Alaska USA Federal Credit Union Personal Insurance Account Manager I in Tacoma, Washington
Reports To: Varies by location
Primary Functions: Responsible for the support and service of AUIB customers
Duties and Responsibilities:
Perform customer service functions necessary to support clients to include policy changes, new business, claims and addressing billing issues.
Utilize multiple insurance carriers with a comprehensive understanding of their guidelines and products.
Educate customers on policy coverage to enable informed decisions.
Develop trusted relationships with clients through creative problem solving.
Perform review of customer accounts to address any coverage needs.
Cross-sell additional products offered by the Insurance Agency or the Credit Union.
Perform other duties as assigned.
Education: Highschool graduate or equivalent. Must possess Property/Casualty license.
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Proficient with technology including Microsoft Office Products and interactive phone system. Knowledge of agency management systems, particularly AMS 360. Possess strong sales, customer service and organizational skills. Ability to work independently with minimum supervision and as a team participant.
Tenure: Personal Insurance Account Manager I requires six months as a Personal Insurance Customer Service Representative or one year in a related position within the insurance industry. Enrollment in an insurance program, CISR, CIC or other, is preferred. Must have a demonstrated understanding of Agency activities and have mastered assigned duties.
Equal Opportunity Employer
External Company Name: Alaska USA Federal Credit Union
External Company URL: https://www.alaskausa.org
Street: Tacoma Fin Cntr
Minimum Salary Grade: Category 12: depending on experience
Work Hours (Please use following format: Monday – Friday: 8:00 am – 5:30 pm) (Text Only): Monday - Friday: 8:00 am - 5:00 pm
Regular Schedule is five 8 hour days: Yes
Additional Schedule Differential: None
FLSA Status: Non-Exempt