SchoolsFirst Federal Credit Union

Protection Products Representative II

SchoolsFirst Federal Credit Union  •  United States (Onsite)  •  4 months ago
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Job Description

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Protection Products Representative II

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Pay Range:

$24.20 - $35.09

Scheduled Weekly Hours:

40What You’ll Be DoingProvides World-Class Personal Service to Members seeking information on protection products offered through SchoolsFirst Federal Credit Union. Responsible for maintaining and updating existing policies in order to provide the most favorable coverage, cost, and terms for protection products. Responsible for retaining and servicing existing policies.

  • Responds to Member inquiries regarding policy coverage, limitations and claim processing procedures.
  • Reviews policies sold for compliance with applicable regulations. Maintains appropriate California Department of Insurance license(s) required to issue and service protection products available through SchoolsFirst Federal Credit Union.
  • Schedules and support protection products training sessions for SchoolsFirst FCU frontline teammembers.
  • Provides technical and operational assistance to frontline teammember on all protection products and procedures.
  • Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
  • Processes changes, including coverage changes on Member policies. Responsible for following up with vendors to ensure changes are processed accurately.


Additional Job Functions


  • Performs other duties as assigned
  • Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions


Qualifications

  • High School Diploma or GED required
  • 1-3 years previous related experience required
  • Personal Lines Insurance License Or Property & Casualty Insurance License required

Knowledge, Skills, and Abilities

  • Background in administering non-deposit insurance related products.
  • Knowledge of consumer related insurance.
  • Knowledge of Accidental Death & Dismemberment protection, Debt Cancellation, Credit Insurance, Mechanical Breakdown Protection, GAP and other related protection products Preferred


SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.

SchoolsFirst Federal Credit Union

About SchoolsFirst Federal Credit Union

Since our founding in 1934, we have been singularly focused on one thing: providing world-class personal service and financial security to our Members.

This isn’t just something we say—everything we do, every decision we make, is with an unwavering commitment to serving the best interests of our Members.

Although we offer the same products and services as other financial institutions, our structure and culture are vastly different. Banks are for profit, while credit unions are Member-owned financial cooperatives, meaning our excess earnings are returned to our Members in the form of lower rates on loans, higher rates on savings, low-to-no fees, and many complimentary services. We take to heart the “people helping people” philosophy, the principle on which credit unions were founded. Pledging ourselves to this idea not only means our steadfast dedication to Member service, but also actively supporting the communities we serve through events, donations, scholarships, and financial literacy programs.

Consumer Reports recently published findings from a study they’ve been conducting since 2012 to rate “key aspects of customer service care” across 22 industries. Credit unions were rated the best industry with a score of 90 out of 100. And, SchoolsFirst FCU ranked the best among all credit unions nationwide.

We serve school employees and their families across the state of California. As the largest education-based credit union in the U.S., and the fifth largest credit union by asset size, our financial stability can be attributed to one thing: continually providing our Members with world-class personal service to help them better their financial lives.

Equal Housing Opportunity. Federally Insured by NCUA.

SchoolsFirst FCU is an equal opportunity employer.

This organization participates in E-Verify.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Santa Ana, CA
Year Founded
1934
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