Position Summary

The Senior Insurance Processor (IP) works closely with the Senior Account Managers (SAM), Account Managers (AM), Licensed Insurance Agents (LIA), Licensed Insurance Representatives (LIR) and Producers. The Senior Insurance Processor will process all mail items, pull and process all company notices, bind policies and prep for mailing, process commercial renewals, endorsements, audits, process change requests, make payments, and assist in managing accounts.

GREENSTATE CULTURE:

At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.

Pay range for this position is $23.61- $31.72/hr with a progressive benefit package.

Essential Duties and Responsibilities

Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change:

• Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision.

• Demonstrates a positive member service (internal and external) focus at all times.

• Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.

• Ensures confidentiality of member information.

• Supports a diverse and inclusive work environment.

• Works closely with SAM, AM, LIA and LIR in the processing of client documents.

• Develops thorough understanding and working knowledge of the agency management system and insurance company sites.

• Completes a Renewal Comparison for current commercial customers at Renewal to compare new/expiring term vs. Renewal Declaration page (DEC) notating changes in price, coverage, endorsements and forms. Upon completion, the Renewal Comparison will be returned to the SAM for review.

• Compares New Business DEC to entered application or quote information to verify that policy was issued properly by the carrier. Completes New Business form letter and gives to SAM to verify.

• Attaches incoming mail to customer file and assigns follow-up to responsible SAM/LIA/LIR for the account in question. The SAM/LIA/LIR will determine how to handle.

• Pulls policy declarations/claims/payment information from company websites daily, attaches to client file in the management system and assigns follow-up to responsible SAM/LIA/LIR for the account in question.

• Contacts customers regarding late pay notices using email template. Follow up and perform payment processing.

• Creates binder cover and binds DEC for New Business and select Renewal accounts for delivery or mailing. Gives to SAM when completed.

• Processes Audits by comparing estimated exposures to actual exposures by annotating the DEC and completing an Activity in management system.

• Completes base level Certificates of Insurance – if specific language is requested or Additional Insured required, will be at the SAM discretion.

• Processes Payments as needed

• Performs Policy changes for personal and commercial lines policies.

• Assists in account management.

• Performs processing projects as assigned.

• Performs additional assigned duties as necessary.

Job Requirements/Expectations

• High School diploma or equivalent (GED).

• 3 years of similar or related work experience.

• Must have Property and Casualty Insurance Licenses.

• Strong analytical skills with excellent verbal, written and interpersonal communication skills.

• Self-directed nature, ability to work independent of supervision, and ability to follow directions.

• Must be able to work in a high-pressured, fast paced environment with significant personal disruption.

• Must possess an above average attention to detail.

• Ability to use personal computer, calculator, agency management system, and proficiency in various software programs.

• Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time.

• Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.

• Must be bondable.

Reporting Relationship

This position reports to the Personal Lines Service Manager.

Supervisory Responsibilities

This position is not responsible for the supervision of other employees.

Equal Opportunity Employment Statement

GreenState Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.#ID

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ID 2024-3748

Category GreenState Insurance

Employment Classification Regular Full-Time