Insurance Services Associate - Holyoke, United States - PNCU INSURANCE SERVICES LLC

Description

:

Polish National Credit Union stands strong as a full-service, member-owned credit union, offering a complete line of personal and business banking products, financial and insurance products and services.

Since our inception in 1921, Polish National has grown to meet the needs of our communities. We proudly support the community through non-profit and educational initiatives.

An important aspect of all positions at the credit union is to fulfill our mission "To Grow Lasting Relationships to Improve People's Lives.

"


Responsibilities:

Responsible for creating an exceptional member service experience for our members and assisting all agency staff. Will manage account documentation and follow-ups to ensure our member's needs are met.

• Service all aspects of customer accounts (policy changes, binder preparation, billing questions, coverage inquiries
• Support Producer through new business acquisition process
• Maintain existing book of business through renewal review process.
• Handle correspondence with insurers, insureds, & coworkers in a timely manner
• Handling inbound/outbound calls and answering questions from members regarding their automobile, home, recreational vehicle, motorcycle, landlord insurance, and umbrella coverage.
• Quoting and preparing automobile, home, recreational vehicle, motorcycle, landlord insurance, and umbrella coverage.
• Handling annual reviews of existing customers, and verifying information on the policy is correct.
• Assisting clients in processing claims.
• Handle daytoday operations, endorsements, claims, and payments.
• Work with the agency management system to record daily deposits and handle downloads of new business and endorsements.
• Calculating and quoting premium rates for specific policies.
• Anticipating future needs and calling on established clients to renew and upgrade accounts.
• Developing longterm relationships.
• Crosssells PNCU products (referrals) to members and potential members, as well as have a basic understanding of the products and services the credit union has to offer.

Benefits:

Polish National Credit Union offers an attractive compensation and benefits package, including health, dental, vision, flexible spending accounts, generous 401(k) with employer match, student loan repayment program, and tuition assistance.

Equal Opportunity Employer
Our Credit Union is an equal-opportunity employer.

All applicants will be considered regardless of race, color, creed, religion, sex, sexual orientation, national origin, age, marital or veteran status; medical condition, disability; genetic information, or any other legally protected status.

Equal access to the hiring process, services, and employment is available to all persons.


Requirements:

• High school diploma or equivalent
• Strong interpersonal and communication skills
• Superior organizational, and problemsolving skills
• Selfdirected motivations, innovation, and accuracy within tasks assigned
• Resultsoriented and able to prioritize multiple tasks
• Proficient knowledge of Microsoft Office
• Excellent verbal and written communication skills
• Strong attention to detail

-
Preferred - ability to communicate fluently in both Spanish and English (verbal & written)