Overview

GreenState Credit UnionLicensed Insurance RepresentativeUS-IA-North LibertyJob ID: # of Openings: 1Category: GreenState InsuranceGreenState Credit UnionOverviewThe Licensed Insurance Representative (LIR) works closely with the Senior Account Managers (SAM), Account Managers (AM), Licensed Insurance Agents (LIA) and Producers. The primary duties of the LIR include accurate, timely and professional service to all members and staff of GreenState in daily transactions and inquiries. Provides information and answers to questions regarding GreenState Insurance products and services. This position is responsible for policy retention, member service and sales support. GREENSTATE CULTURE:At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Pay range for this hourly position is $23.61 - $27.60/hr with a progressive benefits package. ResponsibilitiesPerforms 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, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business.Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events on an annual basis.Ensures confidentiality of member information.Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements.Updates policy information as needed and requests exceptions, if necessary, from underwriting.Handles client telephone calls - process changes as requested, gather information to obtain a quote, provide advice regarding insurance products and services, submit claims, advise about claims process and eligibility and handle escalated calls.Processes change requests sent by producers and LIA's and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions.Does a policy review for current customers at renewal and each service contact and sells and recommends enhanced coverage, increased limits and counsels customers regarding coverage gaps. Solicits additional lines of business and rounding out accounts.Rerates policies with premium increases using the rater, verifies eligibility and underwriting information and decides which company to place the policies with. Once ready to present to customer, sends information to LIA's/Producers for final sale.Contacts clients about premium increases at renewal when we aren't able to move the account and provides an explanation as to why the rate changed and offers solutions on how to lower premiums, if applicable, with an ultimate goal of retaining the business.Reviews renewals to determine if non-standard policies can be rewritten in a standard program. Prepares rewrite applications for business at least 30 days prior to renewal. Secures and submits required renewal underwriting information.Rewrites and remarkets existing client accounts as needed.Processes payments with the companies and accurately transacts in management system, making sure accounting reconciles at