Insurance Administrator
Insurance Administrator at Redwood Credit Union — Santa Rosa, CA, US
- Company: Redwood Credit Union
- Location: Santa Rosa, CA, US
- Employment type: Full-time
- Posted: 2026-09-05
About this role
Redwood Credit Union is looking for an Insurance Administrator, who will perform a wide variety of semi-routine duties to assist Members in the sales and service of ancillary products.
Key Responsibilities
Customer Service:
- Provide exceptional customer service to all internal and external customers.
- Call Members referred to the insurance agency by branch, Member Service Center, or other referrals.
- Make and receive calls from customers assisting them with their questions and resolving problems as appropriate.
- Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.
- Make and receive calls from customers to complete worksheets to facilitate insurance quotes and product claims.
- Offer and educate Members of Ancillary products.
Administrative:
- Request necessary paperwork that is not received from customers or Insurance Department team members.
- Work with credit life and disability, payment protection, GAP & MBP insurance carriers to process claims.
- Assemble and record paperwork for insurance sales as needed.
- Organize and complete both customer and insurance company inquiries.
- Update reports on a frequent basis.
- Work with Account Manager(s) to process documents for insurance sales and renewals.
- Work with Members to deliver quotes, bind coverage and service policies as requested.
- Follow up with Members to obtain additional information to provide accurate quote.
- Complete daily, weekly, and monthly lead and sales tracking reports.
- Research and solve member problems and complaints in an accurate and timely manner.
- Update database of customer information.
- Aid Insurance department team members in achieving sales and service goals.
- Perform all functions in a security conscientious manner.
- Establish systems to facilitate insurance transactions more efficiently.
- Monitor the response time of insurance quotes, sales, and service response.
Other Functions:
- Implement new CUSO/Credit Union related products and services with other team members of RCU Insurance Services.
- Provide feedback on marketing efforts.
- Visit branches/departments to promote insurance agency.
Join us and discover why you'll love working at Redwood Credit Union!
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.
Why work for Redwood Credit Union?
- 21st largest credit union in the U.S. and the largest financial institution based in the North Bay
- Recognized by Newsweek as one of "America's Best Credit Unions 2026"
- Awarded a 5-Star Bauer Rating
- Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"
- Top Corporate Philanthropists (#24) - San Francisco Business Times
- Voted Best Places to Work in the North Bay 21 years in a row
- World-class Employee Engagement scores
- Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
- Industry leading Net Promoter Scores across the U.S.
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