Insurance Service Center Sales & Service Representative

Come join our team!

Are you passionate about helping others, skilled in customer service, and ready to grow your career in the insurance industry? CU Financial Group is looking for a dynamic Sales & Service Representative to join our Insurance Service Center team!

Why CU Financial Group?

We’re more than insurance. We’re a trusted partner for our members and credit union partners. You’ll be part of a collaborative, mission-driven team that values service, trust, and excellence.
 

What You’ll Do:

As an ISC Sales & Service Representative, you’ll provide outstanding phone and digital support to both new and existing clients. You’ll assist with renewing and quoting policies, processing endorsements, resolving billing issues, and promoting additional insurance and credit union products based on the client’s needs. This is a non-face-to-face role focused on phone and electronic communication. You’ll also support retention and cross-selling efforts, document interactions thoroughly in our systems, and contribute to projects and team initiatives as needed.

Perks of Working at CUFG:

• Health Insurance Benefits: Effective first of the month following hire
• Paid holidays
• Paid time off: Starts accruing on your first day!
• 401(K) Options, which now includes a Student Loan Repayment Match option
• Tuition Reimbursement Program
• And many more!

As part of our application process, we also ask that you set aside 10-12 minutes to complete a 2 page survey for the Member Experience Center Representative position. This is a tool that we'll use to better understand the training and development needs of our employees, including how they prefer to be managed and communicated with. To take the survey, CLICK HERE. 

The position responsibilities are:

1. Answer incoming calls, emails and texts from current and prospective clients.
2. Completes service tickets in the expected time frame.
3. Quotes additional insurance products for existing policyholders.
4. Identifies clients needs and promotes additional Credit Union and Insurance products.
5. Resolves billing issues and accurately submits policy endorsements.
6. Documents every transaction into management system, including scanning and uploading files.
7. Provides assistance to management on specific projects.
8. Sorts and distributes all incoming and returned mail.
9. Accepts and completes online chat and text sessions regarding insurance inquiries.
10. Collect insurance premium payments electronically and over the phone.
11. Performs outbound sales calls and provides quotes to submit new business policies on behalf of all CU partner programs.
12. Looks for opportunities to cross sell additional Credit Union partners products to existing policyholders.
13. Assists branch agents with their own retention efforts.
14. Review, renew and update all manual policies.
15. Review and prepare audit requests randomly submitted by our insurance carriers.
16. Assists in training other members of the insurance team.
17. Processes carrier requests for additional information or documentation.

The above information in this description has been designed to indicate the general nature and level of work performed by employees within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Education/ Certifications/ Licenses

A high school diploma and a valid state insurance license (preferred).

Experience

6 months to 2 years of customer service or insurance-related experience.

Interpersonal Skills

A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.re essential to the position.

American with Disability Specifications

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to handle, or feel objects, tools or controls; reach with hands and arms; balance; stoop, kneel, crouch or crawl; talk or hear; push/pull, reach and engage in repetitive motions. Occasionally exert up to 20 pounds of force, and/or a negligible amount of force constantly to move objects. Light work involves sitting or standing for lengths of time.

Work Environment

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is not exposed to weather conditions.

The noise level in the work environment is usually moderate.