SchoolsFirst Federal Credit Union
Manager, Insurance Service
SchoolsFirst Federal Credit Union, Santa Ana, California, United States, 92725
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Manager, Insurance Service
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SchoolsFirst Federal Credit Union 2 days ago Be among the first 25 applicants Join to apply for the
Manager, Insurance Service
role at
SchoolsFirst Federal Credit Union Get AI-powered advice on this job and more exclusive features. We’re always looking for diverse, talented, service-oriented people to join our exceptional team.
Manager, Insurance Service
The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$110,527.00 - $176,843.00
Scheduled Weekly Hours:
40
What You’ll Be Doing
Responsible for planning, directing and overseeing the overall management of the operational processes for Insurance Services. Responsible for managing a group of licensed agents by considering, identifying and making improvements to all aspects of the Member experience to increase sales, retention and ensure a quality end-to-end Member experience for all personal and ancillary lines policyholders.
Evaluates operating procedures and policies, ensuring the highest levels of Member service, productivity and internal control. Partner with insurance carriers to meet and exceed the expectations of our Members. Monitor the claims process by verifying all are being handled in a timely manner. Provides consultative services to Members regarding credit union products and services and ensures that team members are providing consultative services by assessing the Member's needs, addressing their concerns and gaining agreement. Remain current and informed on all CA department rules and regulations regarding insurance technical knowledge, market trends, agency automation, company information, and other operating techniques. Embrace a team and partnership approach to problem solving in pursuit of common organizational objectives. Recommend Member-specific solutions, cross-selling alternatives, business process improvements and other tools/innovations to increase efficiency and quality in the Member retention process. Monitor renewal process by verifying all policies listed on the expiration list have been renewed, rewritten, etc. Become a highly informed ambassador of SchoolsFirst FCU and its customized range of services. Maximize retention levels to ensure renewal premium targets are met. Identify and implement improvements to expand our Members’ enthusiasm for our product offering; help to determine new initiatives and approaches. Ensure that staff maintain and update the database of all prospective and current Members.
Additional Job Functions
Provides daily support to staff, including answering questions and problem resolution, communicating job expectations; planning, monitoring, and appraising job results; training, coaching, counseling, and disciplining employees; developing, coordinating, and enforcing systems, policies, procedures, and productivity standards. Accomplishes financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures and analyzing variances. Contributes to organizational goals and priorities as a member of Management team. Establishes and implements plans that have short-term (1-2 year) impact on business results in alignment with organization objectives. Evaluates operating procedures and policies, ensuring the highest levels of Member service, productivity and internal control. Initiates, researches, coordinates and implements department or division projects intended to benefit Members, internal teammembers or department operations. Ensures compliance with state and federal laws as well as any other applicable regulations. Understands the credit union organizational goals and key performance indicators and takes the necessary actions to achieve desired results. Performs other duties as assigned Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
High School Diploma or GED required Bachelor's Degree or equivalent years of experience preferred 5-7 years of previous related experience required 1-3 years previous management experience required CA Property Casualty Insurance License required
Knowledge, Skills, And Abilities
Comprehensive knowledge of Personal Lines underwriting rules, principles, practices, and procedures. Strong planning and organizational skills. Strong leadership and managerial skills. Able to provide effective leadership and to build a team of diverse talents. Strong quantitative and analytical skills including the ability to develop appropriate recommendations. Ability to effectively communicate verbally and in writing with all levels of management and staff. Ability to prioritize projects, make decisions and judgments on sensitive, confidential issues. Proficient using PC and software, including Microsoft Office Suite.
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Financial Services and Banking Referrals increase your chances of interviewing at SchoolsFirst Federal Credit Union by 2x Get notified about new Insurance Manager jobs in
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Manager, Insurance Service
role at
SchoolsFirst Federal Credit Union 2 days ago Be among the first 25 applicants Join to apply for the
Manager, Insurance Service
role at
SchoolsFirst Federal Credit Union Get AI-powered advice on this job and more exclusive features. We’re always looking for diverse, talented, service-oriented people to join our exceptional team.
Manager, Insurance Service
The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$110,527.00 - $176,843.00
Scheduled Weekly Hours:
40
What You’ll Be Doing
Responsible for planning, directing and overseeing the overall management of the operational processes for Insurance Services. Responsible for managing a group of licensed agents by considering, identifying and making improvements to all aspects of the Member experience to increase sales, retention and ensure a quality end-to-end Member experience for all personal and ancillary lines policyholders.
Evaluates operating procedures and policies, ensuring the highest levels of Member service, productivity and internal control. Partner with insurance carriers to meet and exceed the expectations of our Members. Monitor the claims process by verifying all are being handled in a timely manner. Provides consultative services to Members regarding credit union products and services and ensures that team members are providing consultative services by assessing the Member's needs, addressing their concerns and gaining agreement. Remain current and informed on all CA department rules and regulations regarding insurance technical knowledge, market trends, agency automation, company information, and other operating techniques. Embrace a team and partnership approach to problem solving in pursuit of common organizational objectives. Recommend Member-specific solutions, cross-selling alternatives, business process improvements and other tools/innovations to increase efficiency and quality in the Member retention process. Monitor renewal process by verifying all policies listed on the expiration list have been renewed, rewritten, etc. Become a highly informed ambassador of SchoolsFirst FCU and its customized range of services. Maximize retention levels to ensure renewal premium targets are met. Identify and implement improvements to expand our Members’ enthusiasm for our product offering; help to determine new initiatives and approaches. Ensure that staff maintain and update the database of all prospective and current Members.
Additional Job Functions
Provides daily support to staff, including answering questions and problem resolution, communicating job expectations; planning, monitoring, and appraising job results; training, coaching, counseling, and disciplining employees; developing, coordinating, and enforcing systems, policies, procedures, and productivity standards. Accomplishes financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures and analyzing variances. Contributes to organizational goals and priorities as a member of Management team. Establishes and implements plans that have short-term (1-2 year) impact on business results in alignment with organization objectives. Evaluates operating procedures and policies, ensuring the highest levels of Member service, productivity and internal control. Initiates, researches, coordinates and implements department or division projects intended to benefit Members, internal teammembers or department operations. Ensures compliance with state and federal laws as well as any other applicable regulations. Understands the credit union organizational goals and key performance indicators and takes the necessary actions to achieve desired results. Performs other duties as assigned Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
High School Diploma or GED required Bachelor's Degree or equivalent years of experience preferred 5-7 years of previous related experience required 1-3 years previous management experience required CA Property Casualty Insurance License required
Knowledge, Skills, And Abilities
Comprehensive knowledge of Personal Lines underwriting rules, principles, practices, and procedures. Strong planning and organizational skills. Strong leadership and managerial skills. Able to provide effective leadership and to build a team of diverse talents. Strong quantitative and analytical skills including the ability to develop appropriate recommendations. Ability to effectively communicate verbally and in writing with all levels of management and staff. Ability to prioritize projects, make decisions and judgments on sensitive, confidential issues. Proficient using PC and software, including Microsoft Office Suite.
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Financial Services and Banking Referrals increase your chances of interviewing at SchoolsFirst Federal Credit Union by 2x Get notified about new Insurance Manager jobs in
Santa Ana, CA . Irvine, CA $102,000.00-$168,000.00 1 month ago Claims Manager, Workers Compensation (Costco)
Orange, CA $127,000.00-$225,000.00 1 week ago Irvine, CA $171,100.00-$231,000.00 2 weeks ago Workers Compensation Claims Team Manager
Orange, CA $94,000.00-$157,000.00 1 week ago Irvine, CA $81,000.00-$121,000.00 2 weeks ago Revenue Cycle Operations: Director of Insurance
Underwriting Account Service Manager (Level I or Senior Level II)
Irvine, CA $74,300.00-$161,000.00 1 week ago Irvine, CA $100,000.00-$121,000.00 2 days ago Irvine, CA $140,600.00-$154,000.00 1 week ago Client Manager, Employee Benefits - Insurance Advisory Solutions, West Region
Irvine, CA $81,000.00-$121,000.00 1 week ago Irvine, CA $100,000.00-$121,000.00 10 hours ago Revenue Cycle Operations: Director of Insurance
Care Manager RN - High Risk Care Management
Property and Casualty Claims Manager- Contract Position
Newport Beach, CA $48.00-$52.00 18 hours ago Client Manager, CRMG - Insurance Advisory Solutions, West Region
Tustin, CA $80,000.00-$90,000.00 1 week ago Contract Surety Bonds Underwriting Manager - Orange, CA
Orange, CA $175,000.00-$200,000.00 1 week ago Fountain Valley, CA $177,632.00-$266,468.81 1 week ago Long Beach, CA $100,000.00-$121,000.00 3 months ago Huntington Beach, CA $20.00-$28.00 3 weeks ago Care Manager RN - High Risk Care Management
Buena Park, CA $68,640.00-$110,000.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr