SchoolsFirst FCU
Manager, Insurance Service page is loaded Manager, Insurance Service Apply remote type Onsite locations Santa Ana, CA time type Full time posted on Posted 2 Days Ago job requisition id JR104368 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.
Join an Award-Winning Team!
We're passionate about living our mission of providing Members with World-Class Personal Service and financial security. A Career With a Purpose.
There's a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families who make their work possible. Workplace Flexibility
Our success is built on our relationships with each other, our Members and the community. We value teamwork and face-to-face interactions and believe we’re at our best when we’re collaborating in-person. We offer three possible work locations:
We also know the flexibility to work remotely benefits the wellbeing of our team. View the work location information below on the job listing that interests you. On-Site:
100% on-site, 0% remote.
Including those serving Members in-person at our branches. Hybrid:
Three days a week in the office and up to two days remote.
Hybrid teams coordinate on-site days to collaborate in-person. Remote:
Up to 100% remote . Select individual contributor roles may be given the option to work fully remote. Introduce Yourself
Not finding the right fit? Let us know you're interested in a future opportunity below, or create an account by clicking 'Sign In' at the top of the page to set up email alerts as new job postings become available that meet your interest!
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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.
Join an Award-Winning Team!
We're passionate about living our mission of providing Members with World-Class Personal Service and financial security. A Career With a Purpose.
There's a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families who make their work possible. Workplace Flexibility
Our success is built on our relationships with each other, our Members and the community. We value teamwork and face-to-face interactions and believe we’re at our best when we’re collaborating in-person. We offer three possible work locations:
We also know the flexibility to work remotely benefits the wellbeing of our team. View the work location information below on the job listing that interests you. On-Site:
100% on-site, 0% remote.
Including those serving Members in-person at our branches. Hybrid:
Three days a week in the office and up to two days remote.
Hybrid teams coordinate on-site days to collaborate in-person. Remote:
Up to 100% remote . Select individual contributor roles may be given the option to work fully remote. Introduce Yourself
Not finding the right fit? Let us know you're interested in a future opportunity below, or create an account by clicking 'Sign In' at the top of the page to set up email alerts as new job postings become available that meet your interest!
#J-18808-Ljbffr