--- title: "Insurance Administrator" company: "Redwood Credit Union" company_url: "https://www.remjobs.works/companies/redwood-credit-union" url: "https://www.remjobs.works/job/redwood-credit-union-insurance-administrator-3dddde39-913b-49bd-8c2d-6856af45ec04" apply_url: "https://jobs.lever.co/redwoodcu/0abc5ac0-0006-49f7-b9e9-c7dc897886dd" workplace: onsite location: "Santa Rosa, California" employment_type: full-time seniority: mid role: operations region: united-states date_posted: 2026-09-05T00:10:43.239Z first_seen_by_remjobs: 2026-09-17T11:39:24.574Z --- # Insurance Administrator **Redwood Credit Union** · Santa Rosa, California Apply: https://jobs.lever.co/redwoodcu/0abc5ac0-0006-49f7-b9e9-c7dc897886dd ## About the 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. $2 **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!** **$2** 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. ##### Minimum Qualification: Knowledge, Skills and Abilities - Knowledge of financial and insurance products and services. - Skill in the operation of a PC with the use of word processing and spreadsheet software, and modern office equipment. - Excellent service skills. - Ability to communicate effectively both verbally and in writing. - Ability to effectively work on the telephone to obtain insurance information. - Ability to complete detailed paperwork and collect documents necessary to complete insurance transactions. - Ability to coordinate a variety of activities simultaneously and prioritize work. - Ability and desire to work in a team environment. - Ability to analyze situations and recommend workable solutions for customers. - Ability to establish and maintain effective working relationships with a diverse group of people. - Ability to manage time efficiently and follow-through on tasks. - Ability to work weekends. ##### Licenses and Certifications - Must have an active Property & Casualty Insurance License. - An active Life or Life/Health Insurance License is a plus. The ideal candidate has a combination of education and experience equivalent to a high school diploma with a minimum of one year of clerical and customer contact experience with a Credit Union, bank, or Insurance Agency. **Compensation:** **Base starting range: $27.00 to $35.00 hourly commensurate with experience.** *Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.* **Redwood Credit Union offers a robust benefits package to our eligible employees including:** • Competitive medical, dental, and vision insurance, mental health offerings • Employee performance incentive plan • Salary Advancement– Merit increase based on performance • 401(k) program with employer match • Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off! **RCU Discounts and Perks:** • RCU employees are eligible for a .75% discount off RCU standard collateral auto loans • RCU employees are eligible for a 1% discount on all recreational or boat loan products • 2% discount off Visas and LOC Loans through RCU • 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000. • 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000. • 0% interest on garment, fitness, or home office equipment loan of up to $500 • 100% financing for employee purchased homes! **Physical Requirements:** • Ability to lift 20 pounds. • Ability to bend, stoop, sit, walk, twist, and turn. • Ability to use a computer keyboard and calculator. • Work environment is indoors with much of the time sitting at a desk. ***Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. ** Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. We are an Equal Opportunity Employer --- Source: Redwood Credit Union's own career page, read by RemJobs. Canonical HTML version: https://www.remjobs.works/job/redwood-credit-union-insurance-administrator-3dddde39-913b-49bd-8c2d-6856af45ec04