Position Summary

POSITION SUMMARY:

The Insurance Processor (IP) works closely with the Senior Commercial Lines Processor, Licensed Personal Lines Processor, and Accounting and System Administrator. The Insurance Processor will process all mail items, prep items for mailing, pull and process company notices, sort and disperse fax’s, process payments.

GREENSTATE CULTURE:

At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members, and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.

Pay range for this hourly position is 20.97 - $28.07/hr with a progressive benefit package.

Essential Duties and Responsibilities

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change:

• Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision.

• Demonstrates a positive member service (internal and external) focus at all times.

• Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.

• Ensures confidentiality of member information.

• Supports a diverse and inclusive work environment.

• Works closely with SCP, LPP, ASA, and LIR’s in the processing of client documents.

• Develops thorough understanding and working knowledge of the agency management system and insurance company sites.

• Sort and attaches incoming mail to customer file and respond accordingly for return mail or assigns follow-up to responsible SAM/LIR for the account in question. The SAM/LIR will determine how to handle.

• Pulls policy declarations/claims/payment/Underwriting request information from company websites daily, attaches to client file in the management system and assigns follow-up to responsible SAM/LIA/LIR for the account in question.

• Contacts customers regarding late pay notices using email template. Follow up and perform payment processing.

• Process payments and receipts into agency management system

• Performs processing projects as assigned.

• Performs additional assigned duties as necessary.

Job Requirements/Expectations

JOB REQUIREMENTS/EXPECTATIONS:

• High School diploma or equivalent (GED).

• One to Three years of similar or related work experience.

• Self-directed nature, ability to work independent of supervision, and ability to follow directions.

• Strong analytical skills with excellent verbal, written and interpersonal communication skills.

• Must be able to work in a high-pressured, fast paced environment with significant personal disruption.

• Must possess an above average attention to detail.

• Ability to use computer, calculator, agency management system, and proficiency in various software programs.

• Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time.

• Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.

• Must be bondable.

Reporting Relationship

This position reports to the Personal Lines Service Manager.

Supervisory Responsibilities

This position is not responsible for the supervision of other employees.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union.#ID

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ID 2024-3805

Category GreenState Insurance

Employment Classification Regular Full-Time