Processes commercial insurance business for dealer accounts, including renewals, new business, endorsements, audits, policy placement, documentation, coverage inquiries, and follow-up. Supports agents, producers, business owners, and prospective owners while ensuring policies remain active and compliant with regulations. Requires strong communication, organization, math, critical thinking, and customer service skills. A high school diploma is required; insurance processing experience and a Property and Casualty license are preferred.

Processes indirect loan applications obtained through dealerships, verifies applicant income and loan-document accuracy, coordinates with underwriters, follows up with members, and ensures regulatory compliance. The role supports underwriting quality assurance and cultivates trusted member relationships. It is a full-time, on-site position requiring a high school diploma; prior financial or automotive industry experience is preferred.

Provides property and casualty insurance assistance to credit union members, including analyzing insurance needs, recommending customized policies, managing an existing book of business, answering questions, following up proactively, maintaining relationships, and complying with insurance regulations. Products include homeowner, renter, flood, earthquake, auto, life, and umbrella insurance.