Insurance Specialist

Description

YOUR PURPOSE

Responsible for managing and overseeing the entire collateral protection insurance process, including handling payment protection insurance claims and services, as well as administering all aspects of total loss vehicle administrative functions. This role involves ensuring compliance with regulatory requirements, coordinating with various departments and external partners, and providing exceptional customer service to policyholders throughout the claims and administrative processes. Additionally, it requires meticulous attention to detail in processing documentation, accurate record-keeping, and effective communication to resolve any issues that may arise.

YOU ARE RESPONSIBLE FOR

Process weekly CPI (collateral protection insurance) reports and administer the process: recalculate payments after premiums post, make payment adjustments after premium refunds post, and coordinate with members, vendors, and insurance companies to resolve issues. Acts as custodian for documents related to these activities, mail correspondence, receive payments and credit member accounts.

SUCCESS LOOKS LIKE

• The Leading Others Success Profile is a set of competencies that are essential to leaders who directly manage a team. These skills are key to success as this role is responsible for leading the team, getting results through others and developing individuals to reach their full potential.
• Being Resilient: Rebounds from setbacks and adversity when facing difficult situations
• Builds Effective Teams: Builds strong-identity teams that apply their diverse skills and perspectives to achieve common goals
• Decision Quality: Makes good and timely decisions that keep the organization moving forward
• Develops Talent: Develops people to meet both their career goals and the organization's goals
• Directs Work: Provides clear direction and accountabilities
• Ensures Accountability: Holds self and others accountable to meet commitments
• Manages Conflict: Handles conflict situations effectively, with a minimum of noise

COMPENSATION

At Horizon Credit Union, we believe in attracting and retaining talented team members who embody our CORE Values of Capability, Optimism, Responsibility and Empathy. Our pay values are reflected in our compensation philosophy which rewards individual performance and the potential to contribute to our teams’ overall success long-term.

The full pay range for this position across all the states in which we hire is $24.23-$33.93. The figures shown represent the minimum and maximum of the range for this role. Individual offers are made dependent upon a candidate’s experience, education, and skill level.

Benefits, Perks, and Other Good Stuff

We know there’s more to life than just a job. Our benefits are designed to help support our employees and their well-being. Take a look at what we have to offer:

• Medical, Dental, & Vision Insurance for full-time and reduced full-time employees & their families
• Telemedicine for part-time employees
• Paid Group Life and Disability Insurance 
• Employee Assistance Program
• Tuition Reimbursement Program
• 401K Retirement Savings
• Employer 401K Retirement Contributions & Matching upon eligibility
• Discretionary Annual Incentive Bonus based on eligibility criteria
• Paid Time Off per Full Calendar Year:
• 10 hours of PTO per month (prorated for reduced full-time and part-time)
• Paid Birthday Holiday
• 2 Paid Wellness Days
• Up to 24 hours of Paid Volunteer Time annually
• 11 Paid Holidays

And More!

Requirements

EXPERTISE YOU NEED

Education & Experience High school diploma or high school equivalency. Minimum of two plus years’ administrative experience preferable in a financial institution. Three years’ experience working within a collections environment is preferred. Consideration will be given to related experience and/or training.

Capabilities 

• Working knowledge of most MS Office applications.
• Enthusiastic and proactive.
• Strong attention to detail and ability to focus.
• Strong oral and written communication abilities.
• Solid technical and problem solving skills.
• Ability to read and comprehend simple instructions.
• Ability to organize workload to meet schedules.
• Able to use all related computer equipment and applications.

ABLE TO…

To perform the essential functions of this position an employee must be able to meet the following workplace demands: ability to converse with others, detect sound, identify and detect objects, count, read, write, operate a computer, handle and feel objects, reach with hands/arms and be stationary and/or stand and/or move for long periods. Occasionally an employee will lift/pull/push and carry up to 25 to 50 pounds, stoop, kneel, crouch, crawl, climb and be able to maintain balance doing these activities. Position requires sound reasoning, good judgment and ability to apply knowledge toward work activities. The noise level is moderate and typical of a normal office environment. In accordance with the Americans with Disabilities Act, Horizon Credit Union will provide reasonable accommodation/s to qualified individuals with disabilities to perform the essential functions, unless such accommodations would cause the employer an undue hardship. To request an accommodation, please contact Human Resources.

ABOUT THIS JOB DESCRIPTION

The statements in this job description are intended to describe the essential functions and minimum qualifications for this position and are not intended to be an exhaustive list of all responsibilities, duties and skills required. Job descriptions are not intended nor do they create an employment contract and are subject to change at any time to accommodate business necessity. The Credit Union maintains its status as an at-will employer where applicable. In support of Horizon CU’s goals employees may perform other duties as assigned and all employees are expected to:

Exemplify our CORE Values.

Promote teamwork and collaboration. 

Provide our members with the highest quality service.