Job Title: Insurance Service Representative
Location: 10325 Meanley Dr.
Address Region: San Diego
Postal Code: 92131
Why work here? Mission Fed offers an awesome company culture, growth opportunities and GREAT benefits for both part-time and full-time employees, including: medical, dental, and vision insurance, 401k match up to 6%, Paid Time Off, 12 paid holidays, company paid life insurance, and much more...
What you’ll be doing as an Insurance Service Representative:

• Answer incoming calls with questions about insurance policies and insurance coverage issues, as well as consumer complaints and general inquiries.
• Demonstrate accuracy in processing client policy modifications on multiple insurance carrier platforms.
• Assist agency producers with incoming requests for insurance quote.
• Import insureds information into the agency platform allowing producers to reach out for quotes or other service needs.
• Keep track of all customer inquiries and follow up to verify that all questions are answered regarding customer policies.
• Assist insureds with claims and follow up on all claim notifications we receive from the carrier.
• Communicate with insureds that are up for renewal and assist in scheduling appointments with producers when an insured would like a renewal review.
• Process BOR requests with our multiple carriers.
• Assist with maintaining the Agencies social media platforms and other marketing efforts.
• Stay up-to-date on new marketing efforts to answer insurance product inquiries utilizing all resources available.
• Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved.
• Maintains in-depth knowledge of and complies with all LiveSmart Insurance Services, departmental and security policies and procedures, as well as, federal regulations applicable to the position, including Department of Insurance requirements. Completes all required compliance training as assigned.
• Performs other duties as assigned.

Who’s qualified to be an Insurance Customer Service Representative?
Education: High School Degree, G.E.D. or equivalent is required.
Experience: A minimum of 1 year experience in customer service is required. Knowledge of insurance products and policies is preferred. P&C License is a plus.
Skills & Abilities: Excellent active listening, interpersonal and communication skills are required.
Software: Knowledge of Microsoft Office 365. Knowledge of Agency Management Systems (QQ Catalyst) and carrier systems is preferred.
Your privacy is very important to Mission Federal Credit Union. The California Consumer Privacy Act (“CCPA”)/ California Privacy Rights Act (CPRA) requires Mission Federal Credit Union to inform California residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal information will be used. This job applicant notice and the CCPA/CPRA notice provides the disclosures required by the CCPA/CPRA and applies only to applicants who are subject to the CCPA/CPRA.
Mission Federal Credit Union is an Equal Opportunity Employer. All applicants will receive consideration without regard to race, sex, color, creed, religion, age, marital status, sexual orientation, national origin, physical or mental disability, veteran status, or any other class protected by law.