Job Description / Duties

The Auto Insurance Specialist I is primarily responsible for processing basic insurance transactions and auto policies.

Key Responsibilities & Accountabilities

This position processes basic insurance transaction and auto policies.

Processes auto and basic insurance transactions under the supervision of a more senior licensed broker.

Identifies client needs and provides information on basic insurance products such as risk coverage, benefits and other policy features best suited to meet the client's needs; works with clients to manage and reduce their risk.

Recommends and implements a client’s insurance coverage, premiums and collects payment; promotes Brio/Interlake Insurance products and services.

Support the achievement of department and organizational goals as well as actively participates in regular staff meetings.

Maintain open communication and cooperation with other staff to ensure a friendly and efficient work environment. 

Maintain thorough knowledge of and adhere to organizational policies and procedures on risk management, confidentiality, security and fraud prevention. 

This list is not inclusive and other tasks and/or responsibilities may be assigned by your supervisor.

Qualifications / Required Skills

Essential Qualifications

Level 1 or working towards Level 1 Brokers license

Demonstrated desire to serve others in a friendly and professional manner 

Strong interpersonal and communication skills, both verbal and written 

Attention to detail with high degree of accuracy 

Ability to work in fast-paced environment and perform well under pressure 

Ability to prioritize using sound judgment to make timely and effective decisions 

Knowledge of Brio Insurance products and services 

Ability to follow standardized policies and procedures 

Knowledge of risk management within the insurance industry 

Proficient computer skills 

Additional Information

If you are interested in this position, apply today - https://accesscu.wd3.myworkdayjobs.com/Brio_Careers
Applications for the position close at 12:01 a.m. on the Job Posting End Date.

Contact Information

https://accesscu.wd3.myworkdayjobs.com/Brio_Careers

Employer Profile

Access Credit Union & Brio Insurance recognize and value each employee's contribution to our success which is why we offer career advancement opportunities within our organization.

Are you ready for the next step in your career? Apply now!

To review the Eligibility Guidelines for Internal Applicants please visit section 5.2.4. of the Employee Handbook.