What are the responsibilities and job description for the Insurance Coordinator position at AmeriCU Credit Union?
Insurance Coordinator
Location: 231 Hill Road, Rome, New York 13441
Pay Range: $19.31/hour to $24.14/hour - actual starting rate will depend on experience
Position is incentive & bonus eligible
Remote Status - Required to be onsite, with possible Hybrid capability
Who Are We?
AmeriCU is a not-for-profit credit union based in Rome, NY with assets in excess of $2.7 Billion and serving a membership base of over 170,000 members across Central New York, the United States, and beyond. For 75 years we have been committed to our members, our employees, and our communities. In 2024 we were once again recognized as one of the Best Companies to Work for in New York State and recognized by American Banker as one of the best credit unions in the United States to work for, ranking 27 out of 70!
The Position:
AmeriCU Credit Union is in search of an Insurance Coordinator who aligns directly with our mission to provide our members with the right financial services to live life, dream big, and achieve financial success, the insurance coordinator will service and support the full range of insurance products/services and operations for new and existing accounts through personal interviews, telephone conversations or written correspondence.
What You’ll Do:
As an Insurance Coordinator your primary responsibilities will be able to:
- Acquire and maintain a working knowledge of organization procedures, systems and required documentation. Perform transactions, such as telephone inquiries, appointment scheduling, information gathering, data entry, filing, and other various administrative tasks.
- Gather information from insurance clients, explain and advise clients on insurance coverage and cross-sell policies and other AmeriCU services. Initiate service calls in person or via phone and follows through on customer questions, complaints, or requests for information.
- Prepare, process, review and monitor various documents such as premiums, coverage of risk, policies, renewals, claims, applications, changes, endorsements, binders, etc. to ensure completeness and accuracy of information contained on all forms prior to submission for processing. Process endorsement and download follow up. Create certificates, ID cards and binders as needed. Follow up on open underwriting or claim issues.
- Process and sort all incoming and outgoing mail.
- Become proficient in agency management software (AMS 360).
- Perform in a professional and organized manner to prevent errors and omissions.
- Complete all training designed to enhance capabilities and as required by State licensing laws. Attend seminars or other educational opportunities as required to remain up to date on the latest developments, trends and regulations in the marketplace.
- Work with Investment Coordinator to cross train and assist as needed in admin tasks.
- Work on special projects as assigned.
Come grow with us!
Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement. It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve. In addition, we offer the following benefits:
Competitive rates on our Medical, Dental and Vision plans
Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU’s High Deductible Health plans
Paid Holidays
Paid Time off
Employee Appreciation Events
401(k) Matching after 1 year of employment
Employee Assistance Program
Tuition Reimbursement for Full-time employees after 1 year of employment
Life Insurance & Accidental Death & Dismemberment Insurance, free to all Full-time employees
Enhanced Short Term Disability – at no cost to you!
Get to know us more by clicking on the links below. See why YOU should choose AmeriCU!
https://www.americu.org/in-our-community/
https://www.americu.org/why-americu/
Salary : $19 - $24
