Insurance Service Representative

At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees.  Part time positions start at a minimum of 30 hours per week.

We encourage you to become a part of VyStar Credit Union's family of employees.

Insurance Service RepresentativeThe Member Insurance Service Representative will work closely with the Insurance Sales Representatives in completing administrative insurance functions. The position will perform a variety of administrative tasks, providing technical support and insurance services duties as they relate to incidents, claims and insurance policies, such as gathering, organizing and validating information and supporting documentation, entering data, responding to correspondence, inquiries and information requests, developing/produce reoccurring management reporting; and escalating problems to the VP of VyStar Insurance Agency, as necessary.

Gathers and organizes data needed by obtaining information by contacting other people inside or outside of VyStar. Follows up in a professional manner to receive information timely.

• Reviews, verifies information and applications, cross checks against electronic worksheets, schedules in policies, certificate of insurance, claims documentation, etc.  

• Ensures completion and accuracy of data, paperwork, and/or forms in a timely manner.

• Compiles/creates materials for ongoing Insurance Program or special projects, which may include, distributing, editing, formatting and/or proofreading material drafted information.

• Maintains records and data, which may include entering into databases/servers, scanning, developing tracking systems/spreadsheets, setting up files, etc. 

•  Data Entry, electronic filing of claims, insurance policies, documents and email communications and maintaining records.

• Insurance resource for internal and external customers/contacts by providing answers to routine inquiries and coordinating responses; solving problems and/or discrepancies, which may involve research and data collection.

• Maintains records retention practices to ensure related insurance information (electronic and paper) is maintained in accordance with defined record retention schedules and purged/disposed of appropriately.  Other duties as assigned

• All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance.

 Demonstrate each of the following VyStar Excellence behaviors in performing duties and responsibilities.

• Focus – Focus your full attention by carefully listening to and observing your clients or member.

• Connect – Consistently be friendly and approachable.  Demonstrate you care.

• Understand – Listen empathetically and ask questions (70% to 30%).

• Counsel – Recommend solutions based on your client’s or member’s needs and objectives.

• Advance – Ensure that member’s or client’s expectations were exceeded. Verify necessary follow-up actions were completed.

JOB QUALIFICATIONS

Knowledge, Skills and Abilities

• Solid knowledge of processing, methods and workflow procedures in insurance preferred

• Highly developed written and verbal communication skills, including the ability to build rapport and professionally interact positively and courteously within the organization or with vendors.

• Ability to communicate professionally, actively listens, asks appropriate questions to meet objectives, and clearly and concisely communicates when sharing with others.  

• Develop and maintain collaborative relationships across the organization. Understands VyStar’s overall vision, mission and business objectives.

• Maintains the highest level of confidentiality, demonstrate due professional care and the highest standards of professional competency.

• Ability to effectively plan and organize work to ensure that work is completed within specified time and quality parameters.

• Display flexibility, initiative, attention to detail/accuracy, strong organizational skills, and the ability to multi-task and meet established deadlines. 

• Demonstrates strong problem-solving skills and sound judgment within responsibilities and seeks guidance as appropriate.

• Proven ability to work both independently and as part of a team and consistently displays teamwork.

• Proficient in Outlook, Word and Excel and comfortable with using technology.

Education & Experience

•    Preferred that candidate currently hold appropriate State Property & Casualty licenses (220, 2044 or 440)

•    Personal lines experienced preferred.  Commercial experience is a plus

•   High school diploma required with 1-2 years of insurance related experience preferred 

• General knowledge of insurance departments, operations, terminology and objectives preferred.

• Employee must acquire appropriate State Property & Casualty licenses (220, 2044 or 440) and complete necessary continuing education hours to maintain related license.

DISCLAIMERS AND WORK ENVIRONMENT

Nothing in this position description is an implied contract for employment.  The position description is intended to be an accurate account of the essential functions.  The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects.

VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union.

No placement fee will be paid if a candidate is hired as a result of the referral, or through other means.

Thank you for your inquiry regarding our current job opening.  Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members.

Thank you again for your interest in this position!

VyStar Credit Union Human Resources