Baldwin Park, CA1 day ago
Your responsibilities will include: Providing exceptional service and support to members through phone, email, and in-person interactions Assisting with insurance quotes, applications, policy servicing, renewals, and follow-up activities Building and maintaining strong relationships with members to support retention and long-term satisfaction Identifying opportunities to connect members with additional insurance products and services that meet their needs Managing referrals from credit union team members and business partners Maintaining accurate records and workflow activity within CRM and agency management systems Coordinating with insurance carriers, vendors, and internal departments to resolve issues and facilitate member needs Supporting member education, branch visits, workshops, and promotional events that contribute to agency growth Leveraging technology and process improvements to enhance operational efficiency and member experience What We're Looking For 1-3 years of experience in customer service, insurance, financial services, banking, or administrative support Strong communication, relationship-building, and problem-solving skills Excellent organizational skills with strong attention to detail Ability to manage multiple priorities while maintaining a high level of service and accuracy Comfort using CRM systems, Microsoft 365 applications, and other technology tools Insurance agency, credit union, or financial institution experience preferred Active insurance license a plus, or willingness to obtain one Bilingual English/Spanish skills are highly desirable Why Join Rize? We offer: Competitive compensation and comprehensive benefits Opportunities for professional development and insurance licensing A collaborative, member-focused culture Exposure to both insurance operations and business development Career growth opportunities within a growing organization If you're passionate about helping people, building relationships, and contributing to a team dedicated to making a difference, we'd love to hear from you.