Account Coordinator- TDECU Insurance Agency, LLC

Posted On02/14/2017 Account Coordinator- TDECU Insurance Agency, LLC Lake Jackson, LAKE JACKSON, TX, US TDECU Insurance Agency LLC., Lake Jackson, TX, US Salary Range : Worker Category :Regular Full-Time Job Class TDECUInsurance Agency was developed to serve our Members. We take a needs based approach to serve ourMembers and focus on proactive service to retain the relationship. -Wes Wolff, President TDECU Insurance POSITION TITLE: Account Coordinator LOCATION:This position is based in TDECU s LakeJackson location. Houston is leading the nation in phenomenal job growth andexperiencing significant economic development, making Houston, a top city tohave a career and raise a family and a great place to develop business. REPORTS TO: Personal LinesService Team Lead TDECU Insurance WHATIT MEANS TO BE A TDECU Insurance Account Coordinator Legendary Service Overview Account Coordinators live theirTDECU-aligned values everyday. Serviceand renew existing personal lines businessin accordance with applicable state insurance regulations for all current andfuture product lines. Service personal lines product lines and handle varioustypes of customer service matters. Implements and performs according to TDECU R.E.A.L. standards. THIS IS WHO WE WANT Here s the short form: We want someone great at whatthey do smart, skilled, experienced and passionate. You ll need to have apassion for helping people with the ability to focus in and manage a fast pacedenvironment. You will be responsible for the external presentation of our brand,so you ll need to communicate our company s intention and personality. Becauseyou ll be part of a team of our people, you ll need to be the kind of personwho is skilled at supporting and mentoring of others. Most of all we wantsomeone whose values are aligned to our culture and who is passionate aboutservice and improving lives. CAREER OPPORTUNITY Your Responsibilities Owns the relationship and provides timely follow upvia phone or email to respond to member s concerns or issues. Successfullymaintains the relationship through professional, personal communication. Serviceand renew existing business in accordance with organization policy, procedures andcultural expectations. Sell new business in accordance with applicable stateinsurance regulations for all current and future product lines. Developand deliver mid-term reviews for assigned accounts. Meetagency standards for work flows and assigned work within the agency managementsoftware tools utilized including AMS (agency management system), online ratingand marketing tools. Processand/or issue various insurance related documents to include product line changerequests, insurance claims, binders, certificates and applications. Gatherunderwriting information as required and maintain regular communication withthe client, fellow team members and/or insurance company. Performvarious administrative duties which most commonly include greeting anddirecting Members in person, via e-mail and on the phone, inputting appropriateinformation into computer management system, and maintaining appropriatewritten and verbal communication with Members and the insurance companies. AddressMember questions, concerns, and issues requiring minimal guidance in resolvingcommon to moderately complex situations. Ensure complex issues are forwarded tothe appropriate authority for resolution Explain,promote and/or sell products or services and actively pursue referralopportunities for the agency as well as the greater TDECU organization Provides REAL legendary service to team and internalcustomers through genuine care and compassion. Initiates action to help the team achieve member center goals inproduction and member satisfaction. Completes allmandatory compliance testing within designated time frame and other complianceassignments including Office of Foreign Assets Control (OFAC), Unusual ActivityReports (UAR), and Security processes. Implements processes as required by the Bank Secrecy Act and TDECU policies and procedures including but not limited to completing and submitting Currency Transaction Reports, being knowledgeable of signs of unusual financial activities, and reporting signs of unusual activity and/or completing reporting for Suspicious Activity Report as appropriate per procedure. Stays abreast of changes within the credit union relating to services and procedures. Completes required state licensing continuing education requirements to be compliant with State of Texas. Allother duties as assigned. Essential Education and Experience Essentialeducation:Specializedtraining, two year degree, technical or vocational certification or anequivalent mix of education and experience is required. Essential experience:Requires generallines of property and casualty, life, health and insurance servicerepresentative licenses. This position requires up to two years of industryexperience in sales and delivery. Knowledge, Skills and Abilities Combination of education and experience which enables the incumbent to be successful in the job generally acquired through the attainment of a high school diploma and two years of related experience. (preferred 4 year degree and/or two prior years insurance experience). Demonstrated ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent. Ability to calculate discounts, interest and percentages. Demonstrated ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Demonstrated ability to write routine correspondence. Demonstratedability to interact constructively and effectively with all constituencies. Demonstrated ability to communicate effectively with Members and small groups of employees. Demonstrated ability to operate standard office equipment such as a computer and adding machine. Demonstrated ability to apply common sense understanding to carry out procedures and instructions furnished in written or oral form. Demonstrated ability to solve basic problems involving several variables applied to standard situations. Demonstrated ability to analyze data and draw valid conclusions. Demonstratedability to evaluate the financial needs of current and potential Members inorder to ascertain potential financial product needs of Members Our Impact - What You Get We believe that you can t win in the marketplace if you don t win in the workplace and as a result take great pride indelivering a highly engaged and award winning workplace. Here is what you can expect with a TDECU Insurancecareer as an Account Coordinator: Pay: Competitive pay structure. Additional incentive opportunitiesinclude referral incentives, progressions, promotions, spot bonuses, andAccount Coordinator plan. Benefits: An award winning comprehensive and competitive benefitspackage, including health, dental, vision, life/AD&D, long-term disability,and retirement savings plan. Tuition Reimbursement: We believe success begins by developing andenhancing your strengths. By providing uncapped tuition reimbursement you havethe ability to identify, direct and achieve your career goals. TDECU s desire to improve amillion members lives by 2030 is supported by providing a meaningful connectedadvisory experience. You will create a legacy by expanding our services into emergingmarkets by using your professional expertise in insurance to meet and exceedour member s expectations to create a signature experience. We are a company that judges our members bytheir character, not solely by their current circumstances. We believe inlighting the path to freedom for our members by providing smart, empatheticfinancial services that give them a greater opportunity to live life as theywant to. And we believe in strengthening the communities that we serve. Themore that marketing helps to make people aware of TDECU, the more we can serveothers in these ways. Physical Demands and WorkEnvironment: (Thephysical demands and work environment characteristics described herein arerepresentative of those that must be met by an employee to successfully performessential functions of this position and/or may be encountered while performingessential functions. Reasonable accommodations may be made to enableindividuals with disabilities to perform the essential functions.) Whileperforming the essential duties of this position, an employee would frequentlybe required to stand, walk, and sit. An employee must frequently lift and/ormove up to 10 pounds and may occasionally lift and/or move up to 25 pounds toperform essential position functions. Specificvision abilities required by this position include close vision, distancevision, and the ability to adjust focus. Thenoise level in the workenvironment is usually moderate. Thisposition may require travel up to 10% of the time based on business needs. Willrequire participation in evening and weekend events for networking and leadgeneration. AttendanceRequirements: Regularattendance is an essential function of this position. This means that theemployee is required to report to work on time and must remain available toclients during scheduled hours. Hours may vary based on business needs. The typical agency hours are Monday through Friday from 8:30 AM to 5:30 PM. This position requires face-to-face interaction in person or by telephone and e-mail with members, clients, and vendors. Texas DowEmployees Credit Union is an equal opportunity employer, dedicated to a policyof non-discrimination in employment on any basis including race, color, age,protected veteran status, sex, religion, disability, genetic information,national origin or other status protected by federal, state or local law.Consistent with the American Disabilities Act, applicants may requestaccommodations needed to participate in the application process. TDECU Insuranceis an at will employer. Any employee may voluntarily leave employment withthe organization at any time, for any reason, with or without notice.Similarly, the organization may terminate the employment of any employee at anytime, for any reason, except those prohibited by law, with or without notice.No employee, manager, or other representative of TDECU has the authority tomake commitments contrary to this at will policy of employment or to enterinto any agreement guaranteeing an employee s continued employment, oremployment for any specific period of time, other than a written contractsigned by the President and CEO of TDECU. Requisition ID1280 EXTERNAL POSTING FOR