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Insurance Portfolio Manager
GreenState Credit Union
Job Location: Iowa City, IA


The Insurance Portfolio Manager works closely with the Licensed Insurance Agents (LIA), Producers, CSRs, and Insurance Processor. The primary duties of the Insurance Portfolio Manager include providing information and answers to questions regarding GreenState Insurance products and services, especially when existing policies are at risk; including non-renewal and serious pricing increases. This position is responsible for improving policy retention and adding policies to current book of business. Secondary duties include providing accurate, timely and professional service to all members and staff of GreenState in daily transactions, member service, and sales support.

Pay range for this hourly position is $18.76 - $28.13 with a progressive benefits package.


Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change:
  1. Adheres to the Credit Union's core values and Service Standards in carrying out GreenState's mission and vision.

  2. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business.

  3. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.

  4. Plays a vital role in enriching the community by participating in community service organizations and/or credit union sponsored events on an annual basis.

  5. Ensures confidentiality of member information.

  6. Develops thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines and eligibility requirements.

  7. Updates policy information as needed and requests exceptions, if necessary, from underwriting.

  8. Does a policy review for current customers at renewal and each service contact and sells and recommends enhanced coverage, increased limits and counsels customers regarding coverage gaps.

  9. Writes additional lines of business for current clients to include but not limits to auto, home, renters, umbrella, and life insurance policies.

  10. Rerates policies with premium increases using the rater, verifies eligibility and underwriting information and decides which company to place the policies with. Once ready to present to customer, corresponds with insured for final sale.

  11. Reviews renewals to determine if non-standard policies can be rewritten in a standard program. Prepares rewrite applications for business at least 30 days prior to renewal. Secures and submits required renewal underwriting information.

  12. Receives and reviews all termination and cancellations to determine appropriate action.

  13. Handles client telephone calls process changes as requested, gather information in order to obtain a quote, provide advice regarding insurance products and services, submit claims, advice about claims process and eligibility and handle escalated calls.

  14. Processes change requests sent by producers and LIAs and contacts underwriting if necessary for exceptions, collects and sends any required documents and asks for extensions.

  15. Processes payments with the companies and accurately transacts in management system, making sure accounting reconciles at the end of the month.

  16. Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed.

  17. Contacts customers and mortgage companies regarding late pay notices. Collects the late premium and contacts the insurance carrier to ask for an extension, if needed, and prevents the policies from cancelling.

  18. Works closely with Senior Account Managers, Account Managers, Licensed Insurance Agents and other Customer Service Representatives in the processing of client documents.

  19. Documents all material conversations with insured and/or carriers regarding exposures, coverage and advice given.

  20. Updates carrier phone lists and contact information.

  21. Maintains communication of E&O requirements with insurance carriers.

  22. Enters new prospects into the system and attaches emails for the producer as needed.

  23. Sends binders of insurance for the Producers/LIAs as needed.

  24. Performs additional assigned duties as necessary.


  1. At minimum 2-3 years of similar or related experience; insurance experience is preferred.

  2. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.

  3. Self-directed nature, ability to work independent of supervision, and ability to follow directions.

  4. Must be able to work in a high-pressured, fast paced environment with significant telephone and personal disruption.

  5. Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs.

  6. Ability to coordinate and prioritize large, detailed project requirements and schedules. Good time management skills required to manage and complete multiple assignments at the same time.

  7. Strong analytical skills with excellent verbal, written and interpersonal communication skills.

  8. Property and Casualty Insurance licenses are required for the position. Must have currently or obtain within one month of hire date.

  9. Must be able to use knowledge and analytical skills to make quick judgements in various situations without much guidance.

  10. High school diploma or the equivalent (i.e. GED)
  11. Must be bondable.


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