Insurance Account Specialist at OceanAir Federal Credit Union

Oxnard, California, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Mar, 26

Salary

0.0

Posted On

18 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Member Service, Financial Solutions, Insurance Quotes, Sales, Problem Solving, Communication, Teamwork, Microsoft Office, Financial Software, Compliance, Documentation, Customer Service, Insurance Policies, DMV Operations, Account Management, Loan Processing

Industry

Banking

Description

Description At OceanAir Federal Credit Union, we live by our core values: Make It Right – Do the right thing for our members, employees, and community. Make It Easy – Provide easy, efficient, and accessible financial solutions. Make It Personal – Build meaningful relationships with members based on trust and care. If you’re passionate about delivering exceptional service and helping members achieve financial security, we’d love to have you on our team. Position Overview The Member Experience Insurance Specialist plays a key role in creating a seamless experience for our members by integrating financial and insurance services within the branch environment. This hybrid role involves assisting members with credit union products, providing real-time insurance quotes, and supporting DMV service operations as needed. What You’ll Do Deliver outstanding member service while identifying financial needs and recommending solutions. Open new accounts, process loans, and handle financial transactions accurately. Provide on-the-spot insurance quotes and assist members in selecting coverage options. Sell and service life and personal lines insurance policies, including renewals and cancellations. Support DMV service operations and maintain compliance with all regulations. Ensure all documentation is accurate, organized, and confidential. What We’re Looking For Strong knowledge of credit union products and insurance services. Excellent communication, sales, and problem-solving skills. Ability to work independently and as part of a team. Proficiency in Microsoft Office and financial software systems. Requirements High school diploma or GED required. Minimum 2 years of financial institution or customer service experience preferred. Prior insurance sales/service experience required. Active California Life and Personal Lines Insurance License (or ability to obtain). DMV certification and Notary Commission preferred. Schedule & Work Environment Full-time, 40 hours per week including Saturdays. Indoor, climate-controlled office setting with occasional travel between branches. Ready to make a difference? Apply today and help us deliver exceptional member experiences!

Responsibilities

The Member Experience Insurance Specialist is responsible for delivering outstanding member service and integrating financial and insurance services. This includes processing loans, providing insurance quotes, and supporting DMV operations.