Quick Summary
Overview
Redwood Credit Union is seeking a Personal Lines Agent who will provide insurance, risk advice and education concerning insurance coverage and planning, while performing a wide variety of duties, selling new insurance policies, servicing personal lines accounts, handling policy renewals, managing…
Key Responsibilities
Advisory Services: o Proactively review Member financial information and make recommendations on insurance coverage needs. o Provide individualized advice and counsel based on specific client (and prospect) needs.
Technical Tools
excelms-office
Redwood Credit Union is seeking a Personal Lines Agent who will provide insurance, risk advice and education concerning insurance coverage and planning, while performing a wide variety of duties, selling new insurance policies, servicing personal lines accounts, handling policy renewals, managing leads provided and following up in a timely manner. Ability to travel to assigned branches and other locations is required.
Key Responsibilities
Advisory Services:
o Proactively review Member financial information and make recommendations on insurance coverage needs.
o Provide individualized advice and counsel based on specific client (and prospect) needs.
o Use independent judgment to provide professional advice and recommendations concerning insurance policies that best meet Members’ needs and financial circumstances.
o In providing counsel, use a fact finding and profiling process that ensures all needs and possible scenarios are considered in recommendations. Identify all financial information needed to provide consultation and communicate accordingly with prospects and existing clients.
o Demonstrate personal lines expertise in advising prospects and existing clients based on the nuances and influencing factors. When recommending the appropriate policies and products, do so while minimizing risk and maximizing sales and service requirements.
o Educate and advise Members on advantages and disadvantages of various insurance products, insurance philosophies and risk management strategies.
o Provide exceptional customer service to all internal and external customers.
o Provide ongoing training and education to internal partners regarding insurance products, philosophies, and sales processes.
o Analyze situations and recommend workable solutions for customers.
o Perform ongoing management of personal lines book(s) of business, policy reviews, policy renewals, risk management and ongoing client consultation.
o Be familiar with ratings and influencing factors when providing quotes to prospects and existing clients.
o Negotiate and obtain the best price and overall protection for clients based on the information provided by the Member.
Sales & Administration:
o Cross-sell our book of business and identify opportunities that should be referred back to the Credit Union based on their financial situation.
o Handle policy maintenance procedures in a timely manner (new policies, renewals, changes, etc.) within the agency management system.
o Process all new business, renewal business, etc. in personal lines department in a timely manner, and manage all leads in accordance with RCUSG standards and expectations.
o Produce new insurance policies with quality and thoroughness by following RCUIS processes and procedures.
o Report all claims to the appropriate carrier, and follow-up and intervene when necessary to ensure claims are processed in a satisfactory manner.
o Complete daily, weekly and monthly lead and sales tracking reports as requested.
o Provide assistance to RCU Insurance Services team members in achieving sales and service goals.
Join us and discover why you'll love working at Redwood Credit Union!
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.
Why work for Redwood Credit Union?
• 27th largest credit union in the U.S. and the largest financial institution based in the North Bay
• Recognized by Newsweek as one of "America's Best Credit Unions 2026"
• Awarded a 5-Star Bauer Rating
• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
• Top Corporate Philanthropists (#24) - San Francisco Business Times
• Voted Best Places to Work in the North Bay 20 years in a row
• World-class Employee Engagement scores
• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
• Industry leading Net Promoter Scores across the U.S.
Location & Eligibility
Where is the job
Napa, United States
On-site at the office
Who can apply
US
Listing Details
- Posted
- May 14, 2026
- First seen
- May 14, 2026
- Last seen
- May 14, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 60%
- Scored at
- May 14, 2026
Signal breakdown
freshnesssource trustcontent trustemployer trust
External application · ~5 min on Redwoodcu's site
Please let Redwoodcu know you found this job on Jobera.
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