Operations & Administration Support
at Premier America Credit Union
Los Angeles, CA
Posted: 2-6-2025
Finance
$61,360/year
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About this Career
Insurance Sales Agents
Skills
Retention Period, Ledgers (Accounting), Analytical Skills, Loans, Communication, Microsoft Outlook, Leadership, Administrative Functions, Remittance, Operations, Workflow Management, Travel Arrangements, Microsoft Excel, Sales, Insurance License, Disaster Recovery
Job Description
Operations & Administration Support 3.3 3.3 out of 5 stars 19867 Prairie Street, Chatsworth, CA 91311
Description:
At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family!Overview:
Our Insurance team is looking for an Operations and Administration Support Specialist who will be responsible for performing a broad variety of administrative functions critical to the daily/monthly workflow in the Insurance Services department. Maintains and ensures that insurance records, reports, files, and operational procedures, are maintained.What You Will Do:
Maintain Insurance license endorsements to meet insurance industry compliance standards. Generate and submit premium remittances for all loan protection products. Ensure all insurance documentation is scanned and uploaded to On-Base designated folders for records retention. Process GAP, MBP and Debt Cancellation Agreements, cancellations, refunds and premiums with 100% accuracy. Assumes responsibility for providing support to the Insurance Services and Property & Casualty departments. Provide guidance, training and support to all branch and credit union staff as it relates to Protection Products. Accurately balance all mid-month and month-end protection product sales and applicable premiums have been received. Monitor, descript and transfer insurance income revenue to assigned general ledgers within approval authority. Ensures proper training materials have been ordered and distributed to each event. Ensure all product enrollments are completed accurately and within deadlines. Identify missed sales opportunities and up-sell protection products to members. Process monthly invoices, business expenses, sales incentives and commission letters prior to month-end for Managements review/approval. Complete all travel arrangements or monthly business meeting requirements as instructed. Monitor monthly expenditures and ensure approved expense budgets are being monitored. Support Disaster Recovery Vendor Maintenance and testing, as required. Backup Alternate Safety Area Leader. Assumes responsibility for ensuring the professional business relationships are established and maintained with outside business contacts and external insurance professionals. Ensure timely follow-up and proper loan claim payments are processed upon receipt of payments and posted from claims GL to members' accounts according to department guidelines. Schedules and Assists with Insurance Services New Hire and Protection Products Training.Requirements:
What We Are Looking For:
A minimum of one (1) to three (3) years of similar or related experience A high school education or GED Current Life and Accident/Health Insurance License preferred Excellent communication skills, good organizational and follow-through skills, good analytical skills. Knowledge of insurance terminology and procedures Knowledge of insurance services products with an understanding of regulations governing the insurance industry Proficient use of MS Office - Word, Excel, Outlook, Symitar, ArcOS, Prologue, SWBC Unity, Hawksoft, Claims and Admin. Basic Accounting and administration skills Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans /Disabled Drug-free Workplace Pay Grade Info :
To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $26 - $33 / hourly. Perks Important toYou:
Our Team Members enjoy the following rewards and benefits: Competitive pay Subsidized health care including medical, dental and vision FSA and HSA Company-Paid Life and A&D insurance Discounts on loans (must be a member) Paid Vacation, Holiday, and Sick time 401k Retirement Saving Plan with a 6% safe harbor employer match Educational Assistance Program and more!About Us:
Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.Other Job Posting Details
Salary
Minimum
Maximum
$54,080/yr
$68,640/yr