Spanish Bilingual Junior Licensed Insurance Representative

Job Description

Spanish Bilingual Junior Licensed Insurance Representative

Company: GreenState Credit Union

Location: US-IA-North Liberty

Job ID: 2026-4549

Type: Regular Full-Time

Number of Openings: 1

Category: GreenState Insurance

Overview

The Spanish Bilingual Junior Licensed Insurance Representative works closely with Licensed Insurance Representatives, Senior Licensed Insurance Representatives, Insurance Processors, Senior Account Managers, Account Managers, Licensed Insurance Agents, and Advisors. The primary duties of this position include providing accurate, timely, and professional service to all members and staff of GreenState in daily transactions and inquiries. This role involves providing information and answers to questions regarding GreenState Insurance products and services. This position is responsible for policy retention, member service, and sales support.

GreenState Culture

At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.

Pay range for this hourly position is $20.97 – $24.52/hr with a progressive benefits package.

Responsibilities

Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change:

• Adheres to the Credit Union’s core values and Service Standards in conducting GreenState’s mission and vision.
• Demonstrates a positive member service (internal and external) focus at all times.
• Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
• Ensures confidentiality of member information.
• Supports a diverse and inclusive work environment.
• Develops a thorough understanding and working knowledge of the agency management system, insurance company sites, underwriting guidelines, and eligibility requirements.
• Updates policy information as needed and requests exceptions, if necessary, from underwriting.
• Sends binders of insurance for the Producers/LIA’s.
• Processes third-party mortgagee changes and sends declaration pages to mortgagee lenders upon request.
• Processes change requests sent by LIAs and contacts underwriting if necessary for exceptions, collects and sends any required documents, and asks for extensions.
• Contacts underwriting if necessary for exceptions, collects and sends any required documents to the insured.
• Handles client email requests – processes changes as requested, gathers information to obtain a quote, provides advice regarding insurance products and services, submits claims, advises about claims process, and makes calls out as needed to discuss policies.
• Sends binders of insurance for the Producers/LIA’s.
• Sends cancellations and processes cancellation requests sent by Advisors, LIA’s, SAM’s, and Processors.
• Utilizes DocuSign to assist with sending and receiving signatures for insurance applications and cancellations.
• Researches and resolves billing questions/discrepancies. Asks for exceptions and extensions from the companies as needed.
• Maintains appropriate level of continuing education credits as applicable by state and license guidelines.
• Upholds agency guidelines, processes, and procedures in accordance with GreenState Insurance’s expectations.
• Attends community, industry, and GreenState Insurance/Credit Union events.
• Performs additional assigned duties, as necessary.

Qualifications

• 0-2 years of similar or related experience; insurance experience is preferred.
• High school diploma or the equivalent (i.e. GED).
• Property and Casualty Insurance license is required for the position. Must obtain within 30 days of hire date.
• Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.
• Self-directed nature, ability to work independent of supervision, and ability to follow directions.
• Must be able to work in a high-pressured, fast-paced environment with significant telephone and personal disruption.
• Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs.
• 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.
• Strong analytical skills with excellent verbal, written, and interpersonal communication skills.
• Must be able to use knowledge and analytical skills to make quick judgments in various situations without much guidance.
• Must be bondable.

Reporting Relationship

This position reports to the Personal Lines Service Manager.

Supervisory Responsibilities

This position is not responsible for the supervision of others.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union.