University of Iowa Community Credit Union

Insurance Processor

UICCU Insurance
Employment Classification
Regular Full-Time

Position Summary

UICCU is currently seeking an accurate, patient, analytical individual to join our Insurance team. The Insurance Processor (IP) works closely with the Senior Account Managers (SAM), Account Managers (AM), Licensed Insurance Agents (LIA), Customer Service Representatives (CSR) and Producers.  The Insurance Processor will process all mail items, pull and process all company notices, distribute web quotes to LIA’s and Producers, bind policies and prep for mailing, process commercial renewals, endorsements and audits. This position requires a stable, precise, hard worker, who will strive to do their best on every project. If you are a consistent, detailed person who wants to work for a company who will value your accuracy and reward your loyalty and careful work, we want to talk to you!


Pay range: $12.76 - $19.14 houlry, plus a monthly commission opportunity and a progressive benefits package.


Essential Duties and 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:

  1. Adheres to the Credit Union's core values in serving with truth, trust, mentoring, openness, risk-taking, giving credit, integrity, caring and respect in carrying out the UICCU'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. Works closely with SAM, AM, LIA and CSR in the processing of client documents.
  7. Develops thorough understanding and working knowledge of the agency management system and insurance company sites.
  8. Completes a Renewal Comparison for current commercial customers at Renewal to compare new/expiring term vs. Renewal Declaration page (DEC) notating changes in price, coverage, endorsements and forms. Upon completion, the Renewal Comparison will be returned to the SAM for review.
  9. Compares New Business DEC to entered application or quote information to verify that policy was issued properly by the carrier. Completes New Business form letter and gives to SAM to verify.
  10. Attaches incoming mail to customer file and assigns follow-up to responsible SAM/LIA/CSR for the account in question. The SAM/LIA/CSR will determine how to handle.
  11. Pulls policy declarations/claims/payment information from company websites daily, attaches to client file in the management system and assigns follow-up to responsible SAM/LIA/CSR for the account in question.
  12. Contacts customers regarding late pay notices using email template.  Follow up and payment processing will be completed by CSR.
  13. Processes Audits by comparing estimated exposures to actual exposures by annotating the DEC and completing an Activity in management system.
  14. Completes base level Certificates of Insurance – if specific language is requested or Additional Insured required, will be at the SAM discretion.
  15. Pulls web quote requests off website and distributes to the appropriate LIA.
  16. Performs processing projects as assigned.
  17. Performs additional assigned duties as necessary.

Job Requirements/Expectations

  1. One to twelve months of similar or related work experience
  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 personal disruption.
  5. Must possess an above average attention to detail.
  6. Ability to use personal computer, calculator, agency management system, and proficiency in various software programs.
  7. 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.
  8. Strong analytical skills with excellent verbal, written and interpersonal communication skills.
  9. High School diploma or equivalent (GED).
  10. Must be bondable.

Reporting Relationship

Reports to the Insurance Operations Manager.

Supervisory Responsibilities

This position is not responsible for the supervision of other employees.

Equal Opportunity Employment Statement

The UICCU is an EEO/AA Employer. M/F/Veteran/Disability. We strongly encourage minorities, veterans, and individuals with disabilities to apply for openings with the credit union.


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