Junior Licensed Insurance Representative
Company: GreenState Credit Union
Location: Dubuque
Posted on: January 9, 2026
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Job Description:
GreenState Credit Union Junior Licensed Insurance Representative
US-IA-Dubuque Job ID: 2025-4290 Type: Regular Full-Time of
Openings: 1 Category: GreenState Insurance GreenState Credit Union
Overview POSITION SUMMARY: The Junior Licensed Insurance
Representative works closely with the License Insurance
Repersentatives, Senior License Insurance Representatives,
Insurance Processors Senior Account Managers, Account Managers,
Licensed Insurance Agents, and Advisors. The primary duties of this
position include accurate, timely and professional service to all
members and staff of GreenState in daily transactions and
inquiries. Provides information and answers to questions regarding
GreenState Insurance products and services. This position is
responsible for policy retention, member service and sales support.
Bilingual in English and Spanish preferred. This role regularly
interacts with members and clients whose primary language is
Spanish. 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 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 and
Service Standards in conducting GreenState's mission and vision. 2.
Demonstrates a positive member service (internal and external)
focus at all times. 3. Demonstrates teamwork in all interactions
with coworkers and in the completion of all duties and
responsibilities. 4. Ensures confidentiality of member information.
5. Supports a diverse and inclusive work environment. 6. Develops
thorough understanding and working knowledge of the agency
management system, insurance company sites, underwriting guidelines
and eligibility requirements. 7. Updates policy information as
needed and requests exceptions, if necessary, from underwriting. 8.
Sends binders of insurance for the Producers/LIA’s. 9. Processes
third party mortgagee changes and send declaration pages to
mortgagee lenders upon request. 10. Processes change requests sent
by LIA’s and contacts underwriting if necessary for exceptions,
collects and sends any required documents and asks for extensions.
11. Contacts underwriting if necessary for exceptions, collects and
sends any required documents to the insured. 12. Handles client
email requests - process changes as requested, gather information
to obtain a quote, provide advice regarding insurance products and
services, submit claims, advise about claims process, calls out as
needed to discuss policies. 13. Sends binders of insurance for the
Producers/LIA’s. 14. Sends cancellations and processes cancellation
requests sent by Advisors, LIA’s, SAM’s, and Processors. 15.
Utilizes DocuSign to assist with sending and receiving signatures
for insurance applications and cancellations. 16. Researches and
resolves billing questions/discrepancies. Asks for exceptions and
extensions from the companies as needed. 17. Maintains appropriate
level of continuing education credits as applicable by state and
license guidelines. 18. Upholds agency guidelines, processes, and
procedures in accordance with GreenState Insurances expectations
19. Attends community, industry, and GreenState Insurance/Credit
Union events. 20. Performs additional assigned duties, as
necessary. Qualifications 1. Bilingual in English and Spanish
preferred. 2. 0-2 years of similar or related experience; insurance
experience is preferred. 3. High school diploma or the equivalent
(i.e. GED) 4. Property and Casualty Insurance license is required
for the position. Must obtain within 30 days of hire date. 5.
Reports to work punctually, works all scheduled hours, and works
overtime as necessitated by business demand. 6. Self-directed
nature, ability to work independent of supervision, and ability to
follow directions. 7. Must be able to work in a high-pressured,
fast paced environment with significant telephone and personal
disruption. 8. Ability to use personal computer, calculator, agency
automation system, and proficiency in various software programs. 9.
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. 10.
Strong analytical skills with excellent verbal, written and
interpersonal communication skills. 11. Must be able to use
knowledge and analytical skills to make quick judgements in various
situations without much guidance. 12. Must be bondable. Reporting
Relationship This position reports to 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. LI ID Compensation details: 20.97-24.52 Hourly
Wage PIa7b159e09f07-37156-38335026
Keywords: GreenState Credit Union, Rockford , Junior Licensed Insurance Representative, Accounting, Auditing , Dubuque, Illinois
