Client Services and Insurance Specialist

Client Services & Insurance Specialist


Join Rize Insurance Solutions and help members protect what matters most.


At Rize Insurance Solutions, a division of Rize Credit Union, we're committed to helping individuals and families achieve greater financial security through insurance solutions that meet their unique needs. We're looking for a relationship-focused, detail-oriented professional to join our growing team as a Client Services & Insurance Specialist.


This is an exciting opportunity for someone who enjoys building relationships, delivering exceptional service, and supporting both the operational and growth goals of an insurance business. You'll work closely with members, insurance carriers, and internal credit union partners to create a seamless and personalized experience throughout the insurance lifecycle.


Insurance license not required to apply. We will support the right candidate in obtaining their license and growing their career in the insurance industry.


What You'll Do
As a Client Services & Insurance Specialist, you'll serve as a trusted resource for members while supporting agency operations, insurance sales activities, and business development efforts. Your responsibilities will include:

• Providing exceptional service and support to members through phone, email, and in-person interactions
• Assisting with insurance quotes, applications, policy servicing, renewals, and follow-up activities
• Building and maintaining strong relationships with members to support retention and long-term satisfaction
• Identifying opportunities to connect members with additional insurance products and services that meet their needs
• Managing referrals from credit union team members and business partners
• Maintaining accurate records and workflow activity within CRM and agency management systems
• Coordinating with insurance carriers, vendors, and internal departments to resolve issues and facilitate member needs
• Supporting member education, branch visits, workshops, and promotional events that contribute to agency growth
• Leveraging technology and process improvements to enhance operational efficiency and member experience

What We're Looking For

• 1-3 years of experience in customer service, insurance, financial services, banking, or administrative support
• Strong communication, relationship-building, and problem-solving skills
• Excellent organizational skills with strong attention to detail
• Ability to manage multiple priorities while maintaining a high level of service and accuracy
• Comfort using CRM systems, Microsoft 365 applications, and other technology tools
• Insurance agency, credit union, or financial institution experience preferred
• Active insurance license a plus, or willingness to obtain one
• Bilingual English/Spanish skills are highly desirable

Why Join Rize?
At Rize, our mission is to uplift communities through knowledge, access, and care. As part of Rize Insurance Solutions, you'll have the opportunity to help members protect their financial futures while growing your career in insurance and financial services.


We offer:

• Competitive compensation and comprehensive benefits
• Opportunities for professional development and insurance licensing
• A collaborative, member-focused culture
• Exposure to both insurance operations and business development
• Career growth opportunities within a growing organization

If you're passionate about helping people, building relationships, and contributing to a team dedicated to making a difference, we'd love to hear from you.

Compensation

The expected pay range for this role at Rize Federal Credit Union is $23.00- $29.00/hour. This range is based on candidates living locally in California.


Actual compensation is determined by experience, education, skills, internal equity, and other job-related factors.

As part of the hiring process, candidates who receive a contingent offer will undergo a background investigation, which may include employment verification, credit review, criminal records search, Social Security verification, and government registry checks. Candidates must also meet eligibility requirements to be bonded under a fidelity bond.


Rize Federal Credit Union is an Equal Opportunity Employer.