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Redwoodcu

Insurance Representative

Redwoodcu · Napa, California

Posted about 3 months ago · $30.00 to $40.00

or apply directly on Redwoodcu's site. We never take the application ourselves.

Is this posting real?

This role has been open
79 days
Redwoodcu's roles stay open a median of 72 days
Reposted
No
Salary listed
Yes
77% of Redwoodcu's roles list one
Ghost-job risk at Redwoodcu
high
27 stale, 7 reposted of 35 open
Hiring momentum
65 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-23

Measured from postings appearing on and disappearing from Redwoodcu's own lever board since 2026-08-04. Full hiring picture for Redwoodcu.

About this role

The Insurance Representative at Redwood Credit Union will focus on providing inside sales support and service to members and insured clients primarily through phone, email, and virtual interactions. Daily tasks include following up on leads, addressing coverage issues, managing policy endorsements, and ensuring exceptional customer service while maintaining accurate client records and facilitating insurance transactions.

Our read on this posting3.6out of 5
benefits
4/5
freshness
1/5
career value
4/5
role clarity
4/5
pay transparency
5/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Redwoodcu as an employer.

What you need

  • Eager to build relationships and follow up on warm insurance sales leads
  • Experience in sales and customer service at a financial institution, Credit Union, or insurance agency
  • Ability to provide exceptional customer service to internal and external customers
  • Experience with quoting and binding new insurance policies
  • Strong problem-solving skills and ability to address coverage questions
  • Familiarity with maintaining client files and using an AMS for processing transactions

What you get

  • Competitive medical, dental, and vision insurance, mental health offerings
  • Employee performance incentive plan
  • Salary Advancement– Merit increase based on performance
  • 401(k) program with employer match
  • Competitive PTO accrual plus 11 paid company holidays and your birthday off!
  • RCU employees are eligible for discounts on loans and other financial products

Worth weighing

  • No mention of remote work flexibility or hybrid options
  • Base salary range provided, but no specific details on total compensation package beyond benefits
  • Physical requirements include the ability to lift up to 20 pounds and travel to offsite locations, which may not suit all candidates

Summarised from Redwoodcu's posting. Read the full original.

Listed by Redwoodcu on their lever job board, last confirmed open on 2026-10-23. PitchMeAI is not the employer.

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