Commercial Insurance Processor

Job Details

Description

WHO WE ARE

Goldenwest Credit Union is a premier not-for-profit financial cooperative providing exceptional member service to our members with locations in Utah and Idaho. Our employees earn a guaranteed base wage, annual bonus and a generous incentive. Headquartered in Ogden, Utah Goldenwest Credit Union has been serving the local community’s financial needs for almost 100 years, serving over 200,000 members and counting! Our welcoming member focused approach to banking has established Goldenwest as a model of service in the financial industry; proving to our members that we’ll take care of you!

What We Look For

Ideal candidates will exhibit an energetic, friendly and positive attitude! We are looking for people who believe in doing the right thing, want to make a lasting impact, strive to be better every day and aren’t afraid to grow! We are an organization of people helping people!

Key Competencies

• Strong ability to think critically and solve problems.
• Timely and meticulous attention to verbal and written communication.
• Devotion to earning and maintaining member trust.
• Attentiveness to professionalism in appearance and action.
• The desire to serve others through meaningful actions.
  
  

What You Can Expect

Our Commercial Insurance Processor will support both our Commercial Insurance and Commercial Lending Fleet. This position will play a key role in ensuring a smooth experience for business members by reviewing vehicle loan documents and supporting insurance processing. The ideal candidate is friendly, solutions-focused, and excels at clear, professional communication—particularly over the phone and via email—with business owners, controllers, and dealership personnel.

Location, Schedule Availability & Salary Information

• Indirect Lending Department
• 5025 Adams Avenue, Ogden, Utah
• Monday through Friday 8:00 AM – 5:00 PM
• Full-time, 40 hours per week
• Guaranteed base wage, based on performance and experience + Bonus + Generous Commission Schedule + Incentive
  
  

Essential Duties & Responsibilities

Commercial Fleet Processing

• Cultivate and effectively manage long-term, trusting relationships.
• Review vehicle loan packages prepared by dealerships for accuracy and compliance with credit union procedures.
• Communicate directly with business owners and their accounting or administrative staff to:
• Confirm personal contact information and preferred contact methods
• Collect additional required documents
• Provide guidance with confidence in a professional, friendly manner.
• Acts as a liaison between dealerships, lending officers, and borrowers to ensure documentation is complete and timely.
• Track incoming loan files and maintain clear, organized records.
• Solve issues proactively with a focus on maintaining a positive member experience.
  
  

Commercial Insurance Processing

• Assist the commercial insurance agent in preparing, tracking, and processing insurance applications.
• Serve as a point of contact for controllers, following up via email and phone to gather required information and documents.
• Manage communication to ensure the agent has the necessary support and documentation to serve clients efficiently.
• Maintain organized application records and assist with policy-related documentation and follow-up.
• Provide consistent member follow-up.
• Comply with all regulations as required by law.
• Actively participate in continuing education related to credit union career development.
  
  

Why Work For Goldenwest

• Medical insurance - We pay 100% of your deductible!
• Dental insurance - We pay 100% of your premium!
• Vision insurance - Accepted at thousands of providers!
• Paid time-off - We pay you to take 34 days off!
• Paid holidays - Federals holidays off, and Utah employees enjoy Pioneer Day off!
• Education program - We offer discounted student loans and tuition reimbursement up to $5,250/year!
• Retirement accounts for all employees - We pay 100% of your pension and match your 401(k)!
• And many, many more!
  
  

Qualifications

• High school diploma or equivalent is required.
• 1-2 years commercial insurance experience is preferred.
• Prior financial industry experience is preferred.
  
  

Skills and Qualities

• Proficient with Microsoft Excel, email, and general document management tools.
• Strong verbal and written communication skills, especially over the phone and via email.
• Friendly, approachable, and professional demeanor.
• Comfortable working with business owners, controllers, accounting staff, and dealership contacts.
• Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously.
• Problem-solver who takes initiative and can work independently while collaborating effectively with internal teams.
• Demonstrated reliability, integrity, and ability to maintain confidentiality.
  
  

If what we offer interests you and you are committed to being part of an extraordinary team, apply now! We’d love to create a mutually beneficial partnership!

Candidates who submit applications that are not complete, or without a resume, will not be considered.