Protection Products Representative II

Schoolsfirstfcu.wd5.careers

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Santa Ana, CA Until 8/22/2026 First posted February 6, 2026 Last posted February 25, 2026
Job description

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Protection Products Representative II

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Pay Range:

$24.20 - $35.09

Scheduled Weekly Hours:

40

What You’ll Be Doing
Provides World-Class Personal Service to Members seeking information on protection products offered through SchoolsFirst Federal Credit Union. Responsible for maintaining and updating existing policies in order to provide the most favorable coverage, cost, and terms for protection products. Responsible for retaining and servicing existing policies.
  • Responds to Member inquiries regarding policy coverage, limitations and claim processing procedures.
  • Reviews policies sold for compliance with applicable regulations. Maintains appropriate California Department of Insurance license(s) required to issue and service protection products available through SchoolsFirst Federal Credit Union.
  • Schedules and support protection products training sessions for SchoolsFirst FCU frontline teammembers.
  • Provides technical and operational assistance to frontline teammember on all protection products and procedures.
  • Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
  • Processes changes, including coverage changes on Member policies. Responsible for following up with vendors to ensure changes are processed accurately.

Additional Job Functions

  • Performs other duties as assigned
  • Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions

Qualifications
  • High School Diploma or GED required
  • 1-3 years previous related experience required
  • Personal Lines Insurance License Or Property & Casualty Insurance License required
Knowledge, Skills, and Abilities
  • Background in administering non-deposit insurance related products.
  • Knowledge of consumer related insurance.
  • Knowledge of Accidental Death & Dismemberment protection, Debt Cancellation, Credit Insurance, Mechanical Breakdown Protection, GAP and other related protection products Preferred

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.

About this role

Summary

Assist members with protection products, policies, claims, and compliance in a financial institution.

Job title

Protection Products Representative II

Experience level

1-3 years

Industry

financial services

Location requirements

Santa Ana, CA; remote work not specified

Salary

$24.20 - $35.09

Management role

No

Skills & keywords

Required skills

insurance licensecustomer servicepolicy managementregulatory compliance

Preferred skills

accidental death & dismembermentdebt cancellationcredit insurancemechanical breakdown protectionGAP

Specializations

insuranceprotection productscustomer servicepolicy management
Locations

Structured locations inferred from the posting.

Santa Ana, CA, USA

On-site City
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