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Insurance engagement manager California

4 engagement manager jobs found

Professional Diversity Network
Mar 25, 2026  
Financial Assistance Trainer & Quality Analyst
Redwood Credit Union Redwood Credit Union is looking for a Financial Assistance Trainer & Quality Analyst who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures. Key responsibilities include analyzing service interactions, documenting optimal service delivery standards to ensure consistency, and providing clear, actionable recommendations to both team members and department leadership. Accountable for tracking and evaluating the impact of implemented recommendations, integrating insights into ongoing training initiatives, and supporting a culture of continuous improvement. Key Responsibilities Quality Analysis: o Provide exemplary, servicedriven leadership to Financial Assistance Department team members by consistently modeling exceptional, solutionsfocused support for internal staff,...
Professional Diversity Network Napa, CA, USA Full-Time
Professional Diversity Network
Mar 17, 2026  
Senior Member Relationship Specialist
Redwood Credit Union Redwood Credit Union is seeking a Full Time Senior Member Relationship Specialist, who will be responsible for performing operational duties, provides excellent Member service, and contributes to the success of the branch by selling and referring Credit Union products. As the face of the organization, you serve a critical role by providing exceptional service to all credit union and community members, volunteers, team members, and service providers. Key Responsibilities Sales & Service: o Provide excellent service to all Members, volunteers, internal employees, and service providers. o Cross-sell RCU and RCUSG products and services. o Open accounts and match Member needs to RCU and RCUSG products and services. o Research Member problems and respond verbally and/or in writing or direct them to the appropriate person, or department. o Determine the appropriate loan product(s) to meet the Member(s) needs. o Obtain information from Member...
Professional Diversity Network Point Arena, CA, USA Full-Time
Professional Diversity Network
Mar 06, 2026  
Member Service Center Representative (Call Center)
Redwood Credit Union Redwood Credit Union is looking for a Part Time (24 to 25 hours per week) Member Service Center Representative, who will perform routine and specialized telephone requests and back-office work associated with the Member Service Center in processing Member transactions. Key Responsibilities Service: o Answer the telephone within established performance and service guidelines. o Complete phone transactions accurately and efficiently. o Disseminate and provide education of lending, CUSO and membership information to callers. o Ensure problem ownership in an effort to protect the Member experience by researching Member problems, complaints and questions. Responding with thorough, and accurate information through oral and/ or written communication, or by directing them to the appropriate department or person for assistance o Provide basic level technical support of our online and Mobile banking platforms o Deliver excellent Member service by...
Professional Diversity Network Napa, CA, USA Part-Time
Professional Diversity Network
Feb 18, 2026  
Electronic Services Specialist II
Redwood Credit Union Redwood Credit Union is looking for an Electronic Services Specialist II, who will provide technical expertise in administration of payment and item processing for Redwood Credit Union. Under limited supervision, perform a wide variety of semi-routine accounting, regulatory compliance, clerical, product quality control and technical duties of moderate complexity. This intermediate level position is responsible for fraud prevention, recovery, and daily operations for area of responsibility. Key Responsibilities Member Service: * Provide superior service that meets RCU Service Standards and Values to Members and team members of Redwood Credit Union. * Responsible for one or two critical areas of payment processing. * Manage and implement regulatory compliance for area of responsibility. * Review, process exceptions in compliance with regulations, balance reports and create return files to the Federal Reserve Bank; work directly with FRB to resolve...
Professional Diversity Network Napa, CA, USA Full-Time
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