Job Description
Full job description
Overview:
Hudson Valley Credit Union is currently recruiting for the position of Licensed Insurance Operations Analyst. Primary Function: Manage referral workflows, analyze operational data, and support strategic initiatives that drive growth and performance across the department. Provide high-level administrative support for senior leaders within the department.
Responsibilities:
Manage insurance referral workflows, ensuring accuracy, adherence to defined service level agreements and applicable regulatory compliance.
Collaborate with management, sales, and operations teams to streamline workflows and improve turnaround times.
Responsible for analyses and reporting including but not limited to sales, revenue, referral volume and metrics, referral partner performance.
Identify opportunities for cross-functional collaboration relating to staff training and process improvement to drive operational efficiency.
Assist in the implementation of process improvement initiatives for the Experience Administration team by working with key stakeholders in applicable departments.
Review and validate third-party data reports and internal reports while integrating insights into department strategy.
Provide high-level administrative support to SVP of Experience Administration including calendar management, expense tracking and reconciliation, meeting coordination and support as well as travel arrangements.
Support leadership in the management of cross-functional projects.
Prepare executive-level presentations and policyholder reports.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.
Qualifications:
Bachelor’s Degree in Finance or related field is preferred
New York State Insurance Broker or Property & Casualty license is required
Minimum 5 years experience in insurance operations is required
Click here to view full job description
Why Choose HVCU?:
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work!
Employee Perks:
Base & Variable Pay Structures
Paid Personal, Holiday & Volunteer Time Off
Professional Development Training through HVCU University & Academy
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental & Vision Coverage
401(k) With Employer Match & Non-Elective Employer Contribution
Life, Short-term & Long-term Disability Insurances
Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, ****** orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
Salary Range: G 27 $82,494.50 - $96,841.10 Annually
Overview:
Hudson Valley Credit Union is currently recruiting for the position of Licensed Insurance Operations Analyst. Primary Function: Manage referral workflows, analyze operational data, and support strategic initiatives that drive growth and performance across the department. Provide high-level administrative support for senior leaders within the department.
Responsibilities:
Manage insurance referral workflows, ensuring accuracy, adherence to defined service level agreements and applicable regulatory compliance.
Collaborate with management, sales, and operations teams to streamline workflows and improve turnaround times.
Responsible for analyses and reporting including but not limited to sales, revenue, referral volume and metrics, referral partner performance.
Identify opportunities for cross-functional collaboration relating to staff training and process improvement to drive operational efficiency.
Assist in the implementation of process improvement initiatives for the Experience Administration team by working with key stakeholders in applicable departments.
Review and validate third-party data reports and internal reports while integrating insights into department strategy.
Provide high-level administrative support to SVP of Experience Administration including calendar management, expense tracking and reconciliation, meeting coordination and support as well as travel arrangements.
Support leadership in the management of cross-functional projects.
Prepare executive-level presentations and policyholder reports.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.
Qualifications:
Bachelor’s Degree in Finance or related field is preferred
New York State Insurance Broker or Property & Casualty license is required
Minimum 5 years experience in insurance operations is required
Click here to view full job description
Why Choose HVCU?:
Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come be part of a Great Place to Work!
Employee Perks:
Base & Variable Pay Structures
Paid Personal, Holiday & Volunteer Time Off
Professional Development Training through HVCU University & Academy
Student Loan Repayment & Tuition Reimbursement Programs
Medical, Dental & Vision Coverage
401(k) With Employer Match & Non-Elective Employer Contribution
Life, Short-term & Long-term Disability Insurances
Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, ****** orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
Salary Range: G 27 $82,494.50 - $96,841.10 Annually
💡 Quick Summary
Seeking a career-building opportunity? The Licensed Insurance Operations Analyst position is now open for candidates interested in the Bank Jobs sector. This role in Poughkeepsie offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
