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Insurance Manager Jobs in San Rafael, CA (NOW HIRING)

Redwood Credit Union

Insurance Representative

Napa, CA

$69K - $87K/yr

Set priorities and manage workflow to ensure efficient, timely and accurate processing of ... Work with Insurance team to process documents for insurance sales and renewals as needed.

Redwood Credit Union

Insurance Representative

Napa, CA · On-site

$69K - $87K/yr

Redwood Credit Union is looking for an Insurance Representative, who will provide inside insurance ... manage workflow to ensure efficient, timely and accurate processing of transactions and other ...

Redwood Credit Union

Insurance Representative

Napa, CA · On-site

$69K - $87K/yr

Set priorities and manage workflow to ensure efficient, timely and accurate processing of ... Work with Insurance team to process documents for insurance sales and renewals as needed. Complete ...

Honor Insurance Agency

Be Seen First

Insurance Producer/Customer Service Specialist

Fairfield, CA · On-site

$30 - $40/hr

Honor Insurance Agency This is a Fast-Paced Office Job Opportunity! Location: Fairfield, CA ... Primary Job Duties: - Ability to handle both Personal & Commercial Lines of business. - Manage ...

HMG Careers

Remote Insurance Agent

Oakland, CA · Remote

$69K/yr

Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Clydeco

Insurance Coverage Attorney

San Francisco, CA · On-site +1

$2.0K/mo

Take a proactive role in managing matters, deadlines, and communication with clients. We're looking ... Has experience in insurance coverage and/or coverage litigation or a commercial litigation ...

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All JobsInsurance JobsInsurance Manager JobsInsurance Manager Jobs in San Rafael, CA

Insurance Manager information

See San Rafael, CA salary details

$41.8K

$92.3K

$136.6K

How much do insurance manager jobs pay per year?

As of Aug 9, 2026, the average yearly pay for insurance manager in San Rafael, CA is $92,296.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,100.00 and $110,400.00 per year, depending on experience, location, and employer.

What are some common challenges faced by insurance managers and how can they be addressed?

Insurance Managers often face challenges such as keeping up with changing regulations, managing diverse client portfolios, and balancing risk assessment with customer service. Staying updated with industry regulations and investing in continuous professional development can help address compliance issues. Effective communication and strong organizational skills are essential for managing multiple clients and teams. Additionally, leveraging modern insurance software can streamline operations and enhance accuracy in policy management.

How much do insurance managers make in the US?

Insurance managers in the US typically earn a median annual salary of around $100,000, with salaries ranging from approximately $70,000 to over $150,000 depending on experience, location, and company size. They often hold certifications such as CPCU or ARM and require strong leadership and risk management skills.

What are the key skills and qualifications needed to thrive as an insurance manager?

To thrive as an Insurance Manager, you need expertise in risk assessment, policy analysis, and regulatory compliance, often supported by a bachelor's degree in finance, business, or a related field. Familiarity with insurance management software, claims processing systems, and industry certifications like CPCU or ARM is highly valuable. Strong leadership, negotiation, and interpersonal skills help build effective teams and maintain client relationships. These abilities are crucial for ensuring seamless operations, regulatory adherence, and delivering excellent service in a competitive insurance environment.

What is the difference between Insurance Manager vs Insurance Underwriter?

AspectInsurance ManagerInsurance Underwriter
CredentialsOften requires insurance-related certifications and management experienceTypically holds actuarial, underwriting, or insurance licenses
Work EnvironmentManages teams, oversees policies, and develops strategies within insurance companiesEvaluates risks, assesses applications, and determines policy terms
Employer & Industry UsageCommonly employed in insurance firms, brokers, and agenciesPrimarily found in insurance companies and underwriting firms
Search & Comparison IntentPeople compare roles involving insurance policy oversight and managementIndividuals interested in risk assessment and policy issuance

The main difference between an Insurance Manager and an Insurance Underwriter lies in their responsibilities. Insurance Managers oversee teams, develop policies, and manage overall operations, while Insurance Underwriters focus on evaluating individual risks and determining policy terms. Both roles require insurance-related credentials and are integral to the insurance industry, but they serve different functions within the insurance process.

What is an insurance manager?

An insurance manager oversees the performance of all the employees who work for an insurance branch and verifies that all corporate policies are followed, including the filing of client records. Specifically, as an insurance manager, you supervise a sales agent or broker to help them drive sales and make sure they sell enough policies. Then, you ensure each of your sales agents receives a commission for excelling in their duties. To maximize profits, you set premiums by using actuary data and information from appraisers to determine the likelihood of clients filing claims, as well as the value of their assets. In this role, you are typically involved in many actions that the branch takes, such as the approval, denial, or investigation of claims.

More about Insurance Manager jobs
What are the most commonly searched types of Insurance jobs in San Rafael, CA? The most popular types of Insurance jobs in San Rafael, CA are:
What are popular job titles related to Insurance Manager jobs in San Rafael, CA? For Insurance Manager jobs in San Rafael, CA, the most frequently searched job titles are:
What job categories do people searching Insurance Manager jobs in San Rafael, CA look for? The top searched job categories for Insurance Manager jobs in San Rafael, CA are:
What cities near San Rafael, CA are hiring for Insurance Manager jobs? Cities near San Rafael, CA with the most Insurance Manager job openings:
Insurance Manager jobs near you
Infographic showing various Insurance Manager job openings in San Rafael, CA as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 27% Part Time, and 4% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $92,296 per year, or $44.4 per hour.

Insurance Representative

Redwood Credit Union

Napa, CA

$69K - $87K/yr

Full-time

Re-posted 7 days ago

Job description

Redwood Credit Union is looking for an Insurance Representative, who will provide inside insurance sales support and service to RCU Members and RCUIS insureds interacting by phone, email or through virtual methods. The ideal individual is eager to build relationships by following-up on warm insurance sales leads and providing day-to-day servicing of clients or potential clients. Responsibilities to include addressing various coverage issues, handling inside service and sales work associated with existing polices, all endorsement activity, routine coverage questions, problem solving, renewals, and the binding of policies.
 
Key Responsibilities
Service:
• Provide exceptional customer service to all internal and external customers.
• Follow up with Members referred to the insurance agency by branch, Member Service Center, or other departments to assist with insurance needs.
• Quote and bind new policies from leads or from existing insurance book.
• Assist customers with insurance questions, provide coverage options, and resolve problems as appropriate.
• Complete worksheets to facilitate insurance quotes and product claims.
• Provide consistent, accurate, and timely communication to insureds through, verbal, electronic, and written correspondence.
• Inform and educate customers about coverage, exclusions, and exposures.
• Maintain client files in the AMS and use the AMS for processing all transactions and documentation.
• Facilitate and respond promptly and appropriately to daily incoming mail, email, and phone insurance leads.
• Handle cancellations with care and act to save accounts, when possible.
• Assist in preparing proposals and applications, submit appropriately and follow up to ensure timely responses.
• Provide technical support to Agents with coverage, proposal, and suspense items.
• Assist in making appropriate coverage changes; inform and educate clients about coverage’s, exclusions, exposures, and audit and document accordingly.
• Renew and re-market accounts as needed in conjunction with agency standards.
• Maintain files accurately and consistently documenting conversations.
• Order and issue binders, certificates, policies, endorsements, and other related items; verify accuracy; forward to client with appropriate correspondence.
• Review audits of policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
• Coordinate billing and invoice accordingly.
• Update Epic system using the Epic guidelines.
• Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Administrative:
• Request necessary paperwork that is not received from customers or Insurance Department employees.
• Work with credit life and disability, payment protection, GAP & MBP insurance carriers to process claims.
• Assemble and record paperwork for insurance sales as needed.
• Organize and complete both customer and insurance company inquiries.
• Work with Insurance team to process documents for insurance sales and renewals as needed.
• Complete daily, weekly, and monthly lead and sales tracking reports.
• Research and solve Member problems and complaints in an accurate and timely manner.
• Update database of customer information.
• Perform all functions in a security conscientious manner.
• Establish systems to facilitate insurance transactions more efficiently.
• Monitor the response time for insurance quotes, sales, and service response.
Other Functions:
• Implement new CUSO/credit union related products and services with other employees of RCU Insurance Services.
• Provide feedback on marketing efforts.
• Visit branches/departments to promote the insurance agency.
 
Join us and discover why you'll love working at Redwood Credit Union!
 
ABOUT REDWOOD CREDIT UNION (RCU):
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.
 
As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. 
 
Why work for Redwood Credit Union?
•  25th largest credit union in the U.S. and the largest financial institution based in the North Bay
•   Recognized by Newsweek as one of "America's Best Credit Unions 2026"
•   Awarded a 5-Star Bauer Rating
•  Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"
•   Top Corporate Philanthropists (#24) - San Francisco Business Times
•   Voted Best Places to Work in the North Bay 20 years in a row
•   World-class Employee Engagement scores
•   Rated Superior in Service by more than 90% of Members, surveyed by SF Gate
•   Industry leading Net Promoter Scores across the U.S.
 
Minimum Qualification: Knowledge, Skills and Abilities
  • Excellent interpersonal and customer service skills.
  • Knowledge of financial and insurance products and services.
  • Skilled in the operation of office equipment including personal computers with internet and intranet access.
  • Strong communication skills and the ability to communicate effectively and efficiently both verbally and in writing.
  • Ability to influence others outside of own work group with a solutions-oriented approach.
  • Detailed oriented with thorough follow-through.
  • Ability to coordinate a variety of activities simultaneously and prioritize work.
  • Ability and desire to work in a team environment.
  • Ability to analyze situations and recommend workable solutions.
  • Ability to establish and maintain effective working relationships with a diverse group of people.
Licenses and Certifications
  • Must have an active Property & Casualty Insurance License.
  • An active Life or Life/Health Insurance License is a plus.
The ideal candidate has a combination of education and experience equivalent to an associate degree and a minimum of three years’ experience with sales and customer service at a financial institution, Credit Union, or insurance agency.
 
Compensation: Base starting range: $30.00 to $40.00 per hour commensurate with experience.
Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
 
Redwood Credit Union offers a robust benefits package to our eligible employees including:
•  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
• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
 
RCU Discounts and Perks:
• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans
• RCU employees are eligible for a 1% discount on all recreational or boat loan products
• 2% discount off Visas and LOC Loans through RCU
• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.
• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.
• 0% interest on garment, fitness, or home office equipment loan of up to $500
• 100% financing for employee purchased homes!
 
Physical Requirements:
• Ability to stand, bend, stoop, sit, walk, twist, and turn.
• Ability to travel to offsite locations and branch offices as needed. 
• Ability to lift up to 20 pounds.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors; majority of the time is spent sitting at a desk.
 
*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. 
 
Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET. 
                                                  
                                                  We are an Equal Opportunity Employer

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at careers@redwoodcu.org. To ensure fairness and consistency, we’re unable to respond to individual inquiries about application status.