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Life Insurance Jobs in Santa Rosa, CA (NOW HIRING)

Redwood Credit Union

Insurance Administrator

Napa, CA · On-site

Administrative: • Request necessary paperwork that is not received from customers or Insurance Department team members. • Work with credit life and disability, payment protection, GAP & MBP ...

Redwood Credit Union

Insurance Administrator

Napa, CA · On-site

$27 - $35/hr

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 ...

Acrisure

Insurance Claims Advocate

Santa Rosa, CA · Hybrid

$23 - $28/hr

Our benefits are designed to support every dimension of your life, from your health and finances to ... Comprehensive medical insurance, dental insurance, and vision insurance; life and disability ...

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Life Insurance information

See Santa Rosa, CA salary details

$33.3K

$96.3K

$143.8K

How much do life insurance jobs pay per year?

As of Jun 10, 2026, the average yearly pay for life insurance in Santa Rosa, CA is $96,339.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,300.00 and $109,300.00 per year, depending on experience, location, and employer.

What are typical career advancement opportunities for someone starting in a life insurance sales role?

Professionals who start in life insurance sales often have multiple career paths available as they gain experience. Many advance to roles such as senior agents, team leaders, or sales managers, where they may oversee other agents or entire teams. Some professionals choose to specialize in areas like estate planning or become independent brokers, expanding the range of products and services they offer. Ongoing professional development, such as obtaining advanced certifications or designations, can also open doors to higher-level opportunities in insurance sales, management, or even regional leadership roles. Companies often provide training and mentorship programs to support this career growth.

What are the key skills and qualifications needed to thrive in the Life Insurance position, and why are they important?

To thrive in life insurance sales, you need a solid understanding of insurance products, financial services, and a relevant licensing certification such as a state-issued life insurance license. Familiarity with customer relationship management (CRM) software, quoting tools, and digital application systems is typically expected. Outstanding interpersonal communication, resilience, and consultative selling are important soft skills in this role. These competencies enable life insurance professionals to effectively build client relationships, navigate complex products, and achieve sales goals in a competitive market.

What is a Life Insurance job?

A Life Insurance job typically involves selling and managing life insurance policies to help clients secure financial protection for their families. Professionals in this field assess clients' needs, explain policy options, and guide them in selecting the right coverage. They may work as agents, brokers, or underwriters for insurance companies. Strong communication and sales skills are essential in this career.

What are the most commonly searched types of Life Insurance jobs in Santa Rosa, CA? The most popular types of Life Insurance jobs in Santa Rosa, CA are:
What are popular job titles related to Life Insurance jobs in Santa Rosa, CA? For Life Insurance jobs in Santa Rosa, CA, the most frequently searched job titles are:
What job categories do people searching Life Insurance jobs in Santa Rosa, CA look for? The top searched job categories for Life Insurance jobs in Santa Rosa, CA are:
What cities near Santa Rosa, CA are hiring for Life Insurance jobs? Cities near Santa Rosa, CA with the most Life Insurance job openings:
Life Insurance jobs near you
Insurance Administrator

Insurance Administrator

Redwood Credit Union

Napa, CA • On-site

Full-time

Posted 4 days ago

Job description

Redwood Credit Union is looking for an Insurance Administrator, who will perform a wide variety of semi-routine duties to assist Members in the sales and service of ancillary products.
 
Key Responsibilities
Customer Service:
• Provide exceptional customer service to all internal and external customers.
• Call Members referred to the insurance agency by branch, Member Service Center, or other referrals.
• Make and receive calls from customers assisting them with their questions and resolving problems as appropriate.
• Ensure maximum flexibility to relieve and/or assist in a variety of functions as needed.
• Make and receive calls from customers to complete worksheets to facilitate insurance quotes and product claims.
• Offer and educate Members of Ancillary products.
Administrative:
• Request necessary paperwork that is not received from customers or Insurance Department team members.
• 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.
• Update reports on a frequent basis.
• Work with Account Manager(s) to process documents for insurance sales and renewals.
• Work with Members to deliver quotes, bind coverage and service policies as requested.
• Follow up with Members to obtain additional information to provide accurate quote.
• 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.
• Aid Insurance department team members in achieving sales and service goals.
• Perform all functions in a security conscientious manner.
• Establish systems to facilitate insurance transactions more efficiently.
• Monitor the response time of insurance quotes, sales, and service response.
Other Functions:
• Implement new CUSO/Credit Union related products and services with other team members of RCU Insurance Services.
• Provide feedback on marketing efforts.
• Visit branches/departments to promote 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?
•  27th 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
  • Knowledge of financial and insurance products and services.
  • Skill in the operation of a PC with the use of word processing and spreadsheet software, and modern office equipment.
  • Excellent service skills.
  • Ability to communicate effectively both verbally and in writing.
  • Ability to effectively work on the telephone to obtain insurance information.
  • Ability to complete detailed paperwork and collect documents necessary to complete insurance transactions.
  • 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 for customers.
  • Ability to establish and maintain effective working relationships with a diverse group of people.
  • Ability to manage time efficiently and follow-through on tasks.
  • Ability to work weekends.
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 a high school diploma with a minimum of one year of clerical and customer contact experience with a Credit Union, bank, or Insurance Agency.
 
Compensation: Base starting range: $27.00 to $35.00 hourly 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 lift 20 pounds.
• Ability to bend, stoop, sit, walk, twist, and turn.
• Ability to use a computer keyboard and calculator.
• Work environment is indoors with much of the time 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.