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

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 sales support and service to RCU Members and RCUIS insureds interacting by phone, email or through ...

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 sales support and service to RCU Members and RCUIS insureds interacting by phone, email or through ...

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Online Insurance information

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How much do online insurance jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for online insurance in Santa Rosa, CA is $20.37, according to ZipRecruiter salary data. Most workers in this role earn between $18.65 and $22.36 per hour, depending on experience, location, and employer.

What is an online insurance agent?

An Online Insurance Agent is a professional who helps clients purchase, manage, and understand insurance policies through digital platforms. They provide advice on different insurance products, such as auto, health, life, or home insurance, and assist in comparing quotes, filing claims, and updating policies, all online. Their role is to make the insurance process more accessible, convenient, and efficient for clients by leveraging technology and digital communication.

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

To excel as an Online Insurance Agent, you need a solid grasp of insurance products, strong sales abilities, and typically a state-issued insurance license. Familiarity with CRM platforms, online quoting tools, and digital communication systems is crucial for managing client relationships and applications. Outstanding soft skills include active listening, customer service orientation, and the ability to explain complex information clearly. These competencies are vital for building trust, efficiently serving clients online, and ensuring regulatory compliance in a digital environment.

What are some common challenges faced by professionals in online insurance roles, and how can they be addressed?

Professionals in online insurance often face challenges related to rapidly changing technology, high customer expectations for quick service, and the need to stay updated on digital security and compliance. Adapting to new software platforms and managing a high volume of digital inquiries can be demanding. To overcome these challenges, staying current with industry training, developing strong digital communication skills, and collaborating with IT and compliance teams are essential. Embracing continuous learning and using available digital tools can help streamline processes and improve customer satisfaction.

What is the difference between Online Insurance vs Insurance Agent?

AspectOnline InsuranceInsurance Agent
CredentialsNo specific licensing required for online platformsRequires licensing and certifications
Work EnvironmentDigital, remote, self-pacedIn-person or remote, client-facing
Industry UsageUsed by companies offering direct-to-consumer policiesEmployed by agencies or independent
Customer InteractionSelf-service, online supportPersonalized, consultative

Online Insurance involves purchasing policies through digital platforms without direct agent interaction, focusing on self-service. Insurance Agents provide personalized advice, assist with policy selection, and often work face-to-face or remotely. Both roles serve the insurance industry but differ mainly in customer engagement and required credentials.

What are the most commonly searched types of Insurance jobs in Santa Rosa, CA?

The most popular types of Insurance jobs in Santa Rosa, CA are:

What are popular job titles related to Online Insurance jobs in Santa Rosa, CA?

For Online Insurance jobs in Santa Rosa, CA, the most frequently searched job titles are:

What job categories do people searching Online Insurance jobs in Santa Rosa, CA look for?

The top searched job categories for Online Insurance jobs in Santa Rosa, CA are:

What cities near Santa Rosa, CA are hiring for Online Insurance jobs?

Cities near Santa Rosa, CA with the most Online Insurance job openings:

Online Insurance jobs near you
Infographic showing various Online Insurance job openings in Santa Rosa, CA as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 21% Part Time, and 6% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $42,375 per year, or $20.4 per hour.

Insurance Representative

Redwood Credit Union

Napa, CA • On-site

$69K - $87K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 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 2026"
•   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.