stateemployeescreditunion
The Insurance Specialist provides consultative insurance guidance and manages the delivery of auto, home, life, and annuity insurance services within a designated territory. This role involves building member relationships, assessing financial needs, and recommending appropriate insurance solutions to support holistic financial planning. The specialist collaborates with various business lines to establish effective referral processes and ensure comprehensive member support.
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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