Insurance Advisor

Oregon Community Credit Union • Eugene, OR

351d • $21 - $27

About The Position

OCCU is here to enrich lives. We do this by hiring tenacious, humble and big-hearted individuals who are driven to work hard; contribute to an outstanding member experience; support their community through volunteering and advocating for community needs and are dedicated to their own individual growth and development. The Insurance Advisor provides high-quality asset protection for current and prospective OCCU members in the areas of personal and commercial insurance lines. They prepare coverage quotes, present options and educate members in the importance of appropriate and adequate coverages and protection, even when that means OCCU may not bind coverage for that member. They provide excellent member service to meet and exceed the expectations of the insured. Bilingual in Spanish is preferred.

Requirements

• A minimum of one year of demonstrated insurance sales experience.
• Demonstrated ability to convert prospects to customers.
• Demonstrated analytical skills, problem-solving and development of a strategy that results in achieving desired outcomes.
• Demonstrated informed decision-making skills with high attention to detail in actual work product, organization, planning, workflow and project prioritization to ensure tasks are completed efficiently and accurately.
• Effective communication in written and spoken form is critical.
• Strong organizational skills necessary for managing heavy workloads and multiple tasks, creating documentation, record keeping and maintaining accurate records.
• Acquired or have the ability to acquire, appropriate insurance licensing as required and within 60 days of hire.

Nice To Haves

• Bilingual in Spanish is preferred.

Responsibilities

• Meet with members (in person, on the phone or virtually) to ascertain their insurance needs through the use of a needs-based analysis/conversation and subsequent presentation.
• Present educational tools to assist members in choosing adequate insurance coverages to protect their assets.
• Utilize the insurance management system daily to ensure all suspense items are completed.
• Obtain quotes and/or applications and required forms and other necessary documents from the applicant.
• Process signed applications, required forms and other necessary documentation for policy issuance.
• Develop relationships with branch operations, centralized loan center, mortgage lending, commercial lending and other departments to maximize referral opportunities.
• Participate in marketing events, business development and social outreach activities to promote Insurance Services within OCCU field of membership.
• Inspect and photograph insured properties as appropriate.
• Foster a healthy relationship with insurance carrier partners.
• Adhere to all underwriting requirements.
• Always operate with the utmost integrity and high ethical standards to provide the best coverage options possible for our members at the best value available.
• Refer members to OCCU products.

Benefits

• Low-cost medical, dental and vision insurance.
• 401(k) retirement plan with employer match.
• Paid time off in addition to 12 paid holidays.
• Tuition reimbursement for eligible education and training.
• Company-paid long-term disability.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Number of Employees: 501-1,000 employees