About the position
OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its vision to Enrich Lives. This vision shapes every action, aligning the team with a greater sense of purpose. With each interaction, OCCU strives to positively impact individuals and communities. The values of tenacity, humility, and big-heartedness are central to OCCU's commitment to putting members first. The position is hybrid (remote and on-site) in Oregon, with starting pay from $23 - $26 per hour, plus compensation plan. OCCU provides an additional $2 per hour for bilingual Spanish-speaking employees who pass a standardized test. Applicants may be considered for a senior level role based on requisite experience. OCCU is hiring an Insurance Services Representative! The Insurance Services Representative provides high-quality asset protection for current and prospective members in the areas of personal and commercial insurance lines. They support new insurance sales and renewal activities of policyholders and have the primary role of assisting members with claim inquiries and processing. Additionally, they look for opportunities to offer other OCCU products and assist in creating greater value for members. They provide excellent member service and strive to exceed the expectations of members.
Responsibilities
- Provide high-quality asset protection for current and prospective members in personal and commercial insurance lines.
- Support new insurance sales and renewal activities of policyholders.
- Assist members with claim inquiries and processing.
- Look for opportunities to offer other OCCU products.
- Assist in creating greater value for members.
- Provide excellent member service and strive to exceed member expectations.
Requirements
- At least two years of customer service experience.
- Analytical and problem-solving experience.
- Decision-making and organizational skills.
- Licensure for Property and Casualty insurance in Oregon required or must be obtained within 60 days of hire.
Nice-to-haves
- Vendor experience.
- Proficiency with Customer Management Systems.
- Bilingual Spanish-speaking candidates preferred.
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.
