Insurance Servicing Agent II

First Technology Federal Credit Union•Hillsboro, OR

1d•Hybrid

About The Position

The Insurance Service Agent II proactively contacts members to improve policy retention and services existing insurance policies, processing and following up on requested changes and updates. Job Duties: Proactively contacts members to discuss and present policy renewal options with the goal of improving policy retention Assess members’ insurance needs and educate members on insurance policies and coverage options in order to deepen the member relationship through cross sell and referral opportunities Conduct policy reviews on in-force policies and advise on additional coverages and policies as needed Proactively contact Agency Billed Policies to review and present renewal offer Identify opportunities to refer members to partner services to meet the member’s financial needs Respond to underwriting information requests on in-force policies Resolve complex billing issues by following up with insurance carrier Maintain up-to-date electronic client files in compliance with agency and regulatory requirements May partner with an estabished Sales Agent to provide a streamlined customer experience Serve as a subject matter expert and resource for the team Attend underwriting-related meetings and disseminate updates to the team Provide dedicated support to First Tech employee policy holders

Requirements

Minimum 3 years’ experience in the Insurance industry (Insurance Sales experience is preferred)
Ability to organize, analyze and interpret data to reach sound decisions and guide clients based on individual risk tolerances
Effective time management and organizational skills, with the ability to independently prioritize workload and meet deadlines
Foster strong relationships with internal and external stakeholders
Demonstrated ability to communicate the value of insurance to clients
Up to date knowledge of insurance industry trends, products/services, procedures and policies
Proficiency with basic to complex mathematical calculations
Up to date knowledge of insurance industry trends, products/services, procedures and policies
Working knowledge of Microsoft Office Suite
Property & Casualty license required

Nice To Haves

Life & Health license preferred

Responsibilities

Proactively contacts members to discuss and present policy renewal options with the goal of improving policy retention
Assess members’ insurance needs and educate members on insurance policies and coverage options in order to deepen the member relationship through cross sell and referral opportunities
Conduct policy reviews on in-force policies and advise on additional coverages and policies as needed
Proactively contact Agency Billed Policies to review and present renewal offer
Identify opportunities to refer members to partner services to meet the member’s financial needs
Respond to underwriting information requests on in-force policies
Resolve complex billing issues by following up with insurance carrier
Maintain up-to-date electronic client files in compliance with agency and regulatory requirements
May partner with an estabished Sales Agent to provide a streamlined customer experience
Serve as a subject matter expert and resource for the team
Attend underwriting-related meetings and disseminate updates to the team
Provide dedicated support to First Tech employee policy holders

Benefits

Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

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