Insurance Servicing Agent II

First Technology Federal Credit Union • Hillsboro, OR

48d • 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. This role involves assessing members' insurance needs, educating them on policies and coverage, conducting policy reviews, and identifying opportunities for cross-selling and referrals to meet financial needs. The agent will also respond to underwriting requests, resolve complex billing issues, maintain electronic client files, and may partner with sales agents. Additionally, this position serves as a subject matter expert for the team, attends underwriting-related meetings, and provides dedicated support to employee policyholders.

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
• Life & Health license preferred
• High School Diploma

Nice To Haves

• Insurance Sales experience is 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 established 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED