Insurance Servicing Agent

First Technology Federal Credit Union • Hillsboro, OR

1d • $54,150 - $62,938 • Hybrid

About The Position

The Insurance Service Agent services existing insurance policies, processing and following up on requested changes and updates received primarily through inbound requests.

Requirements

• Minimum 2 years’ experience in the Insurance industry
• 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
• Strong communication skills, both oral and written
• Up to date knowledge of insurance industry trends, products/services, procedures and policies
• Proficiency with basic to complex mathematical calculations
• Working knowledge of Microsoft Office Suite
• Property & Casualty license required

Nice To Haves

• Life & Health license preferred

Responsibilities

• Responds to billing and coverage inquiries and proof of insurance requests
• Respond to underwriting information requests on in-force policies
• Resolve complex billing issues by following up with insurance carrier
• Assess members’ insurance needs and educate members on insurance policies and coverage options in order to identify cross sell and referral opportunities
• Conduct policy reviews on in-force policies and advise on additional coverages and policies as needed
• Maintain up-to-date electronic client files in compliance with agency and regulatory requirements

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: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees