Insurance Specialist

AgWest Farm Credit•Spokane, WA

1d•Onsite

About The Position

AgWest Farm Credit is seeking an Insurance Specialist I or Insurance Specialist II for its Washington Lending and Insurance department in Spokane, Washington. This full-time role reports to the Insurance Agent II, AVP and assists in providing high-quality, profitable, and constructive insurance products and related services to customers. The position gathers customer and applicant information, completes and maintains insurance applications and related records, monitors follow-up requirements, and provides clerical and customer service support. The specialist is expected to maintain accurate data, comply with applicable regulations and company procedures, build industry knowledge through crop insurance education, and work effectively with customers, outside parties, and colleagues. Travel of up to 10%, including overnight travel within AgWest’s territory, is required. Eligible candidates who must relocate may receive relocation assistance.

Requirements

High school diploma or equivalent.
Insurance or general office function experience.
Strong organizational and customer service skills.
Ability to work efficiently and effectively in a fast-paced environment with shifting priorities.
Ability to work independently and as part of a team.
Obtain the appropriate state insurance agent license(s) within six months of assuming the role.
Willingness and ability to travel up to 10%, including overnight travel.

Responsibilities

Gather customer or applicant information and supporting data in person, by phone, or in writing to complete applications, documents, or reports.
Accurately enter and adjust verified customer information for review and action by an agent or others.
Monitor follow-up requirements in assigned areas.
Comply with applicable regulations and procedures when completing applications, forms, documents, and reports.
Perform clerical duties, including typing correspondence and documents, establishing and maintaining files, answering telephone calls, and taking messages.
Help maintain data integrity by keeping databases accurate.
Maintain industry knowledge through ongoing crop insurance educational training and seminars.
Work effectively with customers, outside parties, and colleagues.
Follow counterparty and vendor management protocols described in company procedures.
Represent and communicate AgWest’s values, purpose, and mission.
Perform duties and maintain standards in accordance with company policies, procedures, and internal controls.
Perform other duties as assigned.
Travel up to 10%, including overnight travel throughout the AgWest territory, and occasionally travel for conferences, training, or all-staff and team meetings.

Benefits

Medical, dental, and vision insurance.
Basic term life and AD&D insurance, fully paid by the company.
15 vacation days, 15 sick days, 12 holidays, and 3 volunteer days annually.
401(k) plan with a 6% match plus a 3% employer contribution.
Employee Assistance Program.
Wellness Program.
Jeans are welcome at work every day.
Vacation accrual rates increase with tenure.
Relocation assistance for eligible candidates who must relocate to accept the position.
Annual performance-based incentive target of 6% of base salary.