Insurance Servicing Agent II

Insurance Servicing Agent II First Technology Federal Credit Union - 3.1 Hillsboro, OR Job Details Full-time $60,348 - $72,227 a year 1 day ago Benefits Paid holidays Health insurance Dental insurance Paid time off 401(k) 5% Match Vision insurance 401(k) matching Qualifications Basic math Client relationship development Property & Casualty License High school diploma or GED Data interpretation Productivity software Life & Health Insurance License Stakeholder relationship building Stakeholder management Full Job Description 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

Essential Skills:

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 Certification/License:

Property & Casualty license required , Life & Health license preferred

Minimum Education:

High School Diploma Location:

Hillsboro Corporate Office - Hillsboro, OR 97124 (HYBRID) Target Compensation in

Hillsboro, OR:

$60,348 - $72,227 + monthly incentives Benefits options include: 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 makes First Tech different? Click here to learn more! First Tech is not currently offering Visa transfer or sponsorship for this position #FTMP