What are the responsibilities and job description for the Insurance Servicing Agent position at First Technology Federal Credit Union?
Our Insurance Agency is looking for a Licensed Insurance Servicing Agent to join our growing team. In this role you will process and follow-up on requested changes and updates to insurance policies, respond to billing and coverage inquiries, and conduct policy reviews on in-force policies. Qualified candidates will have an active Property & Casualty insurance license and some customer service experience working in the Insurance industry.
Here's what you can expect from the job and what you need to be successful:
Here's what you can expect from the job and what you need to be successful:
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 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
Essential skills:
- Minimum 2 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
- Minimum Education: High School Diploma
- Certification/License: Property & Casualty license required, Life & Health license preferred
Location: Hillsboro, OR 97124 (HYBRID)
Target Compensation: $54,000 to $61,000 annually incentive
Benefits options include:
- Traditional medical, dental, and vision coverage
- 401K matching up to 5% per pay period
- Accrue up to 17 days of Paid Time Off your first year of employment
- 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)
First Tech is not currently offering Visa sponsorship or transfer for this position
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Salary : $54,000 - $61,000
