What are the responsibilities and job description for the Insurance Servicing Agent position at First Technology Federal Credit Union?
The Insurance Service Agent services existing insurance policies, processing and following up on requested changes and updates received primarily through inbound requests.
Here's what you can expect from the job and what you need to be successful:
Job Duties
- 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
Essential Skills
- 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
- Minimum Education: High School Diploma
- Certification/License: Property & Casualty license required, Life & Health license preferred
Location: Hillsboro, OR 97124 | (HYBRID)
Target Compensation in Hillsboro, OR: $54k - $60k annually monthly 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)
What makes First Tech different? Click here to learn more!
First Tech is not currently offering Visa transfer/ sponsorship for this position
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Salary : $54,000 - $60,000
