Personal Lines Specialist

Work Location

This position will work onsite at both the North and West Redmond Branches in Redmond, Oregon

Compensation

• Base Salary: The base salary for the Personal Lines Specialist position is $25-$29 per hour, that may decrease after three years if minimum production goals are not achieved.
• Commissions: This position is eligible to earn commissions in addition to the base salary. These commissions range from 20% to 60% per sold policy, depending on the product type. Commission amounts are paid in the amount exceeding the base salary.
• Incentives: This position is eligible for a monthly incentive typically ranging from $0 to $375.

Benefits

Our team’s well-being is a priority, and we’re proud to offer a comprehensive and holistic benefits package for team members and their families.

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) retirement plan (with guaranteed employer contributions)
• Paid time off for personal and volunteer hours, as well as 10 paid holidays per year
• Additional programs and benefits include wellness and educational reimbursements, an employee assistance program, discounted rates on select SELCO services, and more.

Position Overview

Generate insurance sales and preserve existing clients and policies.

SELCO Core Essential Functions

• Demonstrate adaptability and leadership skills, and uphold SELCO’s Mission Statement, Corporate Values, Service Promises and Exceptional Customer Service Standards.
• Adhere to federal and state regulations, SELCO policies, confidentiality requirements, and other compliance obligations.
• Interact with internal and external customers in a warm and friendly manner, demonstrate a sincere interest and willingness to help.
• Consistently achieve individual performance goals and contribute to department and organizational objectives.
• Represent SELCO with a high level of integrity and professionalism.
• Adapt to and support change to accomplish SELCO’s goals and objectives.
• Actively participate in and/or lead required meetings and trainings.
• Perform other duties as assigned.

Position-specific Essential Functions

• Generate insurance sales through external contacts and internal referrals and service existing policies.
• Finalize insurance sales by ensuring documentation is accurately completed in a timely manner.

Skills and Abilities

The position requires:

• Exceptional customer service skills by using the GVAL-HI approach to providing service. Greet people. Value them. Ask how you can help. Listen. Help them. Invite them back.
• Ability to discover member needs to effectively cross-sell SELCO’s products and services.
• Effective communication and active listening skills through all methods of interaction (e.g., in person, via phone, and in writing).
• Strong computer and software skills, including Microsoft Office 365 applications.
• Strong knowledge of computer systems, including knowledge of systems as it applies to department usage.
• Strong interpersonal skills with the ability to work collaboratively with others.
• Excellent time management, prioritization, and organizational skills with a high level of initiative, accountability, and flexibility to adapt to changing business needs and deadlines.
• Strong problem resolution and problem prevention skills.
• Willingness and ability to receive, give, and apply coaching and feedback.
• Ability to work accurately with close attention to detail.
• Ability to maintain solid insurance carrier knowledge.
• Strong analytical skills and ability to use experience-related knowledge, job training, self-study, and good judgment to make sound, logical decisions.
• Ability to maintain confidentiality of sensitive information.
• Work ethic that includes dependability, punctuality, and a professional appearance and demeanor.
• Ability to perform and complete tasks despite background noise and interruptions.

Education and Experience

• High school diploma or equivalent; and
• Three (3) years of sales experience in insurance products; and
• Valid Property & Casualty License from the State of Oregon is required; and Life & Health License (this requirement may be waived for the first 90 days of employment); and
• Valid Driver’s License; and
• Must be bondable.

Physical Demands

While performing the job duties, approximately 85% of the time is spent stationary, with the remaining time spent moving around work areas. Frequent communication occurs in person, over the phone, and in writing. This position requires the ability to view a computer screen and interpret printed materials and other documents. This position requires the ability to lift and transport up to 5 pounds, and there is an occasional need to stoop, kneel, or reach to access documents, equipment, and supplies.

Interaction and Work Environment

Reports to: Personal Lines Sales Manager
Work areas are inside in a climate-controlled environment with background noise.

Material and Equipment Used

Computer, phone, scanner, copier, fax machine, web camera, and general office supplies

Acknowledgement

I have received and reviewed a copy of the Personal Lines Specialist job description. I understand that this job description is not a contract of employment and in no way changes the at-will nature of the employment relationship with SELCO Community Credit Union.