Insurance Servicing Agent II

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 offers
• Identify opportunities to refer members to partner services to meet the member’s financial needs
• Respond to underwriting information requests on in-force policies
• Solve complex billing issues by following up with insurance carriers
• 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
• 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

Requirements

• Property & Casualty license required, Life & Health license preferred
• High School Diploma

Location

Hillsboro Corporate Office - Hillsboro, OR 97124 (HYBRID)

Pay

Target Compensation in Hillsboro, OR: $60,348 - $72,227 + monthly incentives

Benefits

• 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)