Senior Manager, Insurance Services

Job Duties

• Lead a team of high-performing and engaged employees through effective people leadership practices including regular communication of performance expectations and feedback to employees to maintain high team performance;
• provide coaching and corrective action as required;
• actively support employee professional growth and development;
• Consistently analyze, measure, and track service agent performance through established metrics;
• Develops strategies to optimize policy retention and cross-sale of additional insurance products;
• Foster educational approach of insurance concepts within Insurance Services team;
• Lead new agent training and oversee the onboarding process of new service agents;
• Meet established department goals (including annual policy retention); update leader on all major projects, employee issues and goal progress;
• Develop, coordinate, maintain and enforce systems, policies, procedures and productivity standards in partnership with other business units;
• Recognize and mitigate risk within department;
• Maintain positive and constructive relationships with insurance carriers and vendors

Essential Skills

• Minimum of 6 years’ experience in an independent Property & Casualty insurance agency with an emphasis on member focused sales and service functions; including a minimum of 2 years in a leadership role;
• Proven track record as an insurance agent, preferably with an independent personal lines agency;
• Experience with First Tech’s major insurance carriers;
• Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines;
• Establish and maintain strong relationships with internal stakeholders;
• Proven people management and development skills, adept at providing frequent and valuable performance feedback to develop and build employees;
• Broad knowledge of the laws and regulations regarding personal lines insurance products;
• Familiarity with EZ Lynx;
• Working knowledge of Microsoft Office Suite;
• Certification/License: Active resident Property & Casualty required, and Life Insurance licenses preferred;
• Minimum Education: High School Diploma; Bachelor’s degree (preferably in Business Administration or other related fields of study) is preferred

Location

Hillsboro Corporate Office - Hillsboro, OR 97124 (HYBRID)

Target Compensation

$99,621 - $114,618 annually + 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)