Insurance Servicing Agent II

Description

The Insurance Service Agent II proactively contacts members to improve policy retention and services existing insurance policies, processing and following up on requested changes and updates. 

Here’s what you can expect from the job and what you need to be successful:  

What You'll Do:  

• 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-sales and referral opportunities
• Conduct policy reviews on in-force policies and advise on additional coverage 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 carriers
• Maintain up-to-date electronic client files in compliance with agency and regulatory requirements
• May partner with an established Sales Agent to provide 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 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
• Certification/License:  Property & Casualty license  required , Life & Health license preferred 
• Minimum Education:  High School Diploma  

Location:  Hillsboro Corporate Office - Hillsboro, OR 97124 (HYBRID)

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

Who We Are:

What makes First Tech different? Click here to learn more!

Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees are eligible for:

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements:

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to View email address on click.appcast.io and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

First Tech is not currently offering Visa transfer/sponsorship for this position.

First Tech Federal Credit Union