Insurance Servicing Specialist
7 days ago
About the Role
We are seeking a highly skilled Insurance Servicing Agent to join our team at First Tech Federal Credit Union in Hillsboro, OR. As an Insurance Servicing Agent, you will play a critical role in processing and following up on requested changes and updates to insurance policies, responding to billing and coverage inquiries, and conducting policy reviews on in-force policies.
The ideal candidate will have an active Property & Casualty insurance license and some customer service experience working in the Insurance industry. They will also possess excellent communication and organizational skills, with the ability to independently prioritize workload and meet deadlines.
Key Responsibilities:
- Proactively contact members to discuss and present policy renewal options with the goal of improving policy retention.
- Assess members' insurance needs and educate them on insurance policies and coverage options 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 their 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.
- Partner with Sales Agents to provide a 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.
Requirements and Qualifications
- Minimum 2 years' experience in the Insurance industry (Insurance Sales experience 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.
- Working knowledge of Microsoft Office Suite.
- Minimum Education: High School Diploma.
- Certification/License: Property & Casualty license required, Life & Health license preferred.
Benefits and Compensation
- Estimated annual salary range: $54,000 - $61,000, plus incentive.
- 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.
About First Tech
First Tech is a forward-thinking financial institution that prioritizes innovation and community involvement. We strive to deliver exceptional experiences for our members, employees, and partners alike.
-
Insurance Servicing Agent
4 weeks ago
Hillsboro, United States First Technology Federal Credit Union Full timeDescription Our Insurance Agency is looking for a Licensed Insurance Servicing Agent to join our growing team. In this role you will process and follow-up on requested changes and updates to insurance policies, respond to billing and coverage inquiries, and conduct policy reviews on in-force policies. Qualified candidates will have an active Property &...
-
Insurance Servicing Agent
4 weeks ago
Hillsboro, United States First Technology Federal Credit Union Full timeDescription Our Insurance Agency is looking for a Licensed Insurance Servicing Agent to join our growing team. In this role you will process and follow-up on requested changes and updates to insurance policies, respond to billing and coverage inquiries, and conduct policy reviews on in-force policies. Qualified candidates will have an active Property &...
-
Insurance Servicing Agent
4 weeks ago
Hillsboro, United States First Tech Credit Union Full timeOur Insurance Agency is looking for a Licensed Insurance Servicing Agent to join our growing team. In this role you will process and follow-up on requested changes and updates to insurance policies, respond to billing and coverage inquiries, and cond Insurance, Agent, Insurance Sales, Customer Experience, Banking, Policy
-
Hillsboro, Oregon, United States AMN Healthcare Allied Full timeAbout the RoleAMN Healthcare Allied is partnering with a top school district in Northwest, Oregon to hire a Therapeutic Services Specialist. This specialist will provide counseling services to students of all ages, focusing on Individualized Education Plans (IEPs) and regular student population.Educational Background and QualificationsA Master's or Doctoral...
-
Customer Service Specialist
6 months ago
Hillsboro, United States Paul Davis Restoration Full timeCustomer Service SpecialistFull Job DescriptionPosition: Help our customers and team members in any way needed, with a welcoming and friendly attitude. This position fills many roles and requires a friendly and organized individual who does not mind pitching in wherever the need occurs. What does a Customer Service Specialist with Paul Davis do? Stays in...
-
Semiconductor Field Service Specialist
7 days ago
Hillsboro, Oregon, United States WGNSTAR Full timeJob SummaryWe are seeking a highly skilled Semiconductor Field Service Specialist to join our team at WGNSTAR. In this role, you will be responsible for performing field service operations in the semiconductor industry.
-
Customer Service E-commerce Specialist
1 week ago
Hillsboro, Texas, United States Walmart Full timeJob DescriptionFulfill the demands of an ever-growing e-commerce market as a Customer Service E-commerce Specialist at Walmart.Key ResponsibilitiesLocate and prepare merchandise for online orders in a fast-paced retail environment, ensuring accuracy and efficiency.Collaborate with customers to resolve issues and ensure their satisfaction.Work effectively in...
-
Electronics Field Service Specialist
7 days ago
Hillsboro, United States Thermo Fisher Scientific Full timeJob OverviewWe are seeking an experienced Electronics Field Service Specialist to join our team at Thermo Fisher Scientific.
-
Customer Service Specialist
6 days ago
Hillsboro, Texas, United States National Automotive Training Academy Full timeJob OverviewWe are seeking a skilled Customer Service Specialist to join our team at the National Automotive Training Academy. In this role, you will be the public face of our company, responsible for delivering exceptional customer experiences and providing top-notch service to our clients.
-
Electromechanical Service Specialist
7 days ago
Hillsboro, United States WGNSTAR Full timeAbout the RoleWGNSTAR is seeking an experienced Electromechanical Service Specialist to join our team. The successful candidate will provide excellent service to customers, utilizing electromechanical skills in a dynamic and growing company with a global footprint.Key ResponsibilitiesUtilize electromechanical skills to provide excellent service to...
-
HILLSBORO, United States APPLIED MATERIALS Full timeGlobal Customer Support SpecialistWe're seeking a highly skilled Field Service Engineer to join our team as a Global Customer Support Specialist.This role requires a strong ability to troubleshoot hardware, solve complex problems, and ensure equipment operates efficiently. As a Field Service Engineer, you'll work closely with customers worldwide, providing...
-
Data Entry Specialist
6 days ago
Hillsboro, United States DaBella Full timeDescription Overview: The Data Entry Specialist organizes and processes financial information from sales representatives and manages a wide range of administrative and client support activities. They will also oversee standard security procedures for handling sensitive financial information and maintain data privacy to serve homeowners to the best of their...
-
Insurance Analyst
1 month ago
Hillsboro, United States National Cooperative Business Association Full timeInsurance Analyst Banking 2, Role B Review and analyze annual insurance renewal documents submitted for Real Estate, Commercial, and SBA loans and others as assigned. Identify loans that do not meet loan requirements and communicate with insurance agents and/or borrowers accordingly. Follow up on cancellation notices to ensure property coverage is in force....
-
Insurance Analyst
1 month ago
Hillsboro, United States National Cooperative Business Association Full timeInsurance Analyst Banking 2, Role B Review and analyze annual insurance renewal documents submitted for Real Estate, Commercial, and SBA loans and others as assigned. Identify loans that do not meet loan requirements and communicate with insurance agents and/or borrowers accordingly. Follow up on cancellation notices to ensure property coverage is in force....
-
Data Entry Specialist
8 hours ago
Hillsboro, United States DaBella Full timeJob DescriptionJob DescriptionOverview: The Data Entry Specialist organizes and processes financial information from sales representatives and manages a wide range of administrative and client support activities. They will also oversee standard security procedures for handling sensitive financial information and maintain data privacy to serve homeowners...
-
Cable Installation Specialist
1 week ago
Hillsboro, United States TEKsystems Full timeWe are seeking a highly skilled Cable Installation Specialist to join our team at TEKsystems. In this role, you will have the opportunity to work on various projects, including data center installations.The ideal candidate will have experience with cable pulling, innerduct installation, and fiber cleaning. Strong communication skills and a professional...
-
Agricultural Insurance Professional
3 days ago
hillsboro, United States GPAC Full timeA dynamic and expanding agricultural insurance organization is seeking a highly skilled Crop Insurance Advisor to join their team in North Dakota. This exciting opportunity involves servicing assigned accounts, making sound underwriting decisions, and providing exceptional customer service.Job Responsibilities:Maintain and service assigned accounts with...
-
Insurance Professional Opportunity
6 days ago
Hillsboro, United States Texas Farm Bureau Full timeAt Texas Farm Bureau, we are seeking a skilled Insurance Agent to join our team. As an Insurance Professional, you will play a critical role in helping us protect the interests of farmers and rural Texans.We offer a competitive salary range of $50,000 - $80,000 per year, depending on experience and qualifications. Our insurance professionals work with...
-
Equipment Service Specialist
1 week ago
Hillsboro, Texas, United States South Star JCB Full timeAt South Star JCB, we are seeking a skilled Heavy Duty Mechanic to join our team in Lewisville, TX. As a key member of our service team, you will be responsible for performing routine maintenance and repairs on heavy equipment.The ideal candidate will have at least 5 years of experience working with backhoes, skid-steer loaders, excavators, and telehandlers....
-
Service Engineer Specialist
6 days ago
Hillsboro, United States APPLIED MATERIALS Full timeAbout the RoleAs a Field Service Engineer at Applied Materials, you will be part of a global team that drives innovation in materials engineering solutions. Our engineers play a vital role in producing cutting-edge technology for semiconductors and displays.Your primary responsibility will be to provide top-notch support to our customers worldwide, ensuring...