Insurance Servicing Specialist

7 days ago


Hillsboro, United States First Technology Federal Credit Union Full time

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.



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