Senior Manager, Insurance Services

The Senior Manager, Insurance Services leads a team of Licensed Servicing Agents and Insurance Associates. This position oversees and manages the daily operations of the department and ensure that procedures and practices are in alignment with credit union expectations.

Primary Responsibilities:

• 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

Experience and Education Requirement:

• Minimum Education: High School Diploma; Bachelor’s degree (preferably in Business Administration or other related fields of study) is preferred
• 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
• Ability to 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

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

Target Compensation for Hillsboro, OR: $99,621 - $114,618 annually + monthly incentives

Benefits options include:

• 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)

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