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Insurance Servicing Agent

First Tech Federal Credit Union · Hillsboro, Oregon, US

The Insurance Service Agent services existing insurance policies, processing and following up on requested changes and updates received primarily through inb...

Job description

The Insurance Service Agent services existing insurance policies, processing and following up on requested changes and updates received primarily through inbound requests. Job Duties: - Responds to billing and coverage inquiries and proof of insurance requests - Respond to underwriting information requests on in-force policies - Resolve complex billing issues by following up with insurance carrier - Assess members’ insurance needs and educate members on insurance policies and coverage options in order to identify cross sell and referral opportunities - Conduct policy reviews on in-force policies and advise on additional coverages and policies as needed - Maintain up-to-date electronic client files in compliance with agency and regulatory requirements Essential Skills: Location: Hillsboro Corporate Office - Hillsboro, OR 97124 (HYBRID) Target Compensation in Hillsboro, OR: $54,150 - $62,938 plus monthly incentives - Minimum 2 years’ experience in the Insurance industry - 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...