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Licensed Insurance Services Representative

Company: First Tech Federal Credit Union
Location: Beaverton
Posted on: January 13, 2018

Job Description:

Our Insurance Agency is searching for a Licensed Insurance Services Representative to join their 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 at least 2 years customer service experience in the Insurance industry and an active Property& Casualty insurance license.

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

Job duties


  • Process and follow-up on requested changes and updates to insurance policies
  • Respond to billing and coverage inquiries, and proof of insurance requests
  • Conduct policy reviews on in-force policies and advise on additional coverages and policies as needed
  • Respond to underwriting information requests on in-force policies
  • Stay informed of industry changes, changes in products/services, procedures, and policies
  • Maintain up-to-date electronic customer files in compliance with agency and regulatory requirements


    Essential skills


    • Minimum 2 years--- customer service experience in the Insurance industry
    • Ability to organize, analyze and interpret data to reach sound decisions and guide clients based on individual risk tolerances
    • Proficiency with basic to complex mathematical calculations
    • Active Property& Casualty insurance licenserequired,Life& Health insurance license preferred


      Location: Beaverton, OR 97003

      First Tech is not currently offering Visa sponsorship or transfers

      I acknowledge that if hired by the company, employment is on an at-will basis. This means the company is free to terminate my employment at any time, with or without cause or advance notice. Similarly, I am free to terminate my employment with the company at any time for any reason. I agree to conform to the rules and regulations of the company, and I understand that the company has complete discretion to modify such rules and regulations at any time, except that it will not modify its policy of employment at-will.

      Keywords: First Tech Federal Credit Union, Portland, Licensed Insurance Services Representative, Sales, Beaverton, Oregon

      Click here to apply!

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