Senior Manager, Insurance Services

Description

• 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

• 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 

• 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)