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Senior Insurance Advisor - Eugene, OR

Quick Facts
Company Name:Oregon Community Credit Union
Location:Eugene, OR
Employment Type:Full Time
Pay:$22.90 - $28.70 per hour
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Starting Pay Range: $22.90 - $28.70 per hour plus compensation plan and may be eligible for a $2,500 bonus after an introductory period.

Location: Eugene, OR

OCCU is here to enrich lives. We do this by hiring tenacious, humble and big-hearted individuals who are driven to work hard; contribute to an outstanding member experience; support their community through volunteering and advocating for community needs and are dedicated to their own individual growth and development.

The Senior Insurance Advisor provides high-quality asset protection for current and prospective OCCU members in the areas of personal and commercial insurance lines. They prepare coverage quotes, present options, and educate members in the importance of appropriate and adequate coverages and protection. They provide excellent member service and exceed the expectations of members. By bringing your talent and experience to OCCU, you have the opportunity to help grow a new program and see the impact you can make.

Every day you will:

  • Meet with members (in person, on the phone or virtually) to ascertain their insurance needs through the use of a needs-based analysis/conversation and subsequent presentation.
  • Present educational tools to assist members in choosing adequate insurance coverages to protect their assets.
  • Utilize the insurance management system daily to ensure all suspense items are completed.
  • Obtain quotes and/or applications and required forms and other necessary documents from the applicant.
  • Process signed applications, required forms and other necessary documentation for policy issuance.
  • Develop relationships with branch operations, centralized loan center, mortgage lending, commercial lending and other departments to maximize referral opportunities.
  • Adhere to all underwriting requirements.
  • Refer members to OCCU products.
  • Mentor other Sales Agents to support agency growth.

To thrive in this role, you must have:

  • A minimum of two years of demonstrated insurance sales experience with high volume in new business.
  • Demonstrated experience with mentoring others in a sales environment preferably insurance.
  • Demonstrated ability to convert prospects to customers.
  • Demonstrated informed decision-making skills with high attention to detail in work product, organization, planning, workflow and project prioritization to ensure tasks are completed efficiently and accurately.
  • Effective communication skills in written and spoken form.

Insurance sales experience in an independent agency environment is helpful.

Qualified candidates for this position will have relevant education and experience necessary to perform the essential functions and meet the minimum performance expectations for this position with or without an accommodation.

OCCU is an Equal Opportunity Employer