Insurance Sales Agent I

Our partner is seeking an Insurance Sales Agent I in Happy Valley, OR. This role involves building relationships with current and prospective clients, providing guidance on insurance policies, and cross-selling solutions based on client needs. The position plays a key role in helping clients enhance their financial well-being through comprehensive insurance coverage.

Responsibilities

• Advise and cross-sell insurance policies to protect individuals and businesses from financial risks.
• Seek out new clients through referrals, networking, marketing, and lead databases.
• Tailor insurance programs to fit individual client needs and risk profiles.
• Interview clients to assess financial needs, property conditions, and existing coverage.
• Explain insurance policy features, advantages, and disadvantages, and process applications.
• Match clients with insurance policies offering the best rates and coverage.
• Calculate premiums and establish payment methods.
• Issue binders as requested by mortgagees and loss payees.
• Process insurance claims efficiently, ensuring fair settlements for clients and insurers.
• Analyze and update insurance programs for existing policyholders.
• Inspect properties to evaluate insurance risk based on factors such as age and construction type.
• Perform administrative duties such as policy renewals and payment processing.
• Collaborate with internal staff to provide feedback on referrals and sales leads.
• Support business development efforts through marketing, branch displays, and member referrals.
• Offer ongoing assistance to clients with insurance needs.
• Complete continuing education requirements to maintain an active insurance license.
• Conduct product and referral training for internal staff at the branch level.
• Ensure compliance with relevant regulations, including the Bank Secrecy Act and US Patriot Act.
• Participate in the company’s Email Security Awareness Program.

Requirements

• Experience: 1-3 years of related experience.
• Education: High school diploma or GED. Active insurance license required.
• Skills: Strong understanding of regulatory requirements and compliance.

Benefits

• Healthcare: 100% medical, dental, and vision premium coverage for employees and dependent children.
• Retirement: 5.5% 401(k) match.
• Paid Time Off: 11 paid holidays, vacation and sick time accruals, and paid volunteer opportunities.
• Cultural Enrichment: Paid Cultural Enrichment Day to promote awareness of diverse communities.
• Student Loan Repayment: $100 monthly repayment match.
• Tuition Reimbursement: Support for continued education and professional development.
• Nonprofit Giving: Annual match to amplify charitable donations.