First Tech Federal Credit Union · 3 months ago
Program Manager III, Insurance Services
Hillsboro, Oregon
Full-time
Onsite
Mid, Senior Level
$76K/yr - $84K/yr
5+ years expFirst Tech Federal Credit Union is seeking a Program Manager III for their Insurance Services division. This role focuses on optimizing efficiencies in sales, service, and operational teams while advocating for Credit Union employees and enhancing member experience through various initiatives and process improvements.
BankingFinance
Responsibilities
Create and implement an Insurance Agency employee engagement program in collaboration with internal and external partners through webinars and insurance awareness presentations
Evaluate the quality and accuracy of insurance transactions (e.g., service requests, endorsements, policy changes, household reviews) and communicate findings to leadership and team members
Assist leadership in the development and delivery of new employee and carrier onboarding focused on products, systems, processes, and operations
Provide cross-functional and agency support to ensure operational readiness in conducting process mapping to uncover inefficiencies, writing and updating procedures, and facilitating upgrades while ensuring carrier product information and regulatory compliance
Analyze the effectiveness of core systems, operational programs and lead activities related to recommended process improvements, addresses inefficiencies, and work collaboratively with leaders to optimize processes
Support ongoing initiatives and provide cross-functional support to achieve objectives for retention, quality growth, productivity gains, and member/employee engagement
Act as a Credit Union employee advocate (insurance sales) for the Insurance Agency and a liaison between the Insurance team and the Credit Union
Develop and support strong Credit Union employee engagement with Insurance agency through webinars and other insurance awareness presentations
Evaluate the quality and accuracy of insurance transactions (e.g., support new policy drafting, endorsements, policy changes) and communicate findings to leadership and team members
Be the subject matter expert for carrier product information and Agency procedures. Disseminate industry and procedure updates to the Agency team
Assist in new employee onboarding for carrier systems, process, and operations
Assess the effectiveness of core systems and operational programs. Recommend process improvements, address inefficiencies, and support optimization processes
Support ongoing initiatives and provide cross-functional support to achieve objectives for quality growth, productivity gains, and Credit Union member engagement
Qualification
Required
Bachelor's degree is preferred
Minimum 5 years' experience (relevant insurance sales experience)
Minimum 5 years of experience in an independent Property and Casualty insurance agency with an emphasis on member focused sales and service functions
Strong knowledge of insurance products, services, and regulations
Ability to foster internal and external business relationships to ensure alignment with business imperatives
Ability to create and deliver engaging presentations tailored to diverse audiences
Effective time management and organizational skills, with the ability to independently prioritize workload and meet deadlines
Strong attention to detail and with a focus on accuracy
Strong business communication skills; able to write/speak clearly and professionally for a variety of audiences
Strategic thinker with outstanding research, analytical and problem-solving skills
Working knowledge of Microsoft Office Suite or insurance management software such as EZ Lynx
Property and Casualty License required
Preferred
Bachelor's degree is preferred
Life and Health License preferred
Company
First Tech Federal Credit Union
First Tech Federal Credit Union is an Oregon-based investment bank that focuses on technology-driven companies.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kalyan Rajamani
Chief Technology Officer
E
Evelyn Prime-MacAdam
SVP, Digital Product
Recent News
WBJournal.com
2025-12-11
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