First Tech Federal Credit Union · 2 months ago
Insurance Sales Agent
Beaverton, Oregon
Full-time
Onsite
Senior Level
$35K/yr - $100K/yr
5+ years expFirst Tech Federal Credit Union is seeking an experienced Insurance Sales Agent to join their insurance team. The role involves building a client base, responding to member inquiries, and maintaining strong relationships within the credit union and insurance department.
BankingFinance
No H1B
Responsibilities
Respond to phone calls, emails, member referrals from credit union staff in a timely manner; answer member questions regarding insurance coverage and offer solutions with the members' best interest in mind
Identifying clients: Finding potential clients through leads and referrals, and networking with them
Develop and maintain strong relationships with stakeholders in the insurance department and the credit union
Prepare proposals for prospects and make follow-up calls to members; maintain up to date electronic files on all current and prospective members in compliance with agency and regulatory requirements
Maintain list of policy expiration dates to contact and provide proposals in the future
Maintain up-to-date electronic customer files in compliance with agency and regulatory requirements
Maintain up-to-date knowledge of insurance industry trends, products/services, procedures and policies
Qualification
Required
High School Diploma; Bachelor's degree is preferred
Minimum 5 years' sales and customer service experience in an independent agency settings, demonstrating a successful sales record
Knowledge and understanding of commercial insurance policies and carriers
Skilled in organizing, analyzing and interpreting data to reach sound decisions and guide clients based on individual risk tolerances
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
Partnered with other professionals for networking opportunities such as Financial planners, mortgage brokers, and real estate agents
Knowledge of the laws and regulations regarding personal lines insurance products
Familiarity with an agency management system (such as EZLynx)
Working knowledge of Microsoft Office Suite and Comparative Rater
Must have OR Property & Casualty license, Life Insurance license. Others states are a plus
Benefits
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
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)
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
2026-01-11
WBJournal.com
2025-12-11
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