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