Program Manager III, Insurance Services

The Insurance Services Program Manager works to optimize efficiencies throughout the Agency's sales, service, and/or operational teams. The Program Manager will lead a variety of initiatives and advise in the design and implementation of process improvements, core system relationship management, onboarding, and quality assurance efforts to drive member experience and business growth. In this role, the Program Manager will act as an Insurance Agency advocate for Credit Union employees.

Here's what you can expect from the job and what you need to be successful:

What You'll Do:

• 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

Essential Skills:

• 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
• Minimum Education:Bachelor's degree is preferred
• Certification/License: Property and Casualty Licenserequired | Life and Health License preferred

Location:Hillsboro Corporate Office - Hillsboro, OR 97124 (HYBRID)

Target Compensation for Hillsboro, OR:$76,000 - $84,000 plus monthly incentive

Who We Are:

What makes First Tech different? Clickhere to learn more!

Every great journey begins with a bold idea-and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees are eligible for:

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: - You'll accrue up to 15 days in your first year.In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria

Employment Statements:

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to[emailprotected]and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address

First Tech is not currently offering Visa transfer or sponsorship for this position

#FTHP