Insurance Customer Service Representative

Job Description:

Insurance Customer Service Representative

Location: Springfield, Oregon (hybrid work arrangements are extended to Bend, Oregon if the candidate meets the criteria)

Employment type/status:  Regular, Full-Time or Part-Time (30-40 hours/week)

Benefit eligible: Yes

FSLA status: Non-exempt

Required schedule/availability:  M-F (8:30am-5:30pm)

Note: This position may be eligible for a hybrid onsite and remote work arrangement in the Eugene/Springfield or Bend locations for candidates who have already obtained a Valid Property & Casualty License from the State of Oregon.  Candidates who have not yet obtained this license are not eligible for the hybrid arrangement and will be stationed at the Gateway Branch.

ABOUT SELCO:

As a member-focused credit union, we’re looking for new team members who have a desire to help others. Whether empowering people to reach their goals in person or behind the scenes, our employees share a commitment to creating meaningful relationships with our members and community. We’re also a fun place to work, and we offer competitive pay, professional development, and great benefits!

SELCO Insurance Services is an Equal Opportunity Employer.

ABOUT THE POSITION:

SELCO Insurance Services is looking for a part-time or full-time Insurance Customer Service Representative to join our team. This position is responsible for selling SELCO Group’s products and services while providing assistance to prospects and existing insurance clients through in-person, phone and others electronic channels (i.e. email, chat).  The successful candidate must have at least two (2) years of customer service and sales experience, and a valid Property & Casualty License from the State of Oregon is required (this requirement may be waived for the first 90 days of employment). Bilingual in Spanish and English is preferred, but not required. To learn more about SELCO, view the full position description, and apply, please visit https://www.selco.org/why-selco/careers/!

Essential job duties include (please see the position description for a comprehensive list):

• Welcome and interact with internal and external customers in a warm and friendly manner, demonstrate a sincere interest and willingness to help in person, over the phone, and via e-mail.
• Maintain a professional, courteous, and helpful demeanor with team members, management, and members.
• Update client and insurance information with insurance companies and in SELCO Group’s insurance systems in a timely and accurate manner.
• Generate insurance sales through internal referrals and service existing policies.
• Finalize insurance sales by ensuring appropriate documentation is accurately completed in a timely manner.
• Perform various administrative duties e.g., distribute mail, order supplies, prepare letters and memorandums, facilitate meetings with team members, etc.

Skills and abilities include (please see the position description for a comprehensive list):

• Exceptional customer service skills by using the G-VAL-HI approach to providing service. Greet people, Value them. Ask how you can help. Listen.  Help them. Invite them back.
• Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person and over the phone.
• Ability to learn and competently use SELCO Group’s insurance software system.
• Ability to learn and apply each insurance company’s underwriting and application processes.
• Strong analytical ability with active listening skills.
• Sophisticated word processing and computer database skills, including knowledge of Microsoft Office software.

Required Education and Experience

• High school diploma or equivalent; and
• At least two (2) years of customer service and sales experience; and
• Valid Property & Casualty License from the State of Oregon is required (this requirement may be waived for the first 90 days of employment); and
• Bilingual in Spanish preferred, but not required; and
• Must be bondable.