Credit Union:



Eugene, OR



Job Description:

Starting Pay Range: $19.00 – $23.46 per hour plus compensation plan

Remote positions are eligible for stipends for wifi, cell phone and home office equipment.

Location: Eugene, OR

OCCU is here to enrich lives. We do this by hiring tenacious, humble and big-hearted individuals who are driven to work hard; contribute to an outstanding member experience; support their community through volunteering and advocating for community needs and are dedicated to their own individual growth and development.

As an Insurance Sales Agent, you will provide high-quality asset protection for current and prospective OCCU members in the areas of personal and commercial insurance lines.  You will prepare coverage quotes, present options and educate members in the importance of appropriate and adequate coverages and protection, even when that means OCCU may not bind coverage for that member. You will provide excellent member service to meet and exceed the expectations of the insured.

Every day you will:

  • Meet with members (in person, on the phone or virtually) to ascertain their insurance needs through the use of a needs-based analysis/conversation and subsequent presentation.
  • Present educational tools to assist members in choosing adequate insurance coverages to protect their assets.
  • Utilize the insurance management system daily to ensure all suspense items are completed.
  • Obtain quotes and/or applications and required forms and other necessary documents from the applicant.
  • Process signed applications, required forms and other necessary documentation for policy issuance.
  • Develop relationships with branch operations, centralized loan center, mortgage lending, commercial lending and other departments to maximize referral opportunities.
  • Adhere to all underwriting requirements.
  • Refer members to OCCU products.

To thrive in this role, you must have:

  • Demonstrated ability to convert prospects to customers.
  • Demonstrated analytical skills, problem-solving and development of a strategy that results in achieving desired outcomes.
  • Demonstrated informed decision-making skills with high attention to detail in actual work product, organization, planning, workflow and project prioritization to ensure tasks are completed efficiently and accurately.
  • Effective communication skills in written and spoken form.
  • Strong organizational skills necessary for managing heavy workloads and multiple tasks, creating documentation, record keeping and maintaining accurate records.

Sales and/or insurance industry experience is helpful.

Qualified candidates for this position will have relevant education and experience necessary to perform the essential functions and meet the minimum performance expectations for this position with or without an accommodation.

OCCU is an Equal Opportunity Employer