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Program Manager III, Insurance Services

First Tech Federal Credit Union
United States, Oregon, Hillsboro
Sep 19, 2025
Description 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. Primary Tasks and Accountabilities: Services: 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 Sales: Act as a Credit Union employee advocate (insurance sales) for the Insurance Agency and a liaison between the Insurance team and the Credit Union Develop and support strong Credit Union employee engagement with Insurance agency through webinars and other insurance awareness presentations Evaluate the quality and accuracy of insurance transactions (e.g., support new policy drafting, endorsements, policy changes) and communicate findings to leadership and team members Be the subject matter expert for carrier product information and Agency procedures. Disseminate industry and procedure updates to the Agency team Assist in new employee onboarding for carrier systems, process, and operations. Assess the effectiveness of core systems and operational programs. Recommend process improvements, address inefficiencies, and support optimization processes Support ongoing initiatives and provide cross-functional support to achieve objectives for quality growth, productivity gains, and Credit Union member engagement Qualification and Experience Requirement: Minimum Education: Bachelor's degree is preferred Sales: Minimum 5 years' experience (relevant insurance sales experience) Services: 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 Certification/License: Property and Casualty License required \| Life and Health License preferred Location: Hillsboro Corporate Office - Hillsboro, OR 97124 Target Compensation for Hillsboro, OR:$76,000 - $84,000 plus monthly incentive