Insurance Services Program Manager III (HYBRID)

The Insurance Services Program Manager III works to optimize efficiencies throughout the Agency’s sales, service, and 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:     

Job Duties:  

• 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
• Certification/License:   Property and Casualty License required, Life and Health License preferred
• Minimum Education:  Bachelor’s degree is preferred 

Location: 

Target Compensation: $76,000 to $84,000 annually + monthly incentive      

Benefits options include:     

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Accrue up to 17 days of Paid Time Off your first year of employment
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

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

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