Hybrid Program Manager III, Insurance Services

at First Tech Federal Credit Union

• Job title: Program Manager III, Insurance Services
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $76,000 - $84,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Hillsboro, United States

About the role

• Program Manager leading initiatives and advising on process improvements in Insurance Services for First Technology Federal Credit Union. Collaborating cross-functionally to enhance member experience and business growth.

Responsibilities

• 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

Requirements

• 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
• Property and Casualty License required | Life and Health License preferred

Benefits

• 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)