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

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

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)