Insurance

• Answer incoming communications from customers
• Conduct research to provide answers for customers to resolve their issues
• Some upselling of products or services to existing customers may be required

Licensed Property & Casualty Insurance Agent

• Respond to inbound calls from prospective customers for personal line auto, home, motorcycle, and other specialty insurance policies
• Educate customers on insurance policy details such as coverage and pricing
• Prepare and bind quotes through our carriers
• Effectively problem solve and objection handle to remove barriers from the customer purchasing the policy with Jerry
• Provide attentive, high energy conversation with customers that show we are actively engaged in finding a policy that best fits each individual's needs

Licensed Insurance Sales Agent

Insurance Sales Agent

• Connect with people who already asked for help protecting their families
• Build your own agency
• Learn directly from top leaders
• Work smarter, not harder
• Design your schedule, your way
• Create the freedom, impact, and income you deserve

Insurance Consultant – Warm Leads

• Meet with client members to assess their insurance needs and recommend appropriate coverage.
• Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
• Build and maintain a network of client members through referrals, networking events, and community engagement.
• Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
• Meet or exceed business development goals.

Insurance Agent, Trained

• Connect with people who have asked for help protecting their families
• Help clients with life and health insurance needs
• Build your own agency and mentor others

Life & Health Insurance Agent

• Work complex to intermediate payer denials requiring entry level understanding of payer reimbursement methodologies and billing guidelines
• Identify and resolve denials through research, appeal, correcting and rebilling claims
• Verify and update insurance coverage using EHR tools, payer websites, or phone calls
• Process late charges using the late charge functionality
• Generate and release complex itemized statements and medical records.
• Identify payer plan issues and work with SBO leadership to address them
• Support Lean principles of continuous improvement with energy and enthusiasm
• Deliver customer service and/or patient care in a manner promoting goodwill, timeliness, efficiency, and accuracy

Temporary Insurance Follow-up Specialist

• Work all payers in a single financial class
• Identify and resolve denials through research, appeal, correcting and rebilling claims
• Verify and update insurance coverage as applicable
• Apply entry to intermediate level research methodologies consistent with SBO department complexity matrix
• Work to identify and resolve no response claims including but not limited to claims not received, unbilled claims, and unprocessed claims
• Submit corrected claims
• Generate and release complex itemized statements and medical records
• Attend applicable meetings including payer meetings and educational opportunities as appropriate

• Provide excellent member service aligned with Silvur and credit union objectives.
• Identify risk management strategies and sales opportunities for Medicare products.
• Engage with members through referrals, develop new client relationships, and manage existing relationships.
• Collaborate with wealth management advisors to provide strategic financial planning tailored to members' goals.
• Maintain a thorough knowledge of all Medicare insurance product offerings.
• Conduct periodic client reviews and service existing clients to ensure satisfaction and compliance.
• Maintain client records consistent with federal/state regulations and carrier policies.
• Refer members to credit union deposit and loan products as appropriate.
• Mentor new agents as requested.
• Collaborate cross-functionally to recommend member risk management strategies.
• Stay current on licenses and certifications, completing annual continuing education.
• Exhibit self-motivation and discipline to succeed in a fast-paced sales environment.
• Travel periodically for training and meetings.
• Perform other duties as assigned.
• Be accountable for meeting or exceeding benchmark KPIs including quoting, enrollment, and effectuation rates.
• Maintain persistency and compliance standards in accordance with company and carrier requirements.
• Ensure timely and accurate documentation to support Medicare sales and enrollment processes.
• Consistently manage a book of business with a focus on member satisfaction and retention.

Life and Health Insurance Agent

• Own Dutch’s pet insurance vertical end-to-end, including strategy, launch, growth, operations, and financial performance
• Develop the business plan for Dutch Insurance, including revenue model, margin profile, customer acquisition strategy, retention strategy, and long-term growth roadmap
• Lead the work required to make Dutch Insurance available nationally, including the path to launching in all 50 states
• Partner with legal, compliance, insurance carriers, brokers, TPAs, and other external partners to ensure Dutch’s insurance offering is compliant, scalable, and operationally sound
• Evaluate and manage insurance partnership structures, including carrier relationships, agency/broker models, underwriting partners, claims partners, and potential MGA-style opportunities
• Define the customer experience across quote, purchase, onboarding, claims education, renewal, and ongoing member engagement
• Work closely with product, engineering, marketing, lifecycle, CX, clinical, legal, and finance to integrate insurance into the Dutch member experience
• Build and optimize the insurance funnel, including pricing presentation, plan positioning, conversion, attach rate, and cross-sell opportunities
• Own the insurance P&L, including revenue, CAC, contribution margin, retention, partner economics, and operating costs
• Develop dashboards, reporting, and operating cadences to track the health of the business
• Identify new growth opportunities across Dutch’s existing member base, new member acquisition funnel, employer/affiliate channels, and strategic partnerships
• Build the team, processes, and vendor infrastructure required to scale the vertical over time
• Serve as the internal expert and executive owner for the insurance business

General Manager, Insurance

• Prospect for business based on local networks, connections, and communities
• Conducting sales, service, and solicitation of all forms of insurance business
• Maximizing growth and client retention through superior customer service
• Developing accounts and cross selling available products and services
• Generating and pursuing new client opportunities
• Presenting our services and solutions at prospect meetings
• Bringing new business prospects to closure
• Retaining clients by maintaining solid business-to-business relationships

Employee Benefits Insurance Advisor

• Prospect for business based on your local networks, connections, and communities
• Conduct sales, service, and solicitation of all forms of insurance business
• Maximizing growth and client retention through superior customer service
• Developing accounts and cross selling available products and services
• Generating and pursuing new client opportunities
• Presenting our services and solutions at prospect meetings
• Bringing new business prospects to closure
• Retaining clients by maintaining solid business-to-business relationships

Commercial Insurance Advisor

• Assist individuals in understanding their coverages and selecting the right products, services and best solutions to meet their personal health and financial needs
• Provide full lifecycle customer service and sales where you could accept inbound or might be calling out to provide follow up
• Respond to customer inquiries with compassion and active listening and select the best solution in an efficient manner
• Identify additional needs customers may have and help them to upgrade products or services
• Complete the sale or renewal of a health plan that best suits the customer's needs

Bilingual Licensed Healthcare Insurance Agent – Spanish-English

• Assist individuals in understanding their coverages and selecting the right products, services and best solutions
• Providing full lifecycle customer service and sales
• Respond to customer inquiries with compassion and active listening
• Identify additional needs customers may have and help them to upgrade products or services
• Complete the sale or renewal of a health plan that best suits the customer's needs

Licensed Healthcare Insurance Agent

• Assist individuals in understanding their coverages and selecting the right products
• Provide full lifecycle customer service and sales, accepting inbound calls or calling out to follow up
• Respond to customer inquiries with compassion and active listening
• Identify additional needs customers may have and help them to upgrade products or services
• Complete the sale or renewal of a health plan that best suits the customer's needs

Insurance jobs in Oregon

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Licensed Property & Casualty Insurance Agent

Licensed Insurance Sales Agent

Insurance Sales Agent

Licensed Property & Casualty Insurance Agent

Insurance Consultant – Warm Leads

Insurance Agent, Trained

Life & Health Insurance Agent

Temporary Insurance Follow-up Specialist

Temporary Insurance Follow-up Specialist

Life and Health Insurance Agent

General Manager, Insurance

Employee Benefits Insurance Advisor

Commercial Insurance Advisor

Bilingual Licensed Healthcare Insurance Agent – Spanish-English

Licensed Healthcare Insurance Agent

Bilingual Licensed Healthcare Insurance Agent – Spanish-English