Program Manager III, Insurance Services (HYBRID)

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 :

• 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

Qualification and Experience Requirement :

Location : Hillsboro Corporate Office - Hillsboro, OR 97124 (HYBRID)

Target Compensation for Hillsboro, OR :   $76,000 - $84,000 plus monthly incentive

Benefits options include :

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

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