Personal Lines Specialist (Remote)

To maintain a strong connection with our members and local communities and better understand their unique needs, we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience!

Applicants are encouraged to apply by October 22, 2025, at 5:00 PM PST. Job postings are subject to close early or extend longer than the anticipated closing date. We recommend applying as soon as possible.

Where You Will Work: Remote role open to candidates residing in Washington (WA) or Oregon (OR). Travel is required for this position. (Branches)

Pay Range: The target hourly pay range for this position is $29.39 – $36.74. The full hourly pay range is $29.39 – $44.09.

• We provide an additional $2.00 per hour bilingual differential for those employees who can support our members’ financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.
• Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

Job Overview: 

This position manages inbound and outbound pipelines to generate insurance sales. Tailors insurance solutions for each client to meet their unique needs. Preserves and reviews the policies at the time of renewal.

What You’ll Do: 

• Generates new business opportunities by actively contacting prospects (from internal and external referrals and lead lists), scheduling appointments, making sales presentations, providing quotes tailored to the specific needs of the client and closing new personal lines accounts.
• Employs creative networking and sales strategies to generate leads that convert prospective clients into new clients.
• Develops and utilizes prospecting strategies to increase opportunities for new personal lines business and to recommend additional products to clients to ensure appropriate coverage is in place.
• Maintains existing client relationships and provides oversight to existing policies and account activity to retain insurance business.
• Ensures appropriate insurance sales documentation is accurately completed and finalized in a timely manner.
• Contributes to credit union and department team goals and functions, including but not limited to, initiating resolution of observed or known issues concerning other departments and championing other departmental changes that will benefit the organization.
• Meets with branches within assigned trade area to build relationships and establish strong referral channels either through scheduled events or attendance of branch scheduled sales meeting.
• Responds to all branch referrals via CRM within one business day. Proactively involves the Branch Manager to meet member demand and mitigate service failure.
• Uses established sales programs to meet or exceed production and referral goals established by Management.
• Ensures compliance with all insurance guidelines to reduce risk and exposure to the credit union.
• Travels to attend meetings and training sessions as required.
• Completes and reviews ad hoc reports as directed by the Insurance Supervisor.
• All other duties as assigned.

When You’ll Be Working: Monday-Friday 8:30am – 5:30pm and occasional Saturdays are required. Full-time 40 hours a week. 

Qualifications: 

• A minimum two (2) years’ experience home and auto insurance sales. Valid driver’s license required for utilization of credit union car fleet to conduct business.
• Must hold State of WA & OR Property and Casualty insurance licenses.

Bonus Points If You Have: 

• Bachelor’s Degree in Business Administration, Finance, or related field of study.

What You’ll Bring:

• Knowledge of the complete line of products and services offered.
• Knowledge of Bank Secrecy Act, Patriot Act, Federal Right to Privacy Act, and Fair Credit Reporting Act, regulations; in addition to other state, and federal security laws and applicable regulations for banks and financial institutions.
• Skill writing reports and business correspondence.
• Ability to network and develop contacts with members, the community and professional organizations.

Total Rewards: 

This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage.

• Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.
• We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).
• Employees also have access to Life and AD&D insurance.
• Employees are able to enroll in our 401k plan.
• Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.
• Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.

All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.

Peak Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters

If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email [email protected]. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail [email protected]. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response.

Equal Opportunity Employer Veterans/Disabled

Equal Opportunity is the Law Posting

Pay Transparency Nondiscrimination Posting