Personal Lines Specialist

Job Description:

Join our Team as a Personal Lines Specialist!

As an independent insurance agency, we’re looking for new team members who have a desire to help people with their insurance needs. We offer affordable insurance products to SELCO’s members and nonmembers alike. Whether empowering people to reach their goals in person or behind the scenes, our employees share a commitment to creating meaningful relationships with our members and community. We’re also a fun place to work, and we offer competitive pay, professional development, and great benefits! To learn more about SELCO, view the full position description, and apply, please visit https://www.selco.org/join/careers!

We are currently looking for full-time, exempt, Personal Lines Specialist to join our team!  As a Personal Lines Specialist, you will Generate insurance sales and preserve existing clients and policies.

This position is only eligible for onsite work arrangements at three Oregon locations – Forest Park (Portland), East Bend, and Springfield. The successful candidate will need to be available to work Monday through Friday between the hours of 8:30am and 5:30pm.

COMPENSATION

Base salary: The base salary for the Personal Lines Specialist position is $4,500 per month that may decrease after three years if minimum production goals are not achieved.

Commissions: This position is eligible to earn commissions in addition to the base salary.  These commissions range from 20% to 60% per sold policy, depending on the product type. Commission amounts are paid in the amount exceeding the base salary.

Incentives: This position is eligible for a monthly incentive typically ranging from $175 to $375.

BENEFITS

Our team’s well-being is a priority, and we’re proud to offer a comprehensive and holistic benefits package for team members and their families.

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) retirement plan (with guaranteed employer contributions)
• Paid time off for personal and volunteer hours, as well as 10 paid holidays per year
• Additional programs and benefits include wellness and educational reimbursements, an employee assistance program, discounted rates on select SELCO services, and more.

Check out our complete benefits list here!

POSITION DETAILS

Essential Functions include (please see the position description for a comprehensive list):

• Generate insurance sales through external contacts and internal referrals and service existing policies.
• Finalize insurance sales by ensuring documentation is accurately completed in a timely manner.
• Demonstrate adaptability and leadership skills, and uphold SELCO’s Mission Statement, Corporate Values, Service Promises and Exceptional Customer Service Standards.
• Adhere to federal and state regulations, SELCO policies, confidentiality requirements, and other compliance obligations.

Required Skills and Abilities include (please see the position description for a comprehensive list):

• Exceptional customer service skills by using the GVAL-HI approach to providing service. Greet people. Value them. Ask how you can help. Listen. Help them. Invite them back.
• Ability to discover member needs to effectively cross-sell SELCO’s products and services.
• Effective communication and active listening skills through all methods of interaction (e.g., in person, via phone, and in writing).
• Strong computer and software skills, including Microsoft Office 365 applications.

Required Education and Experience

• High school diploma or equivalent; and
• Three (3) years of sales experience in insurance products; and
• Valid Property & Casualty License from the State of Oregon is required; and Life & Health License (this requirement may be waived for the first 90 days of employment); and
• Valid Driver’s License; and
• Must be bondable.