Director of Insurance Services

This is a fully remote position, open to applicants in Oregon.

📋 Description

• Lead, mentor, and nurture insurance agents and processors by setting clear expectations, fostering accountability, and providing avenues for ongoing development.

• Actively engage as a producer while enhancing the team's capacity to attract new business, retain existing accounts, and deliver reliable service.

• Create insurance strategies, business plans, and implementation roadmaps, then guide their execution through to completion.

• Identify and seek out opportunities to expand OCCU's Personal Lines and Commercial Lines business portfolios.

• Assess and enhance insurance products, pricing structures, service offerings, workflows, and delivery methods.

• Manage relationships with carriers and external partners while exploring new products, vendors, and market opportunities.

• Establish and supervise effective processes for sales, service, renewals, and policyholder support.

• Utilize market research, member feedback, production results, book revenue, renewal activities, and service metrics to assess performance and inform decision-making.

• Ensure that procedures and workflows remain adaptable to regulatory requirements, errors and omissions considerations, market trends, and technological advancements.

• Clearly communicate program performance, strategic objectives, and recommendations to senior leadership and the CUSO Board of Managers.

• Foster trusted partnerships within OCCU and exemplify compassionate, determined, and humble leadership.

⛳️ Requirements

• A minimum of five years of proven experience in the insurance industry.

• Experience in growing and/or managing an insurance agency focused on Personal Lines and Commercial Lines.

• Comprehensive knowledge of the insurance sector and a demonstrated ability to expand an insurance business line.

• Proven track record as a producer and as a leader of sales, service, or insurance operations teams.

• Ability to convert strategy into actionable plans, set measurable objectives, hold team members accountable, and modify plans based on outcomes.

• Extensive knowledge of insurance products, carrier relationships, renewals, agency workflows, sales and service metrics, market trends, and business profitability.

• Strong skills in analysis, business planning, problem-solving, conflict resolution, and operational decision-making.

• Ability to cultivate influential partnerships with internal stakeholders, carrier partners, vendors, team members, and clients.

• Excellent organizational, prioritization, documentation, and project leadership abilities.

• Demonstrated capability to lead through transitions, maintain effectiveness under pressure, and drive initiatives in a changing business landscape.

• An active Oregon Property and Casualty License, which must be maintained, along with any necessary licensure in additional states for OCCU business.

• A bachelor's degree or a proven history of achieving measurable business results.

• An equivalent combination of education and experience demonstrating the required knowledge, skills, and abilities may be considered.

🏝️ Benefits

• Affordable medical, dental, and vision insurance.

• 401(k) retirement plan with employer matching.

• Paid time off in addition to 13 paid holidays.

• Tuition reimbursement for qualifying education and training.

• Company-sponsored long-term disability coverage.

• 40 hours of company-paid core time annually for full-time employees to engage in community volunteer activities.