Share Email Opening Title Program Manager, Insurance Affinity  Description Allegacy Federal Credit Union Employee Job Description   Job Title: Program Manager, Insurance Affinity Reports To: VP, Finance and Account Management, Allegacy Services     Role Accountability   At Allegacy, there’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. In order to achieve this state of success, this position serves as the primary liaison among Allegacy personnel, members, and HILB (“Agency”) to ensure service levels and member experience meet Allegacy standards     Specific Accountabilities   Meet or exceed established referral, revenue, and service goals Deliver exceptional member service to every member, every time by ensuring employees deliver consistently high quality service to both internal and external member that is in alignment with our Brand Culture. Ensure thorough understanding of expectations and consistently exhibit Allegacy behaviors. Build relationships and awareness of insurance products among Allegacy staff Market, service and promote the Agency’s products and services to develop and retain insurance relationships with Allegacy’s consumer, business, small business members and select employee groups Work with Financial Center Mangers, and other credit union business lines to identify and leverage cross-sell opportunities. Review options available as well as suggested implementation schedules. Introduce clients to services and insurance products offered through affinity programs and affiliated insurance relationships. Support annual planning and execution of sales and product promotional strategies, aligned with overall credit union marketing activities Promote affinity programs, product and services to all internal constituents of Allegacy including retail, financial planning, business, and small business Assist member/clients with account transactions including follow-up and correspondence using automated procedures. Check new and renewal policies, and endorsements for accuracy in rating, typing, coverages, signatures, and input these transactions. Handle calls from both clients and carriers resolving issues and concerns for member/clients Assist relationship managers to proactively manage accounts prior to renewal to identify concerns, external competition, exposure changes and additional coverage needs Monitor referral performance, follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items Assist clients through the enrollment and or renewal process and educate on policy/product features, advantages, and disadvantages. Identify and refer opportunities to expand relationships Develop and maintain strong knowledge of the marketplace Maintain knowledge of current underwriting requirements of contracted insurance carriers. Maintain knowledge of policy provisions and any changes in those provisions. Monitor the performance of the affinity program by ensuring track of joint marketing, referrals, cross-sales, member complaints   Knowledge, Skills and Abilities   Intermediate level with Microsoft Word and Excel Database experience preferred Organizational skills, detail oriented Ability to professionally interact with clients on the phone and in meetings. Must be self-motivated with the ability to work independently. Multi-tasking and ability to prioritize Team oriented, reliable, flexible   Education and Experience   High School Diploma; College degree preferred Minimum 2 years customer service experience Active Property/Casualty License to be obtained within 6 months of hire. Insurance experience preferred                   Position Requirements   Full-Time/Part-Time Full-Time   Close Date   Exempt/Non-Exempt Exempt   Location 023 - Allegacy - Headquarters/Westbrook   About the Organization Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.   EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.   Pay Grade 10  This position is currently not accepting applications. To search for an open position, please go to http://AllegacyFederalCreditUnion.appone.com WE ALSO RECOMMEND Other Jobs Within Same Category -- None found -- Other Jobs Within 60 Miles -- None found --

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