Job Description

Starting Pay $20+/hour (based on experience)

Hagan Hamilton got its start in McMinnville, OR in 1910. Today, they have grown to become one of the largest locally owned and operated insurance agencies in the state of Oregon - with 70 amazing staff members in 7 office locations.

Hagan Hamilton has been recognized as one of the Best 100 Employers in Oregon for 15 years in a row and is a Hall of Fame Employer in the state (Oregon Business Magazine). They are also a 2 time finalist for the Oregon State University Family Business of the Year.

If you're looking for a career with a company who always looks out for their employees and customers, Hagan Hamilton is the right place for you.

JOB SUMMARY:

Working independently and collaboratively with others, this position plays an integral role in executing Company’s mission, philosophy, and commitment to provide exceptional service to our internal and external customers. All employees are also expected to maintain a high level of trust, integrity and ethical standards.

This is a full-time non-exempt position in the Commercial Lines Department and reports to the Department Supervisor. The primary function of this position is to coordinate efforts with a Producer or Supervisor in the management and administration of Commercial Business Accounts.

ESSENTIAL FUNCTIONS OF THE POSITION:

The essential functions of this position require prioritizing and completing all assigned tasks in a timely and efficient manner, adjusting for changing priorities and availability of resources, and demonstrating initiative in identifying additional job-related tasks to be completed when time permits. These duties are a representative example of position expectations. Actual duties assigned may vary and change depending on the business needs of the department and Company.

Provide consistent and sustained, positive and measurable, customer service experiences for internal and external customers resulting in increased customer satisfaction, high customer engagement, effective dispute and conflict resolution, repeat business, increased sales, and positive public reviews.
Facilitate a seamless renewal process for all assigned accounts through data collection, data entry, quoting, comparative coverage analysis, proposal creation, communication with insurance carriers and clients, and all other necessary tasks to ensure renewals are completed accurately and on time.
Resolve day-to-day customer service inquiries from clients via phone, email and in person in a manner that maintains the highest level of customer satisfaction.
Build strong working relationships with clients by actively communicating, providing excellent service, being personable and encouraging feedback.
Maintain a complete and accurate electronic client file by documenting all pertinent client communication, documents and data within the Agency Management System.
Actively look for ways to increase business though new sales, upselling, account rounding and referrals to other departments.
Continually develop knowledge of insurance products, technologies, and processes in order to maintain the Company’s high standard for educational excellence.
Maintain a strong working knowledge of local, state and federal insurance laws and regulations applicable to Company’s activities and take affirmative steps within the scope of the duties of this position to ensure the Company remains legally compliant in its current practices, policies and procedures. Exercise independent judgment and discretion when appropriate and seek input and assistance from other subject matter experts to ensure issues are addressed effectively and lawfully.
Communicate in a professional, respectful and courteous manner with all employees, clients, vendors, and others with whom we may work. Contribute to a successful work group and foster a team-oriented culture through positive interactions, active listening, meaningful collaborations, and the constructive exchange of ideas designed to meet or exceed the organizations’ strategic goals.
Exercise tact, courtesy, and diplomacy when interacting with clients, vendors, and others with whom we may work, while enhancing the Company’s public image at all times. Respond to all inquiries for information respectfully without regard to the inquirer’s position, status, or demographic and in a manner that conveys understanding, acceptance and support for Company programs and objectives.
Complete special projects and other duties as assigned to meet team, department and Company goals, while actively demonstrating accountability and responsibility for achieving desired outcomes and measurable results.

POSITION REQUIREMENTS

Qualified candidates for this position will have relevant education and experience necessary to perform the essential functions and meet the minimum performance expectations for this position with or without an accommodation.

Required Education, Experience & Abilities

High School Diploma or equivalent.
2+ years of customer service experience in an insurance related field.

Required Licenses & Certifications

Must have a current Property & Casualty Insurance License or be able to obtain one within the Company’s timeline.

An equivalent combination of experience and education that demonstrates the required knowledge, skills and abilities required for the position will be considered in lieu of the outlined requirements. Hagan Hamilton is proud to be a Hall of Fame Employer in the state of Oregon.

Job Type: Full-time

Benefits: