What are the responsibilities and job description for the Job Title position at Insure Pacific?
Company Description Insure Pacific is a modern, independent insurance agency dedicated to making complex insurance clear, practical, and easy to understand for clients. The agency serves individuals, families, and businesses across Oregon and multiple western states, combining deep industry expertise with a client-first, education-focused approach. By emphasizing transparency and tailored solutions, Insure Pacific helps clients make confident decisions about protecting what matters most. As an independent agency, it works with a broad network of top-rated carriers to compare coverage, pricing, and underwriting options and deliver solutions designed for each client’s unique needs. The team offers a full spectrum of personal, commercial, and specialty insurance, with strong local knowledge of Central Oregon risks such as wildfire and environmental exposures.
Role Description This is a full-time, on-site role based in Bend, OR. The Job Title will support Insure Pacific’s mission by helping clients understand their coverage options, assisting with policy quotes, changes, and renewals, and responding to day-to-day inquiries in a clear and professional manner. Responsibilities may include gathering client information, coordinating with insurance carriers, preparing documentation, and maintaining accurate records in agency systems. The role also involves collaborating with team members to deliver a consistent client experience, participating in follow-up communications, and contributing to process improvements that make insurance simpler and more accessible. The ideal candidate is comfortable working in a client-facing environment and is committed to clarity, service, and long-term relationships.
Qualifications
- Strong communication and interpersonal skills, including the ability to explain complex information in clear, accessible language and build trust with a diverse client base.
- Customer service and relationship management abilities, such as responding promptly to inquiries, handling sensitive situations professionally, and supporting long-term client partnerships.
- Organizational and administrative skills, including attention to detail, accurate data entry, document management, and effective time management in a fast-paced environment.
- Analytical and problem-solving capabilities to review coverage options, identify gaps or risks, and support tailored insurance solutions.
- Comfort with technology and agency systems, including using insurance platforms, CRM tools, and common office software (e.g., email, spreadsheets, word processing).
- Ability to work collaboratively in an on-site team setting in Bend, OR, while also taking ownership of individual tasks and responsibilities.
- Prior experience in insurance, financial services, or a related client-facing industry is preferred but not required; applicable licensing (such as Property & Casualty) is a plus or may be required within a specified timeframe.
- High school diploma or equivalent required; additional education or professional training in business, communications, or risk management is beneficial.