Meet the OCCU team: Insurance Services

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OCCU  -  01.18.2023

You know the importance of security. After all, you count on OCCU to, among other things, keep your finances secure and safely growing.

But we can help you find peace of mind beyond the contents of your checking and savings accounts. With our new Insurance Services1 team, we can help you protect the people and things you value most.

Our partnerships with reputable insurance carriers mean we can provide solutions for your property and your vehicles, as well as more nuanced needs.

Now that you know a bit about the services we offer, get to know the team that's ready to partner with you in the moments that matter most.


Greg Young, VP of Insurance Services

Greg young

“We have a fantastic team of insurance professionals assembled. And we’ve partnered with some of the most people-centric and well-known insurance companies in the business to bring personalized solutions and local representation to our markets. Our goal is to be a partner and resource for the local community as well as our members. I am excited to put my decades of experience to work building an agency that can offer choice, value and education to its members through local advice and a strong and skilled team.”

Carolyn Kucera, Senior Insurance Services Representative

Carolyn kucera

“I have been a member of OCCU for more than 10 years. I love the member service I receive every time I need help. Being a part of the OCCU Insurance Services team allows me to provide that same level of service to members and co-workers when it comes to their insurance needs. With a combined 87 years in the industry, our team will work hard to find you the best coverage at the best premium. We want to connect and help you protect what is important to you for years to come.” 

Tess Lyday, Senior Insurance Advisor

Tess Lyday

“I have always loved being able to meet people and connect with them on their needs as individuals. OCCU allows and encourages me to dive into each member’s story with the hope of understanding their most important needs. As a member of the OCCU Insurance Services team, I put those needs at the forefront of every decision. We listen with compassion and truly hear which needs are most important to every person we interact with.” 

Jamie Bagnara, Senior Insurance Advisor

Jamie Bagnara

“OCCU is the team to go to for your insurance needs. We have coverage and carriers to fit your life, and the same personalized care you’ve come to expect. I’m thrilled to be a part of the new Insurance Services team and look forward to ensuring you get quality coverage tailored to your needs.”

 

1 OCCU Insurance Services, LLC is a licensed insurance agency. OCCU Insurance Services, LLC is a wholly owned subsidiary of OCCU. Not NCUA insured. No credit union guarantees. No credit union deposits or obligations. May lose value. OCCU Insurance Services, LLC may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Licensed in Oregon, Washington and Idaho.