Client Service Representative (Insurance Services)

Deseret First Credit Union • West Valley City, UT

12d • Hybrid

About The Position

There's a reason we've won so many awards for being one of the best companies to work for! We invite you to apply to join our family, and here's what's in it for you: 12 paid holidays Competitive compensation Benefits, perks, and discounts worth a double-take A positive atmosphere and co-workers who truly care Enjoyable activities and wellness initiatives Work-from-home flexibility This position will be primarily in-office; however, there will be some work-from-home flexibility. Summary: Provides support to the Insurance Agency by taking care of basic customers’ needs, answering questions, or providing information about policies. This job description is not an exhaustive list of all job duties; other duties may be assigned at any time

Requirements

• High school diploma or GED required
• Six months of similar or related experience required
• Courtesy, tact, and diplomacy are essential elements of the job
• Goal oriented, self-motivated, and a team player
• Communicate well with clients to help them feel comfortable that their needs are being met
• Deal with team members in a friendly and professional manner
• Strong organizational skills
• Microsoft Office Suite
• The agency currently uses Hawksoft as its client management system. Previous experience with this system is not required but familiarity with Windows based platforms is helpful.

Nice To Haves

• Property and Casualty insurance background preferred, but not required
• Customer service experience preferred, but not required

Responsibilities

• Maintain Client Management System information by entering new policy information, policy changes, company downloads and backing up data
• Modify, update, and process existing policies and claims to reflect any changes to their insurance policy
• Gather prospective customer information and enter in quoting systems; process and record new insurance policies and claims
• Answer and direct calls, providing excellent customer service and obtaining information on claims
• Assist in promoting credit union products and services
• Assist agents with client retention

Benefits

• 12 paid holidays
• Competitive compensation
• Benefits, perks, and discounts worth a double-take
• A positive atmosphere and co-workers who truly care
• Enjoyable activities and wellness initiatives
• Work-from-home flexibility

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees