Customer Service Agent - Insurance Agency

Ag Workers InsuranceHaltom City, TX
Onsite

About The Position

Perform a variety of clerical duties pertaining to the maintenance of agency software system, and processing of various insurance documents. This is an in-office position. Ag Workers is a specialized insurance company who has been serving the agricultural community for more than 75 years. Our team-focused environment nurtures growth, celebrates success, and understands the importance of work-life balance.

Requirements

  • Detail-oriented with the ability to multi-task effectively, work in a team environment and be flexible to daily changing needs and job duties.
  • Must possess strong analytical skills, with the ability to troubleshoot, problem-solve, and analyze customer needs.
  • Excellent oral, written and interpersonal communication skills.
  • Must be dedicated to quality, highly organized and efficient.
  • Must practice concise and accurate documentation.
  • Strong customer service skills and focus.
  • Strong PC literacy skills including Microsoft Office products.
  • High School Diploma or Equivalent.
  • Must hold and maintain a Personal Lines License or General Lines Property and Casualty License.
  • Possess at least 1 Year of Agency experience.

Responsibilities

  • Answer inbound calls and offer solutions to customer changes and/or questions.
  • Submit endorsement changes &/or cancellations per customer requests and document agency software, as required.
  • Achieve individual goals on quality, time, and client satisfaction, which may include processing payments, taking claims information, following through with client requests and properly documenting all information.
  • Scan incoming mail and attach or distribute.
  • Check agency email and respond or distribute.
  • Support Agent Account Representatives.
  • Research, learn, and accurately understand policy coverage, underwriting guidelines, and eligibility provisions for each company.
  • Create and assign new and existing customer files for new products or changes to existing coverage.
  • Other projects and duties, as assigned.

Benefits

  • 100% Company-Paid Medical Insurance (Premium Gold-level PPO Plan)
  • 100% Company-Paid Dental Insurance
  • Company-Paid Life Insurance
  • Company-Paid Long-Term Disability
  • Company-Paid Financial Counseling & Tools with Ramsey Solutions
  • 401(k) with 100% match up to 5% contribution
  • 3 Weeks of PTO after 90 days
  • 8 Paid Holidays with several Paid Early Release Days
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