Customer Service Agent

Cornerstone Bank•Columbus, NE

13d

About The Position

Cornerstone Insurance Group is currently adding Customer Service Agents to their team. This opportunity offers both personal and professional growth. Successful candidates will learn various insurance products and help existing clients meet their insurance needs.

Requirements

Equivalent to a high school education minimum.
Must hold a valid driver’s license.
Must obtain insurance license and maintain continuing education hours meeting the State Insurance Department requirements if license is not currently held.
Working knowledge of personal computers and the suite of Microsoft Office products.
Must be accurate and detail oriented.
Ability to interact effectively with customers, management and co-workers.
Ability to work in a team atmosphere and independently.
Will provide unmatched customer service and exhibit the core values of Cornerstone Bank.

Nice To Haves

One –two years post-secondary education in business or insurance experience preferred.

Responsibilities

Conduct annual reviews with existing clients and offer additional products as needed.
Process applications, changes and related forms.
Prepare and present quotes.
Accept and document customer payments.
Maintain client files and record all transactions.
Report claims and track resolutions.
Prepare and oversee individual client’s insurance portfolios.