Customer Service Representative (CSR)

ProValue Insurance•Hutchinson, KS

1d•Onsite

About The Position

ProValue Insurance is an independent agency providing comprehensive insurance products and business services to organizations in need of risk protection. Delivering unparalleled knowledge and experience, ProValue helps protect against more than organizational risk, offering coverages for personal assets to individuals throughout Mid-America. Founded in 1947, ProValue Insurance has grown to become one of the largest leading independent insurance agencies providing business risk protection and personal insurance coverages in the state of Kansas and throughout Mid-America. Other ProValue Insurance affiliated and/or owned companies include Ag-Services, LLC. A Day in the Life: A Customer Service Representative (CSR) is a career focused and relationship driven position. This individual must work cohesively as a team, as well as have a go-getter, supportive attitude. The employee must be flexible with a service mindset and eagerness to support others. As a licensed property and casualty agent, the CSR is a vital position in the operations department. You will spend a typical workday servicing insured accounts in a timely, resourceful, and professional manner. This is handled by phone, email, text, or in-person conversations with insureds, co-workers in all departments, or an underwriter of an insurance carrier. The types of service work you could perform include quoting and writing new business, changes to an existing policy, renewals, billing, and general insurance coverage/policy questions and processes. Daily, you will prepare applications, workbooks, and supporting documents; review documents and other information for completeness and accuracy, as well as submit prepared documents to the agency customer and appropriate insurance carriers. The integrity of ProValue’s agency management system relies heavily on the customer service agent. Being able to comprehend and follow the agency procedures and workflows accurately and timely is a key part of the position. Documenting and managing your book of business in our agency management system is essential. The CSR must have adequate self-organization skills. There must be attention to having a sense of urgency processing new business, changes, and daily workflows. The CSR must multi-task as a regular day-to-day function, as well as handle high peak season workloads. A CSR is required and must want to learn and understand a wide variety of business industries including agribusiness, farming, main street commercial operations, and trucking. This includes a general knowledge of the various laws and regulations that are spelled out for each industry and the specific insurance coverages that would fit their businesses. Employees who are successful in the CSR role are resilient and adaptable to constant change. They are task focused and goal oriented. They enjoy working ahead and do not get easily overwhelmed by managing lots of tasks and priorities. They thrive on working ahead and meeting deadlines. They enjoy working with other people and have a disposition that ensures positive interactions with others. The CSR position at ProValue Insurance is an extremely important role. This position is one of four tiers within our Commercial Lines Operations Department. The opportunity for advancement and the required objectives are displayed in Addendum 1. It is more than just a job, it’s a career. This position reports to the Vice-President of Operations or Commercial Lines Supervisor.

Requirements

A high school diploma or equivalent.
1-2 years of direct customer service experience required or an equivalent combination of education and/or experience.
Must have or be willing to obtain a government issued photo ID.
Have or be willing to obtain the appropriate insurance licenses.
Maintaining necessary Continuing Education.
Employee should conduct business in an ethical manner and be a person of the highest integrity and honesty.
Very dependable with a high sense of urgency.
High level of problem-solving ability.
Regular and dependable attendance to complete job tasks and responsibilities.
Quality data entry.
Ability to use and understand technology including a computer, smart phone, tablet and various software programs and applications.
Diligently maintain the Agency Management System’s integrity.
Long periods of sitting, standing and computer work are required.
The ability to speak, hear, and type is also required.
Regularly lift 20 pounds or less.

Nice To Haves

Desire and ability to pursue professional designations, if approved.
Resilient and adaptable to constant change.
Task focused and goal oriented.
Enjoy working ahead and do not get easily overwhelmed by managing lots of tasks and priorities.
Thrive on working ahead and meeting deadlines.
Enjoy working with other people and have a disposition that ensures positive interactions with others.

Responsibilities

Servicing insured accounts in a timely, resourceful, and professional manner via phone, email, text, or in-person.
Quoting and writing new business.
Making changes to existing policies.
Handling renewals.
Assisting with billing inquiries.
Answering general insurance coverage/policy questions and processes.
Preparing applications, workbooks, and supporting documents.
Reviewing documents and other information for completeness and accuracy.
Submitting prepared documents to the agency customer and appropriate insurance carriers.
Comprehending and following agency procedures and workflows accurately and timely.
Documenting and managing your book of business in the agency management system.
Processing new business, changes, and daily workflows with a sense of urgency.
Multi-tasking and handling high peak season workloads.
Learning and understanding a wide variety of business industries including agribusiness, farming, main street commercial operations, and trucking.
Gaining a general knowledge of various laws and regulations for each industry and specific insurance coverages.
Obtaining insurance license.
Successfully completing all required Agency Management System training as well as other required insurance training.
Successfully completing training in regards to the Agency’s Procedures/Processes.
Having accounts specifically assigned to their name for servicing.
For continued employment within the Agency, individuals must achieve all of the outlined tasks above and proceed on to a Customer Service Agent.