Customer Success Representative

Farmers Mutual Hail. • West Des Moines, MO

11h

About The Position

Pledge Insurance Advisors (PIA), a Farmers Mutual Hail (FMH) company, is looking to hire a Customer Success Representative to serve as the first point of contact for customers who have questions regarding billing, policy changes, claims reporting, and endorsement requests. Assists in agency sales and account management activities to build and maintain agency book of business.  Works closely with Insurance Producers to ensure successful outcomes on the new and existing book of business.

Requirements

• Would like at least 3 years of agency or customer service experience or equivalent combination of education and/or experience.
• Associates or Bachelor’s degree in Risk Management, Business, Insurance, Agriculture, or related field preferred (high school diploma required).
• Proficient with Microsoft Office programs especially Outlook, Word, and Excel.
• Must obtain Property & Casualty Insurance license within the first year in the position.

Nice To Haves

• Having Life and Health, or Excess and Surplus License and/or a Crop Insurance license is a plus.
• Experience with agency management systems, specifically Applied Epic or Vertafore (AIM360 / AIM), is highly desired.

Responsibilities

• Develops and maintains strong relationships with clients to ensure their ongoing needs are met.
• Responds to customer inquiries with urgency, manages customer accounts, and proactively resolves issues that may arise.
• Prepares insurance proposals for clients. May be called upon to present insurance proposals to clients on an “as-needed” basis.
• Performs initial new business and renewal quoting to assist the Insurance Producers in their execution of the sales process.
• Learns and understands the carriers represented by Pledge Insurance Advisors (PIA) and their insurance products.
• Stays current on insurance trends and changes in the industry.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree