Insurance Customer Service & Claims Representative

First State Bank/Town and Country Career•Estherville, IA

12h•Onsite

About The Position

This position plays a vital role in delivering outstanding service to our clients while supporting agency operations. This position assists customers with policy servicing, claims processing, account maintenance, and insurance-related inquiries while helping contribute to the overall success of the agency. Insurance license is required, but you will have the opportunity to obtain once you join the team at Town & Country Insurance.

Requirements

High school diploma or GED required.
Ability to obtain required Iowa insurance licenses.
Strong verbal and written communication skills.
Excellent organizational and problem-solving abilities.
Strong attention to detail and accuracy.
Basic math and accounting skills.
Ability to work independently while contributing to a team environment.
Proficiency with computers, Microsoft Office applications, email, and internet-based systems.

Nice To Haves

Associate degree in Business or a related field preferred.
Previous customer service, insurance, banking, or office experience is preferred but not required.

Responsibilities

Serve and assist walk-in and call-in clients with professionalism and efficiency.
Process and manage insurance claims, including communication with clients, adjusters, and insurance carriers.
Maintain accurate claim files and client activity records.
Assist clients with policy changes, endorsements, renewals, reinstatements, and amendments.
Quote new insurance business and re-quote existing clients as needed.
Enter premium information and maintain accurate records in the agency management system.
Assist with policy processing and administrative support functions.
Collaborate with agency staff to provide exceptional customer service and promote a team-oriented environment.
Maintain proper documentation and compliance standards.
Perform other duties as assigned.