Insurance Customer Service Representative

First Mid Bank & Trust•Forsyth, IL

2d•$18 - $26

About The Position

Responsible for transactional customer service and policy renewal process. Supports account administrators, account managers and producers in renewing existing policies and selling new accounts.

Requirements

High school diploma or GED.
Prior experience with Excel, Word and related software is required.
Ability to gain thorough knowledge of insurance products and coverages.
Must have the ability to gain and maintain an Insurance Producers license and a valid Illinois Driver’s license for this role.
High level of organizational and communication skills including the ability to handle multiple simultaneous tasks and establish priorities.
Ability to empathize with customers and to respond appropriately.

Nice To Haves

Some college preferred but not required.
Prior insurance experience is preferred.

Responsibilities

Renew and/or market expiring policies by gathering updated customer information and processing with underwriters/systems for policy issue.
Meets customers’ daily requests including policy changes, certificates of insurance, provides answers to customer questions.
Monitors policy expiration list to be certain that expiring policies are renewed.
Monitors accounts receivable balances on assigned accounts.
Provides administrative support to producers including preparing insurance applications.
Cross-sell insurance and bank services in a professional manner.
Complete required training associated with job function.
Performs other duties as required.