Insurance Customer Service Representative

Profinium Insurance Agency•Truman, MN

1d•Onsite

About The Position

Profinium Insurance Agency has an opportunity for a Customer Service Representative role based out of our Truman location! We are a full-service, family-owned Insurance Agency located in Southern MN. We believe that your AMAZING is possible & we are dedicated to helping our employees & clients achieve their dreams. Our Core Values of People First, Teamwork, Confidence, Accountable and Excel guide us in these pursuits: Cultivating excellence by challenging ourselves with courage and confidence. Inspiring a fun environment where innovation thrives, mentoring is essential, and our journey is celebrated. Delivering a legendary experience through our unrivaled service and empowering solutions. Vested in our communities' success with leadership, resources and time. So...Why work at Profinium? As some of our employee testimonials highlight, we value each other, positivity, and collaboration. We thrive on connectivity, teamwork, and pursuing innovative ways to help our employees grow personally & professionally. We care for our employees & their family members, and we understand the importance of whole well-being.

Requirements

Customer Service – Interpersonal Skills - Communication – Technology Driven - Self-motivated – Teamwork – Detail-Oriented - Reliable
Valuing client experience & being capable of committing to a team culture like no other!
Taking pride in providing a quality product & having fun along the way!
A High School Diploma or General Education Degree (GED)
A high numerical aptitude
The ability to maintain confidential information
The ability to work with multiple levels of management & agency staff.
Skills needed in a typical office environment, including computer skills & utilization of office equipment.
Regularly required to move about inside the office to access file cabinets, office machinery, attend meetings, etc.
Ability to operate a computer, carry, handle & feel objects; reach with hands & arms; communicate effectively & efficiently in person & over the phone.
Ability to travel to other locations as needed.
Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception & the ability to adjust focus.

Nice To Haves

1-3 years of customer service experience
Equivalent combination of education & preferred experience

Responsibilities

Supporting insurance agents in the processing of new applications, renewals, endorsements, claims, & submitting customer payments.
Being proficient with the agency management system & carrier websites.
Serving as the branch location point of contact for customers needing assistance in person or via telephone, ensuring our clients receive an AMAZING client experience with our Insurance Agency!
Supporting the agents in a way that provides them the most opportunity to procure new business and retain existing business.
Interacting with customers to provide information in response to inquiries about products and services.
Handling and resolving complaints in a timely manner.
Processing and following up on new applications, policy changes, reinstatements and cancellations of insurance policies.
Reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, & changing policy record to conform to insured party’s specifications.
Entering customer information and policies accurately into the management program.
Composing business correspondence as requested.
Corresponding with insured or agent to obtain information or inform them of account status changes.
Interviewing clients & taking phone calls to provide customer service & obtain information on claims.
Organizing & maintaining policyholder files, including new, renewed & cancelled policies.
Processing, preparing & submitting business forms, such as applications for coverage to insurance carriers.
Reviewing & verifying data on insurance application & policies.
Attending meetings, seminars & programs to learn about new products & services & keep applicable licenses current.
Verifying the accuracy from agent to insurance carriers on new & renewed policies & keeping files up to date.
Processing & tracking claims with companies & ensuring up-to-date information in the management program.
Promoting the AMAZING positive & energetic environment at Profinium by embracing our Purpose, Pledge, & Pursuits (P3's) & Core Values to guide your behavior.
Serving as back-up for the bookkeeping function to include the Accounting Software system.
Processing daily incoming/outgoing mail.
Complying with all company policies and procedures, applicable laws & regulations.
Assisting in the support of other agency activities as requested.