Insurance Customer Service Representative

Profinium Insurance Agency•Truman, MN

About The Position

SCOPE You are responsible for supporting insurance agents in the processing of new applications, renewals, endorsements, claims, & submitting customer payments. You are proficient with the agency management system & carrier websites. You are 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! ACCOUNTABILITIES Customer Service - 90% You support the agents in a way that provides them the most opportunity to procure new business and retain existing business. You interact with customers to provide information in response to inquiries about products and services. You handle and resolve complaints in a timely manner. You process and follow up on new applications, policy changes, reinstatements and cancellations of insurance policies. You review 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 You enter customer information and policies accurately into the management program. You compose business correspondence as requested. You correspond with insured or agent to obtain information or inform them of account status changes. You interview clients & take phone calls to provide customer service & obtain information on claims. You organize & maintain policyholder files, including new, renewed & cancelled policies. You process, prepare & submit business forms, such as applications for coverage to insurance carriers. You review & verify data on insurance application & policies. You attend meetings, seminars & programs to learn about new products & services & keep applicable licenses current. You verify the accuracy from agent to insurance carriers on new & renewed policies & keep files up to date. You process & track claims with companies & ensure up-to-date information in the management program. Other -10% You promote the AMAZING positive & energetic environment at Profinium by embracing our Purpose, Pledge, & Pursuits (P3's) & Core Values to guide your behavior. You serve as back-up for the bookkeeping function to include the Accounting Software system. You process daily incoming/outgoing mail. You must comply with all company policies and procedures, applicable laws & regulations. As part of the overall team and Agency employees, you may be requested to assist in the support of other agency activities.

Requirements

Customer Service
Interpersonal Skills
Communication
Technology Driven
Self-motivated
Teamwork
Detail-Oriented
Reliable
Value client experience
Commitment to a team culture
Pride in providing a quality product
Having fun along the way
High School Diploma or General Education Degree (GED)
High numerical aptitude
Ability to maintain confidential information
Ability to work with multiple levels of management & agency staff.
Skills needed in a typical office environment, including computer skills & utilization of office equipment.
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 processing applications, renewals, endorsements, and claims.
Submitting customer payments.
Providing customer service in person and via telephone.
Processing and following up on policy changes, reinstatements, and cancellations.
Entering customer information and policies into the management program.
Composing business correspondence.
Obtaining information on claims.
Organizing and maintaining policyholder files.
Processing and submitting business forms.
Verifying data on insurance applications and policies.
Attending meetings and seminars to learn about new products and services.
Processing and tracking claims with companies.
Serving as back-up for bookkeeping function.
Processing daily incoming/outgoing mail.