Insurance Personal Lines Customer Service Agent

First United Bank • Edmond, OK

4d • Hybrid

About The Position

The primary role of a personal lines customer service agent is to assist our customers. This position is essential in maintaining our current customers and directly affects our policy and premium retention rates. This position is also considered support staff for our sales agents. First United Bank is a family-friendly organization with strong ties to the communities we serve. We practice honesty, integrity, and exceptional customer service as we strive to be the best place, to bank, work and invest. We are committed to providing excellent career opportunities and a wide array of benefits for our staff. And, in recognition of First United's commitment to being a premier employer, we've been honored by OKCBiz Magazine as a "Best Places to Work" organization. As one of only 30 organizations and companies to receive this prestigious designation, we're very proud of our accomplishment! The key to First United's success is, and always will be, our exceptional people. Our employees share a desire to provide the best possible service to our customers and they work creatively, set high standards for themselves, and stick to them.

Requirements

• College degree preferred
• Industry knowledge preferred
• Insurance License preferred
• Obtain and maintain applicable licensing
• Proficient in PC operating systems
• Microsoft office
• Carrier websites
• Agency management system
• Comparative rater
• DocuSign
• RightFax

Responsibilities

• Service Personal Lines Book of Business
• Endorsements
• Billing/payments (monthly installments, questions & mortgage down payments)
• Claims
• Renewal Tracking
• Cancellation tracking and process (pending and cancelled)
• Underwriting issues on policies
• Remarkets
• Quote account rounds for existing PL business
• Secondary in issuing PL New Business Policies
• Backup for support and quoting new business
• Primary in answering incoming calls
• Distribute mail when needed

Benefits

• excellent career opportunities
• a wide array of benefits

What This Job Offers

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