Insurance Service Specialist

IH Mississippi Valley Credit UnionDavenport, IA
1dOnsite

About The Position

Join our team as an Insurance Service Specialist! IHMVCU is member-focused and dedicated to providing exceptional service and fostering financial well-being for our community. Our commitment to personalized service makes us a trusted partner for our members. We are seeking an enthusiastic Insurance Service Specialist to be that partner to existing and new policy holders. We have a successful and busy insurance business, so we are looking for someone with a detail-oriented work style. This role will be located at our Davenport, Iowa branch. The successful candidate should have following skills/qualifications: High School Diploma or equivalent Property/Casualty insurance license or ability to obtain one within 30 days of starting the position. Exceptional member service, problem solving and decision-making skills Demonstrated professional communication, accuracy and attention to detail Known to be reliable, dependable and responsible in all situations

Requirements

  • High School Diploma or equivalent
  • Property/Casualty insurance license or ability to obtain one within 30 days of starting the position.
  • Exceptional member service, problem solving and decision-making skills
  • Demonstrated professional communication, accuracy and attention to detail
  • Known to be reliable, dependable and responsible in all situations

Responsibilities

  • Provides exceptional service to members and potential clients on all inquiries including, but not limited to requests for policy changes, coverage or billing questions, claims questions or inquiries on existing policies.
  • Documents all member interactions and requests completely, accurately and efficiently.
  • Obtains signatures on new business policies and processes new business files checking for coverage accuracy, forms and signatures, correct billing information and completion of post issuance forms and requests.
  • Thoroughly reviews existing members policies and periodically shops around with carriers for best pricing, offering the option to rewrite with another carrier if beneficial to the member
  • Conducts all transactions in accordance with State Insurance laws, Agency and IHMVCU policy.
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