Insurance Services Representative

SOUTHERN BANK•Poplar Bluff, MO

1d•Hybrid

About The Position

This position provides assistance to Insurance Agents and offers back-office support for the Department. The role involves serving existing and potential customers via phone and in person. Key responsibilities include maintaining department files, accepting premium payments, communicating with insurance company representatives, overseeing the agency management computer system, and reconciling accounts. Southern Bank team members are expected to maintain the confidentiality of customer information and secure information systems to comply with bank regulations.

Requirements

High School diploma or equivalent.
Demonstrate positive and helpful attitude towards customers and prospective customers.
Good interpersonal communication skills.
Ability to use effective communication skills, understand procedures, and speak clearly to customers, employees, and supervisors.
Computer and data entry skills.
Some accounting and reconciliation skill.
Good customer service skills.
Maintain trustworthiness, character, professionalism, confidentiality, and honesty in dealing with internal or external customers.
Adheres to Southern Bank Telephone Standards, supporting a favorable environment for open communication and addresses concerns or problems in an open manner.
Maintains attendance with the ability to work a schedule that may include working overtime, nights, weekends and holidays.
May be asked to assist at various branches across Southern Bank’s footprint.
Completes and performs any other duties as assigned.

Nice To Haves

Willingness to seek Life & Health and Property & Casualty Insurance licenses.

Responsibilities

Maintain the insurance management software program, including data entry, preparing reports for agents and bank management, and reconciling monthly statements.
Provide telephone assistance to customers, addressing immediate needs or transferring calls to appropriate agency employees.
Educate customers on utilizing available access channels.
Participate in welcoming customers, directing them to the proper employee, and assisting with premium payments and other walk-in needs.
Actively participate in business development through public interactions and establishing agency visibility in the community.
Assist in building the agency's customer base and proactively contact customers to ensure satisfaction.
Assist licensed agents in preparing insurance quotes and applications for submission to companies.
Maintain knowledge of insurance regulatory requirements and understand the functions performed by licensed insurance agents.
Maintain trustworthiness, character, professionalism, confidentiality, and honesty in dealings with internal or external customers.
Adhere to Southern Bank Telephone Standards, supporting open communication and addressing concerns or problems openly.
Maintain attendance and be able to work a schedule that may include overtime, nights, weekends, and holidays.
May be asked to assist at various branches across Southern Bank’s footprint.
Complete and perform any other duties as assigned.