Personal Lines Customer Service Representative

Hy-Vee, Inc.•Grimes, IA

About The Position

At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth. Midwest Heritage Job Title: PC Personal Lines Customer Service Representative Department: Insurance FLSA: Non-Exempt General Function Provide first class customer service over the phone, in writing, or in person to Midwest Heritage Insurance Services customers and internal Midwest Heritage staff.

Requirements

Must have a friendly, positive attitude and present themselves in a professional manner
Strong written and verbal communication skills and the ability to approach people
Self-motivation, strong work ethic and the ability to build personal relationships with insurance company
Must possess good customer service spirit to help customers in a timely and proficient manner
Excellent organizational skills, attention to detail, high level of accuracy, and follow-up skills
Must be able to maintain a high degree of confidentiality
Must have proficiency of PC with Microsoft Word, Excel, Access, Outlook and good data entry skills
Must have the ability to analyze and understand coverages, forms, underwriting practices and policies
High School diploma or equivalent
A minimum of one year of customer service experience is required.
Must hold required insurance licensing or be willing to obtain it.

Nice To Haves

One year of Property & Casualty insurance experience preferred.

Responsibilities

Manages inbound email, phone calls, and walk-in customer service requests
Provides sales support service to assist Producers and account managers in finalizing new & renewal business policy processing
Ensures prompt and accurate service and processing of policy changes, claims, billing inquiries, and policy cancellations
Demonstrates a positive, friendly, and professional attitude
Keeps the Producer, account manager, and client services manager fully informed of all important activities, including potential problems
Prepares and sends letters on behalf of internal staff; underwriting follow up letters, new business solicitation letters, renewal letters, etc.
Depending on business needs, employee may be asked to quote new, renewal, and re-write policies
Cross-sell Midwest Heritage banking, investments, and additional insurance products
Employee may be asked to support personal lines, commercial lines, and/or farm insurance customers depending on business need
Demonstrates a positive, friendly, and professional attitude
Demonstrates a willingness and desire to work in a team atmosphere and assist others when needed
Reports to work when scheduled and on time
Effectively manages workload to ensure efficiency and proficiency of tasks
Effectively manages follow up activities and completes proficient documentation on all client contacts
Properly uses agency management systems and carrier systems
Maintains current Producer’s license, certifications, and CE requirements for each renewal period
Attends scheduled agency and insurance carrier meetings
Performs other job-related duties and special projects as requested