Insurance Customer Service Representative

Position Summary: Assist insurance customers by answering to phone and walk in business and processing any claim, payments, quotes, or requotes for new or existing business.

Principal Duties & Responsibilities:

• Insurance Customer Service Representative will Answer and respond to inbound customer calls.
• Customer Service Representative will Answer and respond to walk in customers.
• Insurance Customer Service Representative will Retain policyholders who inquire about canceling through open listening, negotiation, and policy review.
• Customer Service Representative will Process customer payments and make alternate payment arrangements as needed.
• Insurance Customer Service Representative will Process changes to customer policies.
• Customer Service Representative will Respond to customer inquiries or problems and explain processing procedures.
• Insurance Customer Service Representative will Process claims for customer insurance policies.
• Customer Service Representative will Research and resolve customer complaints to ensure customer retention and satisfaction.
• Insurance Customer Service Representative will Identify opportunities to cross sell or refer bank products and services.
• Customer Service Representative will Quote or requote insurance policies for new or existing business.
• Insurance Customer Service Representative Prepares and/or assists with commercial proposals.
• Customer Service Representative will Interface directly with insurance companies on all personal lines, new business, existing business, correspondence to underwriter and receiving office, and endorsement requests.
• Insurance Customer Service Representative is Responsible for adhering to all applicable laws and regulations including the Bank Secrecy Act.
• Customer Service Representative will Achieve annual referral expectations for the Bank.
• All other duties as assigned.

Education and Experience Requirements:

• High School Diploma required
• 0 to 2 years of insurance customer service or sales preferred
• Property and Casualty Insurance License preferred
• Valid Group Health Insurance License preferred

Skills and Abilities:

• Excellent communication skills.  A CSR requires strong listening skills to interpret customer needs and then communicate back in verbal and written format.
• Strong multitasking skills to coordinate and perform daily activities without compromising accuracy.
• Strong organizational skills to manage daily calls, claims and insurance computer processing.
• Intermediate computer skills utilizing spreadsheet, word processing, and insurance software preferred.  (Use of Microsoft products is a plus).
• Strong problem solving and troubleshooting ability.
• Basic to intermediate math skills.

Physical Requirements:

• Computer use up to 8 hours a day
• Lifting of weights up to 20lbs