Personal Lines Customer Service Representative
Midwest Heritage, Grimes, IA, United States
Additional Considerations (if any):
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.
Core Competencies Customers Service In-House Relationship Management Administration Reporting Relations
Accountable and Reports to:
Client Service Manager
Positions that Report to you:
None
Primary Duties and 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 Secondary Duties and Responsibilities:
Performs other job-related duties and special projects as requested Knowledge, Skills, Abilities, and Worker Characteristics:
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 Education and Experience:
High School diploma or equivalent One year of Property & Casualty insurance experience preferred. A minimum of one year of customer service experience is required. Must hold required insurance licensing or be willing to obtain it. Physical Requirements:
This position is classified sedentary/light and requires the ability to sit for long periods of time. Visual requirements include: ability to see detail at near range with or without correction. Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions. Working Conditions:
The duties of this position are normally performed in a general office setting. This is a fast paced work environment. There is frequent pressure to meet deadlines and handle multiple projects in a day.
Equipment Used to Perform Job:
Computer (PC with Microsoft Office programs), telephone, calculator, copier, fax, and printer.
Contacts:
This position works with Midwest Heritage employees, bank customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage.
Confidentiality:
This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.
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.
Core Competencies Customers Service In-House Relationship Management Administration Reporting Relations
Accountable and Reports to:
Client Service Manager
Positions that Report to you:
None
Primary Duties and 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 Secondary Duties and Responsibilities:
Performs other job-related duties and special projects as requested Knowledge, Skills, Abilities, and Worker Characteristics:
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 Education and Experience:
High School diploma or equivalent One year of Property & Casualty insurance experience preferred. A minimum of one year of customer service experience is required. Must hold required insurance licensing or be willing to obtain it. Physical Requirements:
This position is classified sedentary/light and requires the ability to sit for long periods of time. Visual requirements include: ability to see detail at near range with or without correction. Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions. Working Conditions:
The duties of this position are normally performed in a general office setting. This is a fast paced work environment. There is frequent pressure to meet deadlines and handle multiple projects in a day.
Equipment Used to Perform Job:
Computer (PC with Microsoft Office programs), telephone, calculator, copier, fax, and printer.
Contacts:
This position works with Midwest Heritage employees, bank customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage.
Confidentiality:
This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.