Insurance Customer Service Representative
Profinium Inc, Truman, MN, United States
Insurance Agent Support Specialist
You are responsible for supporting insurance agents in the processing of new applications, renewals, endorsements, claims, and submitting customer payments. You are proficient with the agency management system and carrier websites. You are the branch location point of contact for customers needing assistance in person or via telephone, ensuring our clients receive an amazing client experience with our Insurance Agency! Customer Service - 90% You support the agents in a way that provides them the most opportunity to procure new business and retain existing business. You interact with customers to provide information in response to inquiries about products and services. You handle and resolve complaints in a timely manner. You process and follow up on new applications, policy changes, reinstatements, and cancellations of insurance policies. You review insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, and changing policy record to conform to insured party's specifications. You enter customer information and policies accurately into the management program. You compose business correspondence as requested. You correspond with insured or agent to obtain information or inform them of account status changes. You interview clients and take phone calls to provide customer service and obtain information on claims. You organize and maintain policyholder files, including new, renewed, and cancelled policies. You process, prepare, and submit business forms, such as applications for coverage to insurance carriers. You review and verify data on insurance application and policies. You attend meetings, seminars, and programs to learn about new products and services and keep applicable licenses current. You verify the accuracy from agent to insurance carriers on new and renewed policies and keep files up to date. You process and track claims with companies and ensure up-to-date information in the management program. Other - 10% You promote the amazing positive and energetic environment at Profinium by embracing our Purpose, Pledge, and Pursuits (P3's) and Core Values to guide your behavior. You serve as back-up for the bookkeeping function to include the Accounting Software system. You process daily incoming/outgoing mail. You must comply with all company policies and procedures, applicable laws, and regulations. As part of the overall team and Agency employees, you may be requested to assist in the support of other agency activities. Competencies Customer Service Interpersonal Skills - Communication Technology Driven - Self-motivated Teamwork Detail-Oriented - Reliable Education, Experience & Skills You value client experience and are capable of committing to a team culture like no other! You take pride in providing a quality product and having fun along the way! You have a High School Diploma or General Education Degree (GED) It is preferred that you have 1-3 years of customer service experience OR you have an equivalent combination of education and preferred experience You have a high numerical aptitude You have the ability to maintain confidential information You have the ability to work with multiple levels of management and agency staff. You have skills needed in a typical office environment, including computer skills and utilization of office equipment. While performing the duties of this job, you are regularly required to move about inside the office to access file cabinets, office machinery, attend meetings, etc. You have the ability to operate a computer, carry, handle, and feel objects; reach with hands and arms; communicate effectively and efficiently in person and over the phone. You must occasionally lift and/or move up to 25 pounds or more with assistance. You have the ability to travel to other locations as needed. Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. The requirements listed above are representative of the knowledge, skills, and/or abilities required for this position. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions of this job. This document is intended to describe the general content and performance requirements of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements and does not imply a contract. Other duties may be assigned. Profinium has the exclusive right to alter this job description at any time without notice. Profinium, Inc. is an Affirmative Action/Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other characteristic protected by law.
You are responsible for supporting insurance agents in the processing of new applications, renewals, endorsements, claims, and submitting customer payments. You are proficient with the agency management system and carrier websites. You are the branch location point of contact for customers needing assistance in person or via telephone, ensuring our clients receive an amazing client experience with our Insurance Agency! Customer Service - 90% You support the agents in a way that provides them the most opportunity to procure new business and retain existing business. You interact with customers to provide information in response to inquiries about products and services. You handle and resolve complaints in a timely manner. You process and follow up on new applications, policy changes, reinstatements, and cancellations of insurance policies. You review insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, and changing policy record to conform to insured party's specifications. You enter customer information and policies accurately into the management program. You compose business correspondence as requested. You correspond with insured or agent to obtain information or inform them of account status changes. You interview clients and take phone calls to provide customer service and obtain information on claims. You organize and maintain policyholder files, including new, renewed, and cancelled policies. You process, prepare, and submit business forms, such as applications for coverage to insurance carriers. You review and verify data on insurance application and policies. You attend meetings, seminars, and programs to learn about new products and services and keep applicable licenses current. You verify the accuracy from agent to insurance carriers on new and renewed policies and keep files up to date. You process and track claims with companies and ensure up-to-date information in the management program. Other - 10% You promote the amazing positive and energetic environment at Profinium by embracing our Purpose, Pledge, and Pursuits (P3's) and Core Values to guide your behavior. You serve as back-up for the bookkeeping function to include the Accounting Software system. You process daily incoming/outgoing mail. You must comply with all company policies and procedures, applicable laws, and regulations. As part of the overall team and Agency employees, you may be requested to assist in the support of other agency activities. Competencies Customer Service Interpersonal Skills - Communication Technology Driven - Self-motivated Teamwork Detail-Oriented - Reliable Education, Experience & Skills You value client experience and are capable of committing to a team culture like no other! You take pride in providing a quality product and having fun along the way! You have a High School Diploma or General Education Degree (GED) It is preferred that you have 1-3 years of customer service experience OR you have an equivalent combination of education and preferred experience You have a high numerical aptitude You have the ability to maintain confidential information You have the ability to work with multiple levels of management and agency staff. You have skills needed in a typical office environment, including computer skills and utilization of office equipment. While performing the duties of this job, you are regularly required to move about inside the office to access file cabinets, office machinery, attend meetings, etc. You have the ability to operate a computer, carry, handle, and feel objects; reach with hands and arms; communicate effectively and efficiently in person and over the phone. You must occasionally lift and/or move up to 25 pounds or more with assistance. You have the ability to travel to other locations as needed. Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. The requirements listed above are representative of the knowledge, skills, and/or abilities required for this position. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions of this job. This document is intended to describe the general content and performance requirements of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements and does not imply a contract. Other duties may be assigned. Profinium has the exclusive right to alter this job description at any time without notice. Profinium, Inc. is an Affirmative Action/Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other characteristic protected by law.