Personal Lines Customer Service Representative

**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. #J-18808-Ljbffr