Client Services Representative

Mechanics Bank is currently searching for a Client Services Representative to join our team reporting up to our Spokane Insurance Agency.

Responsible for daily servicing of clients, review of client's current policy renewals and remarketed as needed. Work current client base to reach out to clients that currently have mono-line business with agency to cross-sell other lines of business.

What you will do:

• Service and cross-sell insurance product to new and existing customers. Process quotes, renewals, endorsements, policy changes, cancellations and any other miscellaneous information received from clients and carriers. Use probing questions to determine insurance needs and then sell appropriate products.

• Handle incoming customer phone calls, faxes and emails and special requests. Make servicing and sales telephone calls with current and new customers.

• Determine sales strategies and tactics to increase customer base and cross sell additional products.

• Maintain accurate customer records by updating policy information as needed in agency management database.

• Be familiar with on-line company manuals, rating programs and any coverage changes.

• Adhere to all systems, procedures and insurance regulations.

Who you are:

• High School or GED required.

• 2 Year / Associate Degree preferred.

• College and/or insurance classes/certification preferred.

• 2 years minimum personal lines experience at agency or insurance company.

• Additional experience may be considered in lieu of degree.

• Licensed in Washington state for property and casualty insurance required.

• Familiar with agency markets and preferences for appropriate market selections for accounts.

• Strong written and verbal communication skills with a customer service orientation.

• Ability to handle confidential information with the highest level of discretion.

• Possess excellent organization, detail orientation, and judgment skills. Able to learn quickly, be accurate in completing responsibilities with strong attention to detail and documentation.

• Highly professional in all standards, skills and manner in dealing with clients, insurance agents and others. Pleasant and courteous with strong business etiquette and adherence to dress code standard.

• Work cooperatively by maintaining positively strong effective communication and working relationships with co-works and manager.

• Willingness to assume additional responsibility/duties and or projects as they arise.

• Ability to accept and facilitate change, whether indicated by corporate needs, market or regulatory requirements.

• Dependable and self-starter who has the ability to work without constant/on-hands supervision.

• Regular and punctual attendance is required.

ADA Requirements:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to sit and talk or hear, and use hands to finger, handle, or feel objects, tools, or controls.

• The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.

• The employee must occasionally lift and/or move up to 10 pounds.

• Specific vision abilities required by this job include close vision.

• The noise level in the work environment is usually moderate.

#LI-HW1

Pay Range: $20.29 - $34.49 hourly

Eligible for Retail Incentive Plan

Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:

• Medical, prescription, dental, and vision coverage for employees and their eligible family members

• Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits

• Health Savings Account with employer contribution

• Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit

• 401(k) and Roth 401(k) with company contribution

• 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program

• Supplemental Health plans, Voluntary Legal and Identity Theft Services

• 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year

• Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

• Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.

• Please view Equal Employment Opportunity Posters provided by OFCCPhere.

• To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit

  California Privacy Policy for Prospective Employees | Mechanics Bank

[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.