Ag Customer Service Representative

Job Description

Job Description

A t Insure Forward we believe in the commitment to seek out and provide financial and insurance solutions for tomorrow, not just for today. In doing so, we help our customers, employees and communities "fast forward" to the goals they strive to achieve in life.

Benefits: Health (Traditional and High-Deductible plan options), Dental, Vision, Medical & Dependent Care FSA, HSA, 401k, Company paid Life and Long-term Disability Insurance, Voluntary paid benefits, Paid Time Off, Holidays, Extended Medical Absence Leave, and Employee Stock Ownership!

Work Hours: Full-time; Monday-Friday, 8:00am-5:00pm.

Skills / Requirements / Qualifications:

• Promptly greets and directs clients and responds to customer requests/ inquiries.

• Distributes incoming mail and faxes.

• Establishes and maintains confidential files and records.

• Prepares letters, memos and reports and processes paperwork related to agency activities.

• Accurately performs data entry, runs MVR’s and develops policies for mailing.

• Assists with policy and endorsement processing.

• Maintains new and renewal business.

• Identifies customer needs and provides products and services to meet needs.

• Fields customer requests involving insurance policies.

• Maintains company specific rates and forms manual for carriers that do not support that information online.

• Reviews all downloaded activity from carriers for accuracy and handles invoicing for transactions.

• Ensures accuracy of all company produced documents and secures corrections on incorrect items.

• Efficiently processes renewals, endorsements, change requests, claims, and deposit premiums.

• Complies with applicable banking and insurance laws and regulations.

• Position requires a degree in business or the equivalent in prior insurance work experience.

Equal Opportunity Employer