Insurance Customer Service Representative

About the role

Responsible for transactional customer service and policy renewal process. Supports account administrators, account managers and producers in renewing existing policies and selling new accounts.

Responsibilities

• Renew and/or market expiring policies by gathering updated customer information and processing with underwriters/systems for policy issue.
• Mets customers’ daily requests including policy changes, certificates of insurance, provides answers to customer questions.
• Monitors policy expiration list to be certain that expiring policies are renewed.
• Monitors accounts receivable balances on assigned accounts.
• Provides administrative support to producers including preparing insurance applications.
• Cross-sells insurance and bank services in a professional manner.
• Completes required training associated with job function.
• Performs other duties as required.

Qualifications

• Education: High school diploma or GED. Some college preferred but not required.
• Experience: Prior insurance experience is preferred. Prior experience with Excel, Word and related software is required.

Skills

• Ability to gain thorough knowledge of insurance products and coverages.
• Must have the ability to gain and maintain an Insurance Producers license and a valid Illinois Driver’s license for this role.
• High level of organizational and communication skills including the ability to handle multiple simultaneous tasks and establish priorities.
• Ability to empathize with customers and to respond appropriately.

Benefits

• Competitive health, dental & vision coverage with HSA match
• 401(k) with employer match + Employee Stock Purchase Plan
• Generous PTO, paid holidays & parental leave
• Tuition reimbursement & performance-based bonuses

Total Rewards

Visit our Total Rewards page to see our full list of benefits.

Pay

Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience.

Schedule

May be required to work earlier or later than the normal workday and may be required to work outside of the office to facilitate extended hours or customer visits.