Customer Service Agent

2 weeks ago

Fort Wayne, United States Brotherhood Mutual Full time
Job Title: Customer Service Agent - Affiliates

FLSA Status: Non-Exempt]

Job Family: Special Markets - Affiliates

Department: Special Markets - Affiliates

Location: Corporate Office (Fort Wayne, IN)

JOB SUMMARY

Professionally provide superior customer service while processing a large volume of product and service questions; maintain customer records. Identify sales opportunities through the building up of deep customer knowledge. Provide support to sales team through marketing campaigns, policy issuance, renewals, and quotes on small policy requests.

POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Provide excellent service to prospects and customers via email and phone. This includes promptly responding to and providing answers and filing direction on questions, policy requests, and processes.
  • Manage policy renewals to ensure timely processing and accuracy while identifying coverage needs and cross-selling potential.
  • Manage and create marketing campaigns for agents and account executives.
  • Prepare quotes for small policy requests from agents, customers, and prospects.
  • Communicate with customers and agents regarding payment status, billing problems, trip status and changes, online applications and coverage questions.
  • Collaborate with customers, agents, and other affiliates staff to gather application data, renewal data, and claims processes best practices for claims and underwriting.
  • Prepare emails and letters for correspondence with customers and program partners.
  • Learn and maintain knowledge of insurance coverage and forms relating to all Special Markets products.
  • Properly document files and systems of actions as determined by management.
  • Provide detailed reports of daily transactions as determined by management.
  • Complete other projects as assigned.
KNOWLEDGE, SKILLS, AND ABILITIES

The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Must possess strong prioritization skills and work well under pressure.
  • Must demonstrate an aptitude to learn the CRM system.
  • Must be proficient at using Microsoft Office.
  • Must have good judgment and the ability to make independent decisions.
  • Must possess excellent verbal, written, and listening communication skills.
  • Must be able to strictly guard confidential information.
  • Must be able to understand insurance company products and operations.
  • Must uphold the company's image and professional standards in all interactions with agents, customers, employees, and other members of the public.
  • Effectively interface with external contacts, Brotherhood employees, managers, and department staff members.
EDUCATION AND/OR EXPERIENCE
  • Must have a high school diploma or equivalent.
  • Must have two years of general business, insurance or related experience.
  • Must hold or be willing to obtain the CISR designation and the P&C or L&H agent license.
  • Experience with foreign liability travel insurance or related product is desired.
  • An Associate's or Bachelor's degree is desired.


Terms and Conditions

This description is intended to describe the general content of and requirements for the performance of this position. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.

Because the company's niche is the church and related ministries market, and because effective service requires a thorough understanding of this market, persons in this position must be familiar with church operations and must conduct themselves in a manner that will neither alienate nor offend persons within this target niche.

Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this position description in any way the company desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This position description is not an employment contract, implied or otherwise. The employment relationship remains "at-will".

  • Customer Service Agent

    1 month ago

    Fort Wayne, Indiana, United States Brittany Greene - State Farm Agent Full time

    Job OpportunityBrittany Greene State Farm Agent is seeking a dedicated and customer-focused individual to join our team as a Customer Service Representative.Key ResponsibilitiesEstablish and maintain strong relationships with customers, providing prompt and accurate service.Respond to customer inquiries regarding insurance availability, eligibility,...

  • Commercial Insurance Customer Service Agent

    2 weeks ago

    Fort Wayne, United States WalkerHughes Insurance Full time

    WalkerHughes Insurance is seeking an experienced Customer Service Agent to join our Commercial Lines team in any one of our 14 offices around Indiana.This individual will be responsible for working with clients on their concerns regarding their insurance policies, as well as servicing their requests (payments, endorsements, Evidence of Coverage, etc.). The...

  • Commercial Insurance Customer Service Agent

    1 month ago

    Fort Wayne, United States WalkerHughes Insurance Full time

    WalkerHughes Insurance is seeking an experienced Customer Service Agent to join our Commercial Lines team in any one of our 14 offices around Indiana. This individual will be responsible for working with clients on their concerns regarding their insurance policies, as well as servicing their requests (payments, endorsements, Evidence of Coverage, etc.). ...

  • Commercial Insurance Customer Service Agent

    1 month ago

    Fort Wayne, United States WalkerHughes Insurance Full time

    WalkerHughes Insurance is seeking an experienced Customer Service Agent to join our Commercial Lines team in any one of our 14 offices around Indiana. This individual will be responsible for working with clients on their concerns regarding their insurance policies, as well as servicing their requests (payments, endorsements, Evidence of Coverage, etc.). The...

  • Commercial Insurance Customer Service Agent

    2 months ago

    Fort Wayne, United States WalkerHughes Insurance Full time

    WalkerHughes Insurance is seeking an experienced Customer Service Agent to join our Commercial Lines team in any one of our 14 offices around Indiana. This individual will be responsible for working with clients on their concerns regarding their insurance policies, as well as servicing their requests (payments, endorsements, Evidence of Coverage, etc.).The...

  • Commercial Insurance Customer Service Agent

    1 month ago

    fort wayne, United States WalkerHughes Insurance Full time

    WalkerHughes Insurance is seeking an experienced Customer Service Agent to join our Commercial Lines team in any one of our 14 offices around Indiana. This individual will be responsible for working with clients on their concerns regarding their insurance policies, as well as servicing their requests (payments, endorsements, Evidence of Coverage, etc.).The...

  • Commercial Insurance Customer Service Agent

    1 month ago

    fort wayne, United States WalkerHughes Insurance Full time

    WalkerHughes Insurance is seeking an experienced Customer Service Agent to join our Commercial Lines team in any one of our 14 offices around Indiana. This individual will be responsible for working with clients on their concerns regarding their insurance policies, as well as servicing their requests (payments, endorsements, Evidence of Coverage, etc.).The...

  • Commercial Insurance Customer Service Agent

    2 months ago

    Fort Wayne, United States WalkerHughes Insurance Full time

    WalkerHughes Insurance is seeking an experienced Customer Service Agent to join our Commercial Lines team in any one of our 14 offices around Indiana. This individual will be responsible for working with clients on their concerns regarding their insurance policies, as well as servicing their requests (payments, endorsements, Evidence of Coverage, etc.).The...

  • Customer Service Representative

    1 month ago

    Fort Wayne, Indiana, United States Staff My Agency Full time

    Position OverviewAs a successful State Farm Agent, we are seeking a qualified professional to join our winning team as a Customer Service Representative - State Farm Agent Team Member. While insurance experience is not required, we will train the right person with the right skill set.Key ResponsibilitiesEstablish customer relationships and follow up with...

  • Customer Service Representative

    5 months ago

    Fort Wayne, United States Staff My Agency Full time

    Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. Insurance experience is not required as we will train the right person with the right skill set. We seek an energetic professional interested in helping our business grow...

  • Customer Service Associate

    3 weeks ago

    Fort Wayne, Indiana, United States Staff My Agency Full time

    Position OverviewWe are seeking a skilled professional to join our team as a Customer Service Representative - State Farm Agent Team Member. As a key member of our team, you will play a vital role in providing exceptional customer service and supporting our business growth.Responsibilities:Establish and maintain strong customer relationships, providing...

  • Account Associate

    5 months ago

    Fort Wayne, United States Scott Robinson - State Farm Agent Full time

    Position Overview:Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for you! Our agents...

  • Employee Benefits Customer Service Agent

    2 months ago

    fort wayne, United States The DeHayes Group Full time

    About UsThe DeHayes Group was founded in 1982 as a commercial property and casualty insurance agency with three employees. Organic growth, acquisitions and development of new product lines enabled The DeHayes Group to become the largest locally owned insurance agency in Northeast Indiana. We are pleased to offer commercial property and casualty, group...

  • Employee Benefits Customer Service Agent

    2 months ago

    Fort Wayne, United States The DeHayes Group Full time

    About UsThe DeHayes Group was founded in 1982 as a commercial property and casualty insurance agency with three employees. Organic growth, acquisitions and development of new product lines enabled The DeHayes Group to become the largest locally owned insurance agency in Northeast Indiana. We are pleased to offer commercial property and casualty, group...

  • Employee Benefits Customer Service Agent

    2 months ago

    Fort Wayne, United States The DeHayes Group Full time

    About Us The DeHayes Group was founded in 1982 as a commercial property and casualty insurance agency with three employees. Organic growth, acquisitions and development of new product lines enabled The DeHayes Group to become the largest locally owned insurance agency in Northeast Indiana. We are pleased to offer commercial property and casualty, group...

  • Employee Benefits Customer Service Agent

    1 month ago

    fort wayne, United States The DeHayes Group Full time

    About UsThe DeHayes Group was founded in 1982 as a commercial property and casualty insurance agency with three employees. Organic growth, acquisitions and development of new product lines enabled The DeHayes Group to become the largest locally owned insurance agency in Northeast Indiana. We are pleased to offer commercial property and casualty, group...

  • Employee Benefits Customer Service Agent

    2 weeks ago

    Fort Wayne, United States The DeHayes Group Full time

    About Us The DeHayes Group was founded in 1982 as a commercial property and casualty insurance agency with three employees. Organic growth, acquisitions and development of new product lines enabled The DeHayes Group to become the largest locally owned insurance agency in Northeast Indiana. We are pleased to offer commercial property and casualty, group...

  • Customer Service Agent

    1 month ago

    Fort Wayne, United States Masters Heating & Cooling Full time

    Job Description: LOOKING FOR A GREAT OPPORTUNITY! Masters Heating & Cooling is seeking a qualified customer service representative for our Fort Wayne location. Qualifications would include vast knowledge of computers and Microsoft applications, exceptional customer service skills both verbal and written, comfort with answering multiple phone lines, and...

  • Customer Service Representative

    1 month ago

    Fort Wayne, Indiana, United States BLUE FLAME HOSPITALITY LLC Full time

    Job Summary:We are seeking a skilled and friendly Front Desk Agent to join our team at Blue Flame Management. As a Front Desk Agent, you will be responsible for providing exceptional customer service to our guests, handling reservations and cancellations, and ensuring a smooth and efficient check-in and check-out process.Key Responsibilities:Provide...

  • Employee Benefits Customer Service Agent

    2 weeks ago

    Fort Wayne, United States The DeHayes Group Full time

    About UsThe DeHayes Group was founded in 1982 as a commercial property and casualty insurance agency with three employees. Organic growth, acquisitions and development of new product lines enabled The DeHayes Group to become the largest locally owned insurance agency in Northeast Indiana. We are pleased to offer commercial property and casualty, group...