Personal Lines Customer Service Representative
3 weeks ago
Description Maps Insurance Services seeks a Personal Lines Customer Service Representative (CSR) to provide new and existing customers with detailed, consistent, and accurate information about their policies. This position performs tasks such as taking applications for new customers, servicing existing customers, and assisting in the development of new sales opportunities. Key responsibilities include, but are not limited to: Consistently provide top-tier, high-level customer service to new and existing customers. Professionally answer and screen all telephone calls to handle any service tasks needed. Respond to questions from insureds and initiate and follow-up with customers and carriers to sell or resolve problems, answer questions, and monitor correspondence and reports. Handle basic billing questions (where to pay, who to pay, what to pay) and refer higher-level questions to the insurance producer. Take information for payments by telephone and in person, answer questions about account status, provide payoff information, and assist the insured in understanding premium finance. Document all conversations and interactions with customers, carriers, and producers in AMS360. Quickly send Auto ID cards and handle mortgagee requests. Prepare, process, review, and monitor various documents such as premiums, coverage of risk, policies, renewals, claims, applications, changes, endorsements, binders, contracts, etc. Prepare and present proposals, quotes, and recommend coverages based on customer needs and sales of appropriate coverages. Assist customers and arrange payment terms in accordance with established guidelines while performing in a manner that will prevent errors and omissions and preserve the integrity of the business reputation, as well as our client relationships. Contact clients/insureds regarding late policy payments via phone, email and/or mail in order to collect on delinquent accounts. Create and maintain computer files and suspense for follow-up items. Attend continuing education classes or educational activities to stay up-to-date on the latest developments, trends, and regulations, in the marketplace. Follow regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance-related policies. Requirements High school diploma or equivalent A minimum of 2-4 years of administrative and customer service experience Data entry experience Oregon Property and Casualty License (If not currently licensed, you must be able to obtain this license within 90 days of hire. Maps will pay for the training and support the achievement of this license.) Must be bondable Preferred: Insurance industry experience Bi-lingual in Spanish, a plus Knowledge in AMS360, a plus Starting Non-Exempt Pay Range: $19.54 – $24.42 per hour, plus agency profit share. Typical Schedule is Monday – Friday, 8:30 AM – 5:30 PM. To show our appreciation to employees, we offer: Medical, Dental, and Vision Insurance Employer-paid Life Insurance, Short-Term and Long-Term Disability 401(k) retirement plan with employer matching Generous paid time off and paid holidays Employee Assistance Program and Flexible Spending Accounts Student loan paydown program Membership benefits and wellness incentives Why our staff are proud to work here: We offer paid volunteer time We provide financial education for youth and adults We provide grants to teachers in the valley We offer scholarships for local high school seniors headed to college About Us: Maps Insurance Services is an independent agency owned by Maps Credit Union. We offer personal and commercial insurance to Credit Union members, non-members and clients all over the Pacific Northwest. As the premier independent insurance agency in Salem, Oregon, we provide broker services, offering quotes and underwriting policies with nearly a dozen regional and national carriers. In partnership with the Credit Union, we have a consistent flow of relationship-based referrals and a fun and collaborative environment where the insurance team works together to provide exceptional service and shops the market to find the ideal coverage and price for our clients. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status. #J-18808-Ljbffr
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Personal Lines Customer Service Representative
2 months ago
Salem, United States Marion & Polk Schools Credit Union Full timeJob Type Full-time Description Company Overview: At Maps Insurance, we encourage a fun and growth-oriented company culture. Our commitment to client satisfaction and employee excellence extends beyond professional development to include personal growth, career opportunities, and focus on a rewarding work-life balance. We believe that when our team members...
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Personal Lines Customer Service Representative
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Salem, United States Marion & Polk Schools Credit Union Full timeJob DescriptionJob DescriptionDescription:Company Overview:At Maps Insurance, we encourage a fun and growth-oriented company culture. Our commitment to client satisfaction and employee excellence extends beyond professional development to include personal growth, career opportunities, and focus on a rewarding work-life balance. We believe that when our team...
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