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Insurance Client Service Specialist

2 months ago


Cookeville, Tennessee, United States SmartBank Full time

Insurance Customer Service Representative

Job Category: Branch Administration Requisition Number: INSUR01467

Job Overview

The Rains Agency, a division of SmartBank, has been providing insurance solutions since 1927. We specialize in various insurance products including automotive, property, commercial, life, and health coverage.

A career with Rains is more than just employment; it is a community where values are cherished and hard work is acknowledged. Our associates are known for their trustworthiness, loyalty, and innovative spirit. For over a decade, we have been serving clients across multiple states and continue to expand our reach. We empower our team members to treat clients with respect and engage actively in the communities we serve. We strive to create exceptional value by nurturing a workplace that honors individual needs, sets high standards, and celebrates accomplishments.

Key Responsibilities

  • Embrace and uphold SmartBank's Core Values and Purpose.
  • Adhere to the SmartBank Way by Acting Smart, Looking Smart, and Being Smart.
  • Deliver outstanding customer service.
  • Manage existing accounts through phone and in-office interactions.
  • Prepare and present insurance quotes and proposals for designated accounts.
  • Process and finalize insurance applications, enrollments, changes, and terminations as required.
  • Handle renewals for carriers and update management systems for assigned accounts.
  • Review new offerings from both new and existing insurance providers.
  • Monitor monthly expiration lists for relevant lines of business.
  • Research competitive renewals with various carriers as necessary.
  • Maintain updated records on customer electronic files within the management system.
  • Participate in training and educational seminars as requested by management.

Ideal Candidate Profile

  • High school diploma or equivalent is required.
  • Bachelor's degree in a related field is preferred.
  • A minimum of 2 years of experience in the insurance sector is preferred.
  • Appropriate insurance licensing is preferred.

Equal Opportunity Employer

SmartBank is an Equal Opportunity Employer, committed to protecting the rights of veterans and individuals with disabilities. We do not discriminate against employees or applicants based on their inquiries or discussions regarding compensation.