Insurance Customer Service Representative
2 weeks ago
Cornerstone Bank is seeking a highly skilled Customer Service Insurance Agent to join our team. As a Customer Service Insurance Agent, you will be responsible for providing exceptional customer service to our clients, ensuring their insurance needs are met, and helping them navigate the complexities of insurance products.
Key Responsibilities:- Conduct annual reviews with existing clients to identify their insurance needs and offer additional products as required.
- Process applications, changes, and related forms in a timely and accurate manner.
- Prepare and present quotes to clients, ensuring they understand the terms and conditions of the insurance products.
- Accept and document customer payments, maintaining accurate records of all transactions.
- Report claims and track resolutions, ensuring that clients receive prompt and efficient service.
- Prepare and oversee individual client insurance portfolios, ensuring that their insurance needs are met and their policies are up-to-date.
- Equivalent to a high school education minimum, with one to two years of post-secondary education in business or insurance experience preferred.
- A valid driver's license is required, and an insurance license must be obtained and maintained in accordance with State Insurance Department requirements.
- Strong attention to detail, math aptitude, verbal and written communication skills are essential.
- Working knowledge of computers and the ability to interact effectively with other bank personnel, management, and coworkers are necessary.
- Ability to work in a team environment and independently, coordinate multiple tasks, and organize projects.
- Sound judgment, courtesy, tact, and diplomacy are required to deliver exceptional customer service.
- Vacation and paid time off days.
- Paid holidays.
- Retirement plan contribution.
- Life insurance and long-term disability insurance.
- Health, dental, and vision insurance.
- Career growth potential.
- Bonus programs.
- A family atmosphere.
Cornerstone Bank is an Equal Opportunity Employer/Veterans/Disabled.
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