Ag Customer Service Representative

Bank Forward; Valley City (ND); On-site; USD 38,000 - 52,000; Full time

Job summary

Insure Forward is seeking an Insurance Administrative Specialist to greet clients, manage mail and records, and handle policy paperwork. You will perform data entry, process endorsements and renewals, and support accuracy in all client documents.

Ideal candidates have a business degree or equivalent insurance experience, with strong organization and customer-service skills. This is a full-time on-site role in a standard business hours environment.

Qualifications

• Greets and directs clients; responds to inquiries.
• Maintains confidential files and records.
• Processes policy-related paperwork and renewals.
• Performs data entry and reviews carrier activity.
• Assists with policy and endorsement processing.
• Maintains renewal and deposit premiums.
• Ensures accuracy of documents and invoicing.

Responsibilities

• Greets and directs clients and responds to inquiries.
• Distributes incoming mail and faxes.
• Maintains confidential files and records.
• Prepares letters, memos and reports and processes paperwork related to agency activities.
• Accurately performs data entry, runs MVRs and develops policies for mailing.
• Assists with policy and endorsement processing.
• Maintains new and renewal business.
• Identifies customer needs and provides products and services to meet needs.
• Fields customer requests involving insurance policies.
• Maintains company specific rates and forms manual for carriers that do not support that information online.
• Reviews all downloaded activity from carriers for accuracy and handles invoicing for transactions.
• Ensures accuracy of all company produced documents and secures corrections on incorrect items.
• Efficiently processes renewals, endorsements, change requests, claims, and deposit premiums.
• Complies with applicable banking and insurance laws and regulations.
• Position requires a degree in business or the equivalent in prior insurance work experience.

Skills

Customer service

Data entry

Records management

Document prep

Policy processing

Invoicing

Renewals processing

Customer needs analysis

Insurance knowledge

Education

Business degree or equivalent insurance experience

Job description

At Insure Forward we believe in the commitment to seek out and provide financial and insurance solutions for tomorrow, not just for today. In doing so, we help our customers, employees and communities 'fast forward' to the goals they strive to achieve in life.

Benefits: Health (Traditional and High-Deductible plan options), Dental, Vision, Medical & Dependent Care FSA, HSA, 401k, Company paid Life and Long-term Disability Insurance, Voluntary paid benefits, Paid Time Off, Holidays, Extended Medical Absence Leave, and Employee Stock Ownership!

Work Hours: Full-time; Monday-Friday, 8:00am-5:00pm.

Skills / Requirements / Qualifications:

• Promptly greets and directs clients and responds to customer requests/ inquiries.

• Distributes incoming mail and faxes.

• Establishes and maintains confidential files and records.

• Prepares letters, memos and reports and processes paperwork related to agency activities.

• Accurately performs data entry, runs MVR’s and develops policies for mailing.

• Assists with policy and endorsement processing.

• Maintains new and renewal business.

• Identifies customer needs and provides products and services to meet needs.

• Fields customer requests involving insurance policies.

• Maintains company specific rates and forms manual for carriers that do not support that information online.

• Reviews all downloaded activity from carriers for accuracy and handles invoicing for transactions.

• Ensures accuracy of all company produced documents and secures corrections on incorrect items.

• Efficiently processes renewals, endorsements, change requests, claims, and deposit premiums.

• Complies with applicable banking and insurance laws and regulations.

• Position requires a degree in business or the equivalent in prior insurance work experience.

Equal Opportunity Employer