Customer Service Agent

Bank Forward; Jamestown (ND); Sur place; USD 38 000 - 56 000; Plein temps

Avantages offerts par ce poste

Health plan options

401k

Employee Stock Ownership

Paid Time Off

Holidays

Extended Medical Absence Leave

Life insurance

Long-term disability insurance

Voluntary paid benefits

Résumé du poste

Bank Forward is seeking a dedicated insurance professional in Jamestown, ND to manage and renew client policies, respond to inquiries, and advise on coverage options. This full-time role emphasizes accuracy, timeliness, and a client-first mindset, with opportunities to cross-sell and upsell within existing accounts.

The position requires a Property & Casualty license (or willingness to obtain within six months), a high school diploma, and strong communication skills.

Qualifications

• Must have P&C license or willingness to obtain within six months.
• High school diploma or GED required.
• Strong customer service and interpersonal skills.
• Sales-oriented approach with ability to identify opportunities.
• Excellent written and verbal communication.
• Proficiency with computer systems.

Responsabilités

• Manage new and renewal insurance policies, ensuring accuracy, completeness, and timely processing
• Serve as a primary point of contact for clients, responding to inquiries, policy changes, and service requests with professionalism and urgency
• Review client accounts proactively to identify coverage gaps and recommend appropriate solutions
• Prepare quotes and remarket policies to provide competitive options that meet client needs
• Support sales efforts by identifying cross-sell and upsell opportunities within existing accounts
• Process policy transactions including renewals, endorsements, changes, claims, and premium payments
• Review carrier downloads for accuracy and handle invoicing for all applicable transactions
• Maintain and update carrier-specific rate and forms manuals when not available through online systems
• Build and maintain strong client relationships to support retention and long‑term satisfaction
• Organize and maintain accurate, confidential client files in compliance with company policies and industry regulations
• Collaborate with team members and carriers to resolve issues and ensure a seamless client experience

Connaissances

Customer service

Interpersonal skills

Sales oriented

Excellent communication

Client-first mindset

Agency management software learn

Formation

High school diploma or GED

Outils

Agency management software

Description du poste

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 HD plan options), Dental, Vision, Medial & Dependent Care FSA, HSA, 401k, Employee Stock Ownership, Company paid Life and Long-term disability insurance, Voluntary paid benefits, Paid Time Off, Holidays. Extended Medical Absence Leave.

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

Key Responsibilities:

• Manage new and renewal insurance policies, ensuring accuracy, completeness, and timely processing
• Serve as a primary point of contact for clients, responding to inquiries, policy changes, and service requests with professionalism and urgency
• Review client accounts proactively to identify coverage gaps and recommend appropriate solutions
• Prepare quotes and remarket policies to provide competitive options that meet client needs
• Support sales efforts by identifying cross-sell and upsell opportunities within existing accounts
• Process policy transactions including renewals, endorsements, changes, claims, and premium payments
• Review carrier downloads for accuracy and handle invoicing for all applicable transactions
• Maintain and update carrier-specific rate and forms manuals when not available through online systems
• Build and maintain strong client relationships to support retention and long‑term satisfaction
• Organize and maintain accurate, confidential client files in compliance with company policies and industry regulations
• Collaborate with team members and carriers to resolve issues and ensure a seamless client experience

Skills / Requirements / Qualifications:

• Property & Casualty insurance license required or willingness to obtain within six months of employment
• High school diploma or GED required
• Strong customer service and interpersonal skills with a client‑first mindset
• Sales‑oriented approach with the ability to identify opportunities and recommend solutions
• Excellent communication skills, both written and verbal
• Proficiency with computer systems and ability to learn agency management software

Equal Opportunity Employer