Customer Service Agent

Hatoway Insurance Partners; Lawrenceburg (IN); On-site; USD 40,000 - 64,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Paid time off

Training & development

Dental insurance

Health insurance

Opportunity for advancement

Vision insurance

Job summary

Hatoway Insurance Partners, Inc. is seeking a Customer Service Agent in Indiana to assist Producers and Account Managers with client requests and file organization.

The role focuses on handling service requests, policy changes, payments, and appointment setting while maintaining accurate client records and delivering high-quality service to clients.

Qualifications

• Bachelor's degree preferred.
• Valid driver’s license and reliable transportation.
• People-oriented, customer-focused, and professionally assertive in servicing existing clients.
• Excellent time management and organizational skills.
• Strong written and verbal communication.
• Tech-savvy with agency management systems.

Responsibilities

• Actively manage service requests and follow-up for client accounts.
• Assist Producer/Account Manager in client file management; add notes, file paperwork, and manage follow-ups.
• Answer phone calls and emails to process policy changes, cancellations or other needed service.
• Gather information and set up potential appointments for new sales.
• Take and manage client payments through the deposit process.
• Facilitate claims requests and follow up to ensure client happiness.
• Ensure Agency Management System files are up to date with activities and documents.
• Collaborate with staff to ensure clients receive high-level care.
• Provide information to the group on issues or coverages during staff meetings.

Skills

People-oriented

Customer-focused

Strong communication

Time management

Team collaboration

Technology proficiency

Education

Bachelor's Degree Preferred

Tools

Agency management systems

Job description

The Customer Service Agent at Hatoway Insurance Partners, Inc. is responsible for assisting Producers and Account Managers in helping fulfill client requests and the organization of client files.

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Paid time off
• Training & development
• Dental insurance
• Health insurance
• Opportunity for advancement
• Vision insurance

Benefits/Perks:

• Competitive Pay (Salary)
• Professional Development
• Job Stability in a growing industry
• 401K Matching
• Short-Term/Long-Term Disability
• Health Insurance
• Dental/Vision Plan
• Bonuses

Responsibilities:

• Actively manage service requests and conduct follow-up as needed for client accounts.
• Assist Producer/Account Manager in client file management in Partner. Adding Notes, filing paperwork, and managing follow-ups for new and existing clients.
• Answer phone calls and emails to process any policy change requests, cancellations or other needed service.
• Gather information and set up potential appointments for new sales.
• Take and manage client payments through the deposit process.
• Facilitate claims requests as needed and proactively follow up to ensure client happiness.
• Ensure that Agency Management System files are up to date and accurate with all activities and documents.
• Collaborate with other employees to ensure the clients are receiving the highest level of care.
• Provide important information to the group on issues or coverages during staff meeting times.

Qualifications:

• Bachelor's Degree Preferred.
• Possess a valid driver’s license and a source of reliable transportation.
• Be people-oriented, customer-focused, and professionally assertive in servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision
• Strong communication skills both written and verbal.
• Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.

Requirements:

• Must attain an Indiana Property and Casualty Insurance License. Employer will set up and pay for instruction and the first attempt to pass the test for certification.