Customer Service Agent I

Church Mutual Insurance Company, S.I.; Merrill (WI); On-site; USD 42,000 - 54,000; Full time

Job summary

Church Mutual Insurance Company, S.I. is seeking a customer service-oriented professional to handle telephone and email inquiries, provide guidance on insurance coverages, and process transactions to generate accurate documents.

The role emphasizes maintaining documentation, handling quotes, and supporting a defined geographic region. Ideal candidates have strong communication skills, a license in property and casualty insurance, and the ability to work independently or in a team.

Qualifications

• Property and casualty insurance license required and relevant licenses must be renewed and maintained in accordance with Church Mutual and applicable state requirements.
• High school diploma or equivalent required.
• Two years of customer service, industry, or equivalent work experience preferred. A two- or four-year degree may waive all or a portion of the work requirement.
• Post-secondary education or participation in recognized insurance education courses is desirable.
• Experience documenting during telephone conversations strongly recommended.
• Ability to work a pre-established work schedule and provide after-hours support for customer requests based on customer demand and/or employer's request.
• Ability to work independently, as part of a team, with the ability to communicate internally across a variety of channels.
• Strong verbal and written communication skills.
• Excellent multitasking and prioritization skills.
• Ability to learn and utilize technology and software from a variety of sources, including, but not limited to, various Microsoft products desirable.
• Comfortable analyzing exposures to recognise areas of concern and offer appropriate solutions.
• Positive, professional, and customer orientated attitude.

Responsibilities

• Provide timely solutions to customers primarily through telephone and email inquiries while optimizing the customer experience.
• Provide comprehensive direction regarding insurance coverages and options, information as requested, and resolution for concerns.
• Documentation of all inquiries and actions taken is required.
• Process transactions, complete required forms, and produce insurance documents.
• Determine eligibility for additional coverages and policies, including quoting and selling.
• Maintain assigned tasks on a daily basis.
• Support Church Mutual customers across a specific geographic region.
• Support the direct religious Church Mutual product line and Center of Excellence.

Skills

Verbal communication

Written communication

Customer service

Teamwork

Multitasking

Attention to detail

Education

High school diploma

Post-secondary education

Tools

Microsoft Office

Job description

What You'll Be Doing

As part of a team, provide timely solutions to customers primarily through telephone and email inquiries while optimizing the customer experience. Provide comprehensive direction regarding insurance coverages and options, information as requested, and resolution for concerns.

What You'll Be Doing

As part of a team, provide timely solutions to customers primarily through telephone and email inquiries while optimizing the customer experience. Provide comprehensive direction regarding insurance coverages and options, information as requested, and resolution for concerns. Documentation of all inquiries and actions taken is required. Process transactions, complete required forms, and produce insurance documents. Determine eligibility for additional coverages and policies, including quoting and selling.

On Any Given Day, You'll

• Provide comprehensive direction and solutions to external and internal customers through written and verbal communication.
• Promptly provide information in response to inquiries to handle and resolve concerns.
• Create system documentation of all verbal/written interactions with a customer, including any actions that were taken.
• Gather and enter system data to process transactions and produce contractually correct insurance documents. Document all decisions and communications associated with the process.
• Analyze, evaluate, and make decisions on eligibility of new business and quote endorsements, recognizing exposures and coverage alternatives. Offer risk management suggestions and adequately price insurance coverages. Complete required forms as necessary, including applications, surveys, and legal documents. This includes quoting additional coverages and policies.
• Maintain assigned tasks on a daily basis.
• Support Church Mutual customers across a specific geographic region.
• Support the direct religious Church Mutual product line and Center of Excellence.
• Work collaboratively in a team environment to achieve corporate and team goals to enhance the customer experience. Assist others in work processes to accomplish team workload expectations.
• Extensive interaction with all Church Mutual customers, team members, sales force, and others related to Church Mutual operations.
• Remain current on company systems, forms, and procedures. Continue to develop knowledge of the property and casualty industry, religions, religious organizations, camps, schools, nonprofits, and operations specific to Church Mutual's business niche.
• Maintain confidentiality of the organization's customers and data.
• Participate in individual and team training and meetings.
• Suggest improvements and periodically participate in contact center initiatives to improve effectiveness.

Here's What We Expect

We encourage bilingual candidates to apply, particularly those fluent in both English and Spanish.

• Property and casualty insurance license required and relevant licenses must be renewed and maintained in accordance with Church Mutual and applicable state requirements.
• High school diploma or equivalent required.
• Two years of customer service, industry, or equivalent work experience preferred. A two- or four-year degree may waive all or a portion of the work requirement.
• Post-secondary education or participation in recognized insurance education courses is desirable.
• Experience documenting during telephone conversations strongly recommended.
• Ability to work a pre-established work schedule and provide after-hours support for customer requests based on customer demand and/or employer's request.
• Ability to work independently, as part of a team, with the ability to communicate internally across a variety of channels.
• Strong verbal and written communication skills.
• Excellent multitasking and prioritization skills.
• Ability to learn and utilize technology and software from a variety of sources, including, but not limited to, various Microsoft products desirable.
• Comfortable analyzing exposures to recognise areas of concern and offer appropriate solutions.
• Positive, professional, and customer orientated attitude.

Church Mutual is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Exact compensation will vary based on consideration of a variety of factors including education, skills, experience, and location.