Customer Service Representative

Jobtailor; Chariton (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

Midwest Heritage Insurance Services is seeking a customer service-focused professional to support clients, producers, and account managers. You'll learn agency processes, assist with policy changes, billing inquiries, and quotes, while maintaining precise client records and collaborating with carriers.

Requirements include a high school diploma and insurance licensing or willingness to obtain it. Strong communication, organization, and teamwork are essential for success in this role.

Qualifications

• High School diploma or equivalent required.
• Prior customer service experience preferred.
• Property & Casualty insurance experience is helpful but not required.
• Must hold required insurance licensing or be willing to obtain licensing within an established timeframe.
• Strong verbal and written communication skills.
• Willingness to learn insurance products, coverages, carrier guidelines, and agency procedures.
• Ability to follow established workflows, processes, and service standards.
• Strong organizational skills, attention to detail, and follow-up abilities.
• Ability to work effectively as part of a team environment.
• Basic problem-solving and time management skills.
• Ability to maintain confidentiality and handle sensitive information appropriately.

Responsibilities

• Provide first-class customer service to Midwest Heritage Insurance Services customers and internal staff by phone, email, and in person.
• Learn and apply agency systems, carrier platforms, workflows, and internal processes.
• Handle routine inbound customer service requests.
• Provide administrative and sales support to Producers and Account Managers for new and renewal business.
• Assist with policy changes, billing inquiries, claims support, and cancellations.
• Support quoting activities for new, renewal, and rewrite business.
• Follow agency workflows and documentation standards for timely and accurate processing.
• Maintain accurate client records and document customer interactions in agency management systems.
• Communicate with clients, team members, and carriers.
• Keep Producers, Account Managers, and leadership informed of client service activities and concerns.
• Prepare underwriting follow-up letters, renewal notices, and client communications.
• Assist with basic quoting for standard personal lines policies under supervision or established guidelines.
• Identify referral opportunities for banking, investment, and additional insurance products.
• Support personal lines, commercial lines, and/or farm insurance customers.
• Participate in agency and carrier meetings and training sessions.
• Maintain licensing and continuing education requirements, or work toward obtaining licensing.
• Perform other job-related duties and special projects as assigned.

Skills

Data Entry Skills

Basic Quoting

Policy Changes

Claims Support

Billing Inquiries

Customer Service Experience

Microsoft Office Proficiency

Education

High School Diploma

Insurance Licensing

Tools

Agency Management Systems

Carrier Platforms

Job description

• Provide first-class customer service to Midwest Heritage Insurance Services customers and internal staff by phone, email, and in person
• Learn and apply agency systems, carrier platforms, workflows, and internal processes
• Handle routine inbound customer service requests
• Provide administrative and sales support to Producers and Account Managers for new and renewal business
• Assist with policy changes, billing inquiries, claims support, and cancellations
• Support quoting activities for new, renewal, and rewrite business
• Follow agency workflows and documentation standards for timely and accurate processing
• Maintain accurate client records and document customer interactions in agency management systems
• Communicate with clients, team members, and carriers
• Keep Producers, Account Managers, and leadership informed of client service activities and concerns
• Prepare underwriting follow-up letters, renewal notices, and client communications
• Assist with basic quoting for standard personal lines policies under supervision or established guidelines
• Identify referral opportunities for banking, investment, and additional insurance products
• Support personal lines, commercial lines, and/or farm insurance customers
• Participate in agency and carrier meetings and training sessions
• Maintain licensing and continuing education requirements, or work toward obtaining licensing
• Perform other job-related duties and special projects as assigned

Requirements

• High School diploma or equivalent required
• Previous customer service experience preferred
• Prior Property & Casualty insurance experience is helpful but not required
• Must hold required insurance licensing or be willing to obtain licensing within an established timeframe
• Strong verbal and written communication skills
• Willingness to learn insurance products, coverages, carrier guidelines, and agency procedures
• Ability to follow established workflows, processes, and service standards
• Strong organizational skills, attention to detail, and follow-up abilities
• Ability to work effectively as part of a team environment
• Basic problem-solving and time management skills
• Ability to maintain confidentiality and handle sensitive information appropriately
• Proficiency with Microsoft Office products and basic data entry skills
• Ability to learn and navigate agency management systems and carrier websites
• Ability to sit for long periods of time
• Ability to perform talking, hearing, and repetitive motions
• Dependable attendance and ability to report to work as scheduled

Core Competencies

Demonstrates strong customer service skills while effectively managing client interactions and administrative tasks. Proficient in agency systems and workflows, with a commitment to maintaining accurate records and supporting team objectives.

Highest-signal resume keywords

• Customer Service Experience
• Insurance Licensing
• Microsoft Office Proficiency
• Organizational Skills
• Attention to Detail

ATS Optimization Keywords

Hard Skills

• Data Entry Skills
• Basic Quoting
• Policy Changes
• Claims Support
• Billing Inquiries

Soft Skills

• Verbal Communication
• Written Communication
• Team Collaboration
• Problem-Solving
• Time Management

Certifications & Qualifications

• High School Diploma
• Insurance Licensing

Industry Keywords

• Property & Casualty Insurance
• Personal Lines
• Commercial Lines
• Client Records
• Agency Procedures

Tools & Technologies

• Agency Management Systems
• Carrier Platforms