Insurance Customer Service Representative

First State Insurance; Worthington (MN); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Vacation pay

Sick leave

401k with match

Life insurance

Disability insurance

Job summary

First State Insurance is seeking a professional Insurance Customer Service Representative in Worthington, MN. This full-time CSR role focuses on delivering exceptional service to clients and policyholders while handling payments, calls, and office tasks in a busy setting.

Candidates should have a high school diploma or GED, strong English communication, and basic computer/typing skills. A bilingual edge is a plus, with room for advancement within the agency.

Qualifications

• High school diploma or GED required.
• Excellent English communication and listening skills.
• Basic computer and typing skills.
• Energetic, friendly, and outgoing team player.
• Ability to multitask in a busy office.

Responsibilities

• Answer incoming calls and direct inquiries.
• Assist customers with bill payments by cash, check, or card.
• Process client information accurately and maintain records.
• Learn company software to communicate effectively.
• Perform monthly transactions and reports.
• Support agency marketing efforts and team tasks.
• Keep logs of customer conversations.

Skills

Active listening

Communication

Interpersonal skills

Team player

Typing skills

Education

High school diploma or GED

Job description

Insurance Customer Service Representative

Our dynamic team seeks a professional, enthusiastic and goal-oriented individual to provide exceptional customer service to our clients and policyholders. This CSR position will be full-time with room for advancement. Must have excellent communication, computer and customer service skills. Duties include assisting customers, taking payments, answering the phone, office tasks, assisting with claims, providing support to other co-workers, being able to multi-task and handle a busy office setting.

Location

Worthington, MN

Insurance Customer Service Representative Duties & Responsibilities

• Answer incoming call, directing traffic and general inquiries
• Accurately helping customers pay bills (Cash, Checks & Credit Cards)
• Demonstrate accuracy in processing client information based on the data given
• Learn the software systems used by the companies to be able to communicate effectively
• Perform monthly transactions and reports
• Assist with agency marketing
• Keep accurate log of customer conversations

Duties & Responsibilities once Licensed:

• Verify new customers coverage and present policyholders with proof of insurance paperwork
• Be able to process orders, forms, applications, or requests
• Learn to identify customer needs or desires in order to recommend the appropriate product or service
• Quote products for new and existing customers
• Review quotes, sell new policies and review current policies with customers
• Keep track of all customer inquiries and follow up to verify that all questions are answered regarding customer policies
• Stay up-to-date on new marketing efforts to answer insurance product inquiries utilizing all the resources available
• Handle complaints, present appropriate solutions, and alternatives within the timeframes set, and follow up to ensure that the issue has been resolved

Insurance Customer Service Representative Qualifications:

• High school diploma or GED equivalent needed
• Excellent active listening, interpersonal, and communication skills in English (Bi-lingual a plus)
• Basic computer & typing skills
• Energetic, Friendly and Outgoing
• Works well in a team environment

Insurance Customer Service Representative Compensation & Benefits

• Competitive Wage
• Vacation, Sick time & Holiday pay
• Full Time (40hr/week) 8am to 5pm, M-F
• 401k with Match
• Long term disability and life insurance (after 30 days)