Insurance Support Specialist

Minnwest Bank; Tracy (MN); On-site; USD 25,000 - 29,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

401(k) with Employer Match

ESOP

Paid Holidays

Paid Vacation

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

EAP

Volunteer Time Off

Job summary

Minnwest Bank is seeking an Insurance Support Specialist to deliver excellent customer service at our Tracy or Slayton location. You will handle calls, appointments, and documentation with accuracy and confidentiality, while assisting customers with insurance needs and policy details.

The role requires strong communication, problem solving, and organizational skills, plus the ability to work with care in a team environment.

Qualifications

• High school diploma or equivalent.
• 1 - 2 years of customer service/sales experience.
• Good computer skills including Microsoft Office.
• Excellent communication skills both verbal and written.

Responsibilities

• Answer incoming calls within three rings and accurately direct callers to appropriate team member.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, billing clarification, change endorsements, and claim submissions.
• Call clients to set up appointments for insurance reviews and new client follow up calls.
• Greet walk-in clients and direct clients to appropriate team member.
• Responsible for maintaining and purging paper files within the guidelines of state requirement for retention of information.
• Responsible for daily activities (i.e., downloads, scanning items into AMS) and general maintenance of information in AMS.
• Provide documents to public accountants, state examiners, and Internal Revenue Service agents as requested. Follow all systems, procedures, and insurance company regulations.
• Responsible for general accounting functions, but not limited to accounts payable and receivable, daily deposits, reconciling monthly commission statements, posting, and issuing checks.

Skills

Customer service

Communication

Interpersonal skills

Problem solving

Time management

Organizational skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

About Minnwest:

Minnwest is a family owned, community bank based in Minnesota and South Dakota. We believe our success is measured by the extent in which we have a positive impact on the communities we serve. We are committed to building strong, vibrant communities through our core values:

• The customer is the first priority.
• We will keep all of the commitments we make.
• We are the people who get things done.
• We will work together as a team.

Reports to:

Director of Insurance Services

Location(s)

Tracy or Slayton, MN

Job Summary:

Minnwest is seeking an Insurance Support Specialist for our Tracy or Slayton location. This position is responsible for ensuring a great customer experience for our insurance customers. The Insurance Support Specialist needs to have excellent communication, interpersonal, and service skills, relating to customers with tact, efficiency, accuracy and confidentiality. This position must be able to identify customer’s needs and build and maintain relationships. The candidate should have good problem-solving skills, decision making skills, time management skills, and organizational ability. Sound mathematical ability and keyboard skills are also important. This person must have the ability to work in a variety of capacities and make sound decisions.

Duties And Responsibilities

• Answer incoming calls within three rings and accurately direct callers to appropriate team member.
• Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, billing clarification, change endorsements, and claim submissions.
• Call clients to set up appointments for insurance reviews and new client follow up calls.
• Greet walk-in clients and direct clients to appropriate team member.
• Responsible for maintaining and purging paper files within the guidelines of state requirement for retention of information.
• Responsible for daily activities (i.e., downloads, scanning items into AMS) and general maintenance of information in AMS.
• Provide documents to public accountants, state examiners, and Internal Revenue Service agents as requested. Follow all systems, procedures, and insurance company regulations.
• Responsible for general accounting functions, but not limited to accounts payable and receivable, daily deposits, reconciling monthly commission statements, posting, and issuing checks.

Minimum Requirements

• High school diploma or equivalent
• 1 - 2 years of customer service/sales experience
• Good computer skills including Microsoft Office
• Excellent communication skills both verbal and written

Preferred Qualifications

• Obtain Property and Casualty license within six months of hire
• 1 - 2 years of experience in an insurance agency setting
• Self-starter and able to work with minimum supervision

Pay Range:

$18.40 - $20.77/hour

The pay range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. The salary range represents anticipated base pay for this role. The actual pay offered will consider internal equity and may vary based on factors including but not limited to work location, candidate’s job-related knowledge, skills, and experience, among other factors.

Minnwest Benefits:

• Comprehensive Medical, Vision and Dental Insurance
• Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP)
• Paid Holidays and Competitive Paid Vacation Days
• Paid Parental Leave
• Short- and Long-Term Disability
• Life, Critical Illness, and Accidental Insurance
• Tuition Reimbursement and Career Development Opportunities
• Employee Assistance Program (EAP)
• Paid Time Off to volunteer in your community
• Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group

All Benefits Are Subject To Eligibility Requirements.

A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission of your offer of employment.

EEO: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.