Insurance Support Specialist: Customer Care & Admin

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

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.