Licensed Insurance CSR – Agricultural Accounts

Bank Forward; Carrington (ND); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental

Vision

401k

Paid Time Off

Holidays

Extended Medical Absence Leave

Employee Stock Ownership

Job summary

Insure Forward is seeking a detail‑oriented insurance support professional in North Dakota to join our team. This full‑time role handles client inquiries, policy processing, renewals and invoicing while maintaining confidential records and compliance with industry regulations.

You will greet clients, distribute mail, manage documentation, run MVRs, and assist with policy endorsements. A business degree or equivalent experience is required, with CPIA certification pursued within six months of

Qualifications

• Promptly greets and directs clients and responds to customer requests/ inquiries.
• Distributes incoming mail and faxes.
• Establishes and maintains confidential files and records.
• Prepares letters, memos and reports and processes paperwork related to agency activities.
• Accurately performs data entry, runs MVR's and develops policies for mailing.
• Assists with policy and endorsement processing.
• Maintains new and renewal business.
• Identifies customer needs and provides products and services to meet needs.
• Fields customer requests involving insurance policies.
• Maintains company specific rates and forms manual for carriers that do not support that information online.
• Reviews all downloaded activity from carriers for accuracy and handles invoicing for transactions.
• Ensures accuracy of all company produced documents and secures corrections on incorrect items.
• Efficiently processes renewals, endorsements, change requests, claims, and deposit premiums.
• Complies with applicable banking and insurance laws and regulations.
• Must be licensed in Property/Casualty, Multiperil, and or Life/Health insurance within six months of hire date. Must obtain and maintain CPIA certification.
• Position requires a degree in business or the equivalent in prior insurance work experience.

Responsibilities

• Promptly greet clients and respond to inquiries with professional courtesy.
• Process mail, faxes and filing with strict confidentiality.
• Prepare and proof documents for agency activities and mailing.
• Manage data entry, MVRs and policy endorsements.
• Handle renewals, changes, claims and deposits accurately.

Skills

Customer service

Attention to detail

Data entry

Document handling

Telephone inquiries

Education

Business degree or equivalent

Tools

Policy management software

Invoicing software

MVR checks

Job description

Insure Forward is seeking a detail‑oriented insurance support professional in North Dakota to join our team. This full‑time role handles client inquiries, policy processing, renewals and invoicing while maintaining confidential records and compliance with industry regulations.

You will greet clients, distribute mail, manage documentation, run MVRs, and assist with policy endorsements. A business degree or equivalent experience is required, with CPIA certification pursued within six months of