Benefits Customer Service Representative
Indexed description
Responsibilities include, but are not limited to:
- Renew and/or market expiring policies by gathering updated customer information and processing with underwriters/systems for policy issue.
- Meets customers’ daily requests including policy changes, certificates of insurance, provides answers to customer questions.
- Monitors policy expiration list to be certain that expiring policies are renewed.
- Monitors accounts receivable balances on assigned accounts.
- Provides administrative support to producers including preparing insurance applications.
- Cross-sell insurance and bank services in a professional manner.
- Complete required training associated with job function.
- Performs other duties as required.
- High school diploma or GED.
- Some college preferred but not required.
- Prior insurance experience is preferred.
- Prior experience with Excel, Word and related software is required.
- Ability to gain thorough knowledge of insurance products and coverages.
- Must have the ability to gain and maintain an Insurance Producers license and a valid Illinois Driver’s license for this role. First Mid will facilitate training and testing for additional licensure as needed.
- High level of organizational and communication skills including the ability to handle multiple simultaneous tasks and establish priorities.
- Ability to empathize with customers and to respond appropriately.
- May be required to work earlier or later than the normal workday and may be required to work outside of the office to facilitate extended hours or customer visits.
- Competitive health, dental & vision coverage with HSA match
- 401(k) with employer match + Employee Stock Purchase Plan
- Generous PTO, paid holidays & parental leave
- Tuition reimbursement & performance-based bonuses
- Visit our Total Rewards page to see our full list of benefits
THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
LP123
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search