Insurance Customer Service Representative

SCOPE

You are responsible for supporting insurance agents in the processing of new applications, renewals, endorsements, claims, & submitting customer payments. You are proficient with the agency management system & carrier websites. You are the branch location point of contact for customers needing assistance in person or via telephone, ensuring our clients receive an AMAZING client experience with our Insurance Agency!

ACCOUNTABILITIES

Customer Service - 90%

• You support the agents in a way that provides them the most opportunity to procure new business and retain existing business.
• You interact with customers to provide information in response to inquiries about products and services.
• You handle and resolve complaints in a timely manner.
• You process and follow up on new applications, policy changes, reinstatements and cancellations of insurance policies.
• You review insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, & changing policy record to conform to insured party’s specifications
• You enter customer information and policies accurately into the management program.
• You compose business correspondence as requested.
• You correspond with insured or agent to obtain information or inform them of account status changes.
• You interview clients & take phone calls to provide customer service & obtain information on claims.
• You organize & maintain policyholder files, including new, renewed & cancelled policies.
• You process, prepare & submit business forms, such as applications for coverage to insurance carriers.
• You review & verify data on insurance application & policies.
• You attend meetings, seminars & programs to learn about new products & services & keep applicable licenses current.
• You verify the accuracy from agent to insurance carriers on new & renewed policies & keep files up to date.
• You process & track claims with companies & ensure up-to-date information in the management program.

Other -10%

• You promote the AMAZING positive & energetic environment at Profinium by embracing our Purpose, Pledge, & Pursuits (P3's) & Core Values to guide your behavior.
• You serve as back-up for the bookkeeping function to include the Accounting Software system.
• You process daily incoming/outgoing mail.
• You must comply with all company policies and procedures, applicable laws & regulations.
• As part of the overall team and Agency employees, you may be requested to assist in the support of other agency activities.

COMPETENCIES

Customer Service – Interpersonal Skills - Communication – Technology Driven - Self-motivated – Teamwork – Detail-Oriented - Reliable

EDUCATION, EXPERIENCE & SKILLS

• You value client experience & are capable of committing to a team culture like no other!
• You take pride in providing a quality product & having fun along the way!
• You have a High School Diploma or General Education Degree (GED)
• It is preferred that you have 1-3 years of customer service experience OR
• You have equivalent combination of education & preferred experience
• You have a high numerical aptitude
• You have the ability to maintain confidential information
• You have the ability to work with multiple levels of management & agency staff.
• You have skills needed in a typical office environment, including computer skills & utilization of office equipment.

While performing the duties of this job, you are regularly required to move about inside the office to access file cabinets, office machinery, attend meetings, etc. You have the ability to operate a computer, carry, handle & feel objects; reach with hands & arms; communicate effectively & efficiently in person & over the phone. You must occasionally lift &/or move up to 25 pounds or more with assistance. You have the ability to travel to other locations as needed. Specific vision abilities required include close vision, distance vision, peripheral vision, depth perception & the ability to adjust focus.

The requirements listed above are representative of the knowledge, skills &/or abilities required for this position. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions of this job. This document is intended to describe the general content & performance requirements of this position. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements & does not imply a contract. Other duties may be assigned.

Profinium has the exclusive right to alter this job description at any time without notice.

Profinium, Inc. is an Affirmative Action/Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status or any other characteristic protected by law.

Profinium, Inc. (“Profinium”), may use third-party websites to post employment opportunities. Profinium is not involved in the actual transaction between employment applicants and any third-party website. Authentication on the Internet is difficult; therefore, Profinium cannot and will not confirm that third-party websites are safe and secure with personal information, such as a social security number. Accordingly, Profinium discourages candidates from sharing personally sensitive information with third-party websites. Because Profinium cannot be involved in user-to-user dealings or control the behavior of employment applicants on third-party websites, in the event that you have damages from sharing personally sensitive information with a third-party website, you release Profinium (and our agents and employees) from claims, demands, and damages of every kind and nature, known and unknown, suspected and unsuspected, disclosed and undisclosed, arising out of or in any way connected with such damages. Profinium is under no legal obligation to, and do not, control the information provided by applicants made available through third-party websites. Profinium expects that you will use caution and common sense when using third-party websites while applying for employment opportunities.