Job Description
Job Description
Position : Insurance Customer Service Rep
Location : Watertown
POSITION SUMMARY : This position plays a vital role in supporting our insurance agents in providing excellent customer service to our clients.
You will be responsible for a range of duties including repricing policies, portfolio maintenance, cross-selling, and handling various clerical tasks.
ACCOUNTABILITIES AND RESPONSIBILITIES :
Service existing customers and client’s claims in an efficient manner. Act as liaison between client and insurance company.
Ensure all business is conducted in a manner compatible with the bank’s mission statement.
- Assist insurance agents in reviewing and repricing existing policies to ensure competitiveness and maximize client satisfaction.
- Manage policy updates, renewals, and amendments accurately and efficiently in our database systems.
- Identify opportunities to cross-sell additional insurance products or services to existing clients based on their needs and preferences.
- Provide prompt and courteous assistance to clients via phone, email, or in-person regarding inquiries, policy changes, claims processing, and other service-related matters.
- Maintain accurate records of client interactions, transactions, and policy information in compliance with regulatory standards.
- Assist insurance agents with various administrative tasks such as preparing documents, processing paperwork, and organizing client files.
- Ensure all customer interactions and transactions adhere to company policies, procedures, and regulatory requirements.
- Other duties as assigned.
EDUCATION & EXPERIENCE :
- Requires a minimum of high school diploma or equivalent. A two or four year degree in business management or accounting preferred.
- Two years of insurance business or related experience is preferred.
OTHER SKILLS & ABILITIES :
- Ability to communicate well with customers and employees, both verbal and written.
- Profession demeanor and appearance.
- Maintain the integrity of highly confidential customer and bank financial information.
- Willingness to assume responsibility.
- Must ensure the security of all electronic data defined confidential by Reliabank.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Reliabank is an equal opportunity employer. Member FDIC.
Reliabank Dakota is an equal opportunity employer, including disability / vets.
To apply visit : Reliabank Careers
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