Job Description

If you find satisfaction in following procedures to complete customer services requests, organizing and documenting information, reviewing data for accuracy, and creating responses to challenges, you will love this position! The Customer Service Specialist is an entry level position in our insurance agency that works with our members to help them write business in our insurance programs (if you happen to be an experienced insurance CSR, we want to talk to you too). We welcome the opportunity to invest in your training and development to help you grow with us. Plus, we have a cool Salesforce based technology platform to work in!

Benefits

• Awesome team of co-workers!
• Competitive salary (driven by experience & education)
• Hybrid work arrangement is an option after foundational training complete
• Lots of insurance benefits: Health, Life, Long Term Disability & Vision
• Generous retirement plan
• Plenty of paid time off
• Support for professional development
• Opportunity to grow in organization

Responsibilities

• Working within established procedures, help members underwrite, submit, service and write insurance policies for their clients.
• Review insurance applications for accuracy and input accurate information in our Salesforce based technology platform. Review correspondences for accuracy and ensure accounting transactions are correct.
• Build exceptional relationships based on fast, friendly, and accurate responses.
• Educate members on the insurance programs available and the systems they can utilize.

Requirements

• At least 1 year of professional office experience.
• Associates degree preferred.
• Experience in the insurance industry is a bonus.
• Ability to participate in insurance pre-licensing class and attain appropriate insurance license.
• Because ‘team’ is everything, attitude is everything. You must approach work with a positive can-do attitude, be interested in and able to learn and work well with others.