What are the responsibilities and job description for the Customer Service Agent position at Bank Forward?
Insure Forward, a division of Bank Forward. Working for a widely respected company with a rich tradition, in an atmosphere of enthusiasm, positivity, with a culture grounded in teamwork focused on the future is what can be expected at Bank Forward…It’s Simply the Forward Way!
Benefits: Health (Traditional and HD plan options), Dental, Vision, Medial & Dependent Care FSA, HSA, 401k, Employee Stock Ownership, Company paid Life and Long-term disability insurance, Voluntary paid benefits, Paid Time Off, Holidays. Extended Medical Absence Leave.
Work Hours: Full-time; Monday through Friday, 8-5pm.
Key Responsibilities:
- Manage new and renewal insurance policies, ensuring accuracy, completeness, and timely processing
- Serve as a primary point of contact for clients, responding to inquiries, policy changes, and service requests with professionalism and urgency
- Review client accounts proactively to identify coverage gaps and recommend appropriate solutions
- Prepare quotes and remarket policies to provide competitive options that meet client needs
- Support sales efforts by identifying cross-sell and upsell opportunities within existing accounts
- Process policy transactions including renewals, endorsements, changes, claims, and premium payments
- Review carrier downloads for accuracy and handle invoicing for all applicable transactions
- Maintain and update carrier-specific rate and forms manuals when not available through online systems
- Build and maintain strong client relationships to support retention and long-term satisfaction
- Organize and maintain accurate, confidential client files in compliance with company policies and industry regulations
- Collaborate with team members and carriers to resolve issues and ensure a seamless client experience
Skills / Requirements / Qualifications:
- Property & Casualty insurance license required or willingness to obtain within six months of employment
- High school diploma or GED required
- Strong customer service and interpersonal skills with a client-first mindset
- Sales-oriented approach with the ability to identify opportunities and recommend solutions
- Excellent communication skills, both written and verbal
- Proficiency with computer systems and ability to learn agency management software
Equal Opportunity Employer
#hc247206