What are the responsibilities and job description for the Customer Service Agent position at Cornerstone Bank NE?
JOB DUTIES
Conduct annual reviews with existing clients and offer additional products as needed. Process applications, changes and related forms. Prepare and present quotes. Accept and document customer payments. Maintain client files and record all transactions. Report claims and track resolutions. Prepare and oversee individual client’s insurance portfolios.
QUALIFICATIONS
Equivalent to a high school education minimum. One – two years post-secondary education in business or insurance experience preferred. Must hold a valid driver’s license. Must obtain insurance license and maintain continuing education hours meeting the State Insurance Department requirements if license is not currently held. Working knowledge of personal computers and the suite of Microsoft Office products. Must be accurate and detail oriented. Ability to interact effectively with customers, management and co-workers. Ability to work in a team atmosphere and independently. Will provide unmatched customer service and exhibit the core values of Cornerstone Bank.
WE OFFER:
- Vacation and Paid Time off Days
- Paid Holidays
- Retirement plan contribution
- Life Insurance and Long Term Disability Insurance
- Health, Dental & Vision Insurance
- Career growth potential
- Bonus programs
- Family atmosphere
Cornerstone Bank is an Equal Opportunity Employer/Veterans/Disabled.