What are the responsibilities and job description for the Insurance Customer Service Representative - Personal Lines position at Farmers National Bank of Canfield?
Job Details
Description
SUMMARY: This position will assist agency insurance representatives in gathering all necessary documents for new clients and enter information into agency management system. This role will also partner with insurance representatives to manage and maintain existing accounts including account servicing (change requests, renewals, etc.), marketing and account rounding. The IAM will set the standard for high levels of client satisfaction in meeting/exceeding their needs, and assist/lead other team members in providing the same high level of performance.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Description
SUMMARY: This position will assist agency insurance representatives in gathering all necessary documents for new clients and enter information into agency management system. This role will also partner with insurance representatives to manage and maintain existing accounts including account servicing (change requests, renewals, etc.), marketing and account rounding. The IAM will set the standard for high levels of client satisfaction in meeting/exceeding their needs, and assist/lead other team members in providing the same high level of performance.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
- Address customer needs by confirming appropriate coverage, processing change requests and billing and payment inquiries.
- Prepare applications for renewals reviewing for accuracy with correct entry into agency management system.
- Process insurance claims by gathering information from client, submitting to insurance company, and following through to the close of the claim with claims adjuster.
- Order Motor Vehicle Reports for prospective insured drivers.
- Assist Producer in the marketing of new business accounts; process applications; and submit to the insurance company for binding of coverage and completion of Certificates of Insurance.
- Provide clients with automobile identification cards.
- Compile information for marketing of prospects.
- Review expiration lists for confirmation all policies in current period are renewed.
- Scan and attach all documents to customer files in agency management system.
- Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
- Regular, predictable attendance is an essential requirement of this position
- High School or equivalent GED
- Must have Property and Casualty License
- Preferred minimum of one (1) Year experience working with insurance related.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran