Insurance Support Specialist

Reports to:      Director of Insurance Services
Location(s):     Tracy or Slayton, MN 

Job Summary: Minnwest is seeking an Insurance Support Specialist for our Tracy or Slayton location. This position is responsible for ensuring a great customer experience for our insurance customers. The Insurance Support Specialist needs to have excellent communication, interpersonal, and service skills, relating to customers with tact, efficiency, accuracy and confidentiality. This position must be able to identify customer’s needs and build and maintain relationships. The candidate should have good problem-solving skills, decision making skills, time management skills, and organizational ability. Sound mathematical ability and keyboard skills are also important. This person must have the ability to work in a variety of capacities and make sound decisions.

Duties and Responsibilities:

• Answer incoming calls within three rings and accurately direct callers to appropriate team member.
• Provide prompt, accurate, and friendly customer service.  Service can include responding to inquiries regarding insurance availability, billing clarification, change endorsements, and claim submissions.
• Call clients to set up appointments for insurance reviews and new client follow up calls.
• Greet walk-in clients and direct clients to appropriate team member.
• Responsible for maintaining and purging paper files within the guidelines of state requirement for retention of information.    
• Responsible for daily activities (i.e., downloads, scanning items into AMS) and general maintenance of information in AMS.
• Provide documents to public accountants, state examiners, and Internal Revenue Service agents as requested.  Follow all systems, procedures, and insurance company regulations.
• Responsible for general accounting functions, but not limited to accounts payable and receivable, daily deposits, reconciling monthly commission statements, posting, and issuing checks.

Minimum Requirements: 

• High school diploma or equivalent
• 1 - 2 years of customer service/sales experience 
• Good computer skills including Microsoft Office
• Excellent communication skills both verbal and written
   

Preferred Qualifications:

• Obtain Property and Casualty license within six months of hire
• 1 - 2 years of experience in an insurance agency setting
• Self-starter and able to work with minimum supervision 

Pay Range: $20.77 - $23.36/hour

The pay range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. The salary range represents anticipated base pay for this role. The actual pay offered will consider internal equity and may vary based on factors including but not limited to work location, candidate’s job-related knowledge, skills, and experience, among other factors.

Minnwest Benefits: In addition to salary, Minnwest Bank offers a comprehensive benefits package, including incentive and recognition programs. Minnwest Bank is focused on taking care of our employees and their families, and supporting their health and financial well-being, including:

• Comprehensive Medical, Vision and Dental Insurance
• Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP)
• Paid Holidays and Competitive Paid Vacation Days
• Paid Parental Leave
• Short- and Long-Term Disability
• Life, Critical Illness, and Accidental Insurance
• Tuition Reimbursement and Career Development Opportunities
• Employee Assistance Program (EAP)
• Paid Time Off to volunteer in your community
• Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group

All benefits are subject to eligibility requirements.

A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission of your offer of employment.

EEO: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.