What are the responsibilities and job description for the Customer Service Representative Agency- Larchwood, IA position at Sioux Valley Insurance LLC, dba Gerber Insurance Agency?
Do you want to be a part of a GREAT team?
This is the employer for you!
Sioux Valley Insurance Services LLC, dba Gerber Insurance Agency is looking for a Full-Time Customer Service Representative to join our team at our Larchwood, IA location. The successful candidate will play a fundamental role in achieving customer satisfaction while enjoying opportunities for growth within our company. Attention to detail with the ability to handle a high volume of transactions is important. Some of the essential functions and responsibilities for this position include, but are not limited to, the following:
Job Overview
The Customer Service Representative (CSR) is the welcoming face and voice of our local insurance agency. This role is perfect for a friendly, detail-oriented individual who enjoys interacting with people and keeping our office operations running smoothly. You will handle client greetings, make routine outbound follow-up calls, process daily transactions into our agency management software, and maintain an organized workspace to ensure our clients receive prompt, dependable service.
Key Responsibilities
Client Relations & Communication
- Greet all walk-in clients with a warm, professional attitude and direct them to the appropriate agent.
- Answer incoming phone calls, answer basic policy questions, and take detailed messages.
- Make outbound phone calls to remind clients of upcoming or past-due payments.
- Assist licensed agents with obtaining signatures and necessary underwriting paperwork from clients. This may involve phone calls, emails and/or letters to clients.
Transaction Processing & Data Entry
- Process daily insurance transactions, including policy renewals, customer changes, and cancellations.
- Input client data accurately into the agency management system and update digital files.
- Accept client premium payments, issue receipts, and record the transactions in the system.
- Help clients obtain basic documentation, such as printing auto insurance ID cards or proof of coverage certificates.
Office Organization & Administration
- Keep the reception area, desks, and client seating areas neat, clean, and organized.
- Scan, sort, and distribute physical mail and digital faxes to the proper agency staff.
- Maintain physical and digital filing systems so client records are secure and easy to find.
- Monitor office supply inventory levels and order replacements as needed.
Qualifications & Skills
- Experience: 1–2 years of administrative, retail, banking, or customer service experience preferred. Insurance experience is a plus but not required (we will train the right person).
- Communication: Exceptional verbal and written communication skills with a focus on friendly, small-town hospitality.
- Technical Skills: Basic computer proficiency and familiarity with Microsoft Office (Word, Excel & Outlook).
- Attention to Detail: High accuracy in data entry and strong organizational skills to handle sensitive financial and client information.
- Licensing (Optional): A property and casualty (P&C) insurance license is not required to start, but a willingness to obtain one in the future is a plus.
Education:
- High school or equivalent (required), Degree preferred
Sioux Valley Insurance LLC currently has four locations with two located in Larchwood and Inwood IA, Hills in MN. We are proud to be a locally owned, and are highly committed to the area and people we serve.
Submitting an employment application does not guarantee an interview. Applicants are evaluated based on work history, job skills, credit report, background check and other job-related factors. All compensation and benefit programs are administered in compliance with state and federal law.
Sioux Valley Insurance LLC dba Gerber Insurance Agency is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, gender identity, sexual preference or orientation), national origin, age, disability, and marital or veteran status.
APPLICANTS FOR EMPLOYMENT WITH SIOUX VALLEY INSRUANCE LLC, MUST PASS A PRE-EMPLOYMENT CRIMINAL/CREDIT BACKGROUND INVESTIGATION. ANY OFFER OF EMPLOYMENT IS CONTINGENT UPON SUCCESSFULLY PASSING THE COMPANY PRE-EMPLOYMENT SCREENING.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person