Insurance Customer Service Representative – (MEO-592T) ***on-site

POSITION SUMMARY

This position is responsible for providing excellent customer service to customers and prospects. Develop a good understanding of the products OIG offers. Identify cross-selling opportunities when talking to customers. Process insurance documentation to ensure all documents are complete and accurate.

KEY ORGANIZATIONAL RELATIONSHIPS

• Reports to Insurance Group Manager
• Works closely with Insurance group team and customers.

DUTIES AND RESPONSIBILITIES

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Provide excellent customer service for clients and prospects.
• Process and review insurance documentation to ensure all documents are complete and accurate.
• Communicate with our contracted insurance companies to investigate and effectively solve everyday issues.
• Work as a liaison between team members to ensure the proper flow of requests and documents.
• Make insurance changes as requested by customer or agent.
• Develop an understanding of the quoting process and become efficient in quoting insurance products.
• Process payments for customers.
• Gain in-depth and thorough understanding of crop insurance and other insurances.
• Identify cross-selling opportunities when talking to customers.
• File and maintain customer insurance files. The information is personal and confidential.
• Personal information of customers and clients to be treated as confidential and not shared.
• Professionally assist the team with preparation and finalization of documents.
• Develop a thorough understanding of the products OIG offers.
• Continually update job knowledge and learn about new products and services.
• Serve as a back-up for other jobs as necessary.
• Performs other duties as assigned.

SKILLS AND ABILITIES

To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities

• Excellent client relationship skills, friendly attitude, communication and interpersonal skills
• Detail-oriented. Must be organized, accurate, thorough, and able to monitor work for quality.
• Basic working knowledge of insurance.
• Must be organized, accurate, thorough, and able to monitor work for quality.
• Must be able to prioritize and plan work activities as to use time efficiently.
• Must be dependable, able to follow instructions, respond to management direction.
• Ability to obtain Property and Casualty Insurance License.

EDUCATION AND EXPERIENCE

• Associate’s Degree; 2-4 years’ experience and/or training; or equivalent combination of education and experience.
• Basic computer knowledge and ability to navigate company websites.
• Familiarity with client data management systems.
• Ability to obtain Property and Casualty Insurance License.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the essential duties of this position, the employee is regularly required to stand, sit, walk, use hands and fingers to handle or feel and talk and hear. The employee is occasionally required to climb or balance, and stoop. The employee must frequently lift and/or move up to 10 pounds and rarely lift and/or move up to 25 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers.

The preceding position description has been designed to indicate the general nature and level of work performed by employees within this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this position.

*** The above job descriptions and listed requirements can often change based on current Employer need and new projects. Your assigned job counselor will provide you with the most up-to-date job information.

If you are a new applicant and not our current client, please fill out an application to start the process: Application