Position Summary:
Assist insurance customers by answering to phone and walk in business and processing any claim, payments, quotes, or requotes for new or existing business.
Principal Duties and Responsibilities:
• Answer and respond to inbound customer calls.
• Answer and respond to walk in customers.
• Retain policyholders who inquire about canceling through open listening, negotiation, and policy review.
• Process customer payments and make alternate payment arrangements as needed.
• Process changes to customer policies
• Respond to customer inquiries or problems and explain processing procedures.
• Process claims for customer insurance policies.
• Research and resolve customer complaints to ensure customer retention and satisfaction.
• Identify opportunities to cross sell or refer bank products and services.
• Quote or requote insurance policies for new or existing business.
• Prepares and/or assists with commercial proposals.
• Interface directly with insurance companies on all personal lines, new business, existing business, correspondence to underwriter and receiving office, and endorsement requests.
• Responsible for adhering to all applicable laws and regulations including the Bank Secrecy Act.
• Achieve annual referral expectations for the Bank.
• All other duties as assigned.
Education and Experience Requirements:
• High School Diploma required
• Valid Group Health Insurance License required, Property and Casualty Insurance License preferred.
• 0 to 2 years of insurance customer service or sales preferred.
Skills and Abilities:
• Excellent communication skills. A CSR requires strong listening skills to interpret customer needs and then communicate back in verbal and written format.
• Strong multitasking skills to coordinate and perform daily activities without compromising accuracy.
• Strong organizational skills to manage daily calls, claims and insurance computer processing.
• Intermediate computer skills utilizing spreadsheet, word processing, and insurance software preferred. (Use of Microsoft products is a plus).
• Strong problem solving and troubleshooting ability.
• Basic to intermediate math skills.
Physical Requirements:
• Computer use up to 8 hours a day
• Lifting of weights up to 20lbs
Mail resume to:
HomeStar Bank & Financial Services
Attn: Human Resources Officer
3 Diversatech Drive
Manteno, IL 60950