What are the responsibilities and job description for the Insurance Commercial Lines CSR position at Bank Midwest?
Bank Midwest is seeking a full-time Insurance Commercial Lines Customer Service Rep. This position works closely with all producers and customers to provide excellent customer service.
Duties:
- Work closely with agent to produce new accounts and retention of existing commercial accounts.
- Provide prompt, efficient, high quality service to designated accounts in support of producer and agency activities.
- Work with companies to market commercial account renewals.
- Gather policy information as needed for renewals, changes, and quotations.
- Maintain strong business relationships with external vendors, including underwriting, claims, and accounting staff of the insurance carriers represented by Bank Midwest Insurance Services.
- Working knowledge of the agency's core systems; EPIC and insurance carrier sites.
- Respond to customer needs by handling calls, customer contact and documentation within management system, along with producing binders, certificates, and/or related items; verify accuracy.
Requirements:
- Licensing in Property/Casualty and Life/Health a plus; however, we will assist in training to secure proper licensing.
- PC skills.
- Strong verbal/written communication skills, accuracy and attention to detail.
- Strong customer service focus and enjoy working in a team environment.
- Work experience in professional office setting is preferred.
Bank Midwest offers competitive compensation and benefits package, including Health, Dental, Vision, 401k Retirement, and Employee Stock Ownership Plan.
Equal Opportunity Employer
Veterans, Women, and Minorities encouraged to apply
