Insurance Services Specialist

Job Overview:

The Hoosier Hills Credit Union is seeking a highly skilled Customer Service Representative to join its team. As a Customer Service Representative, you will be responsible for delivering exceptional customer service to members and insureds by providing support, answering inquiries, handling policy changes, processing payments, assisting with insurance claims, and supporting the completion of new and renewal policy applications.

Main Responsibilities:

• Maintain and strengthen relationships with members by providing consistent, high-quality service.
• Process payments, maintain account records, and complete insurance applications accurately and efficiently.
• Maintain accurate records in agency management systems, communicate with insurance carriers, and process documents with agencies such as the BMV.
• Serve as the first point of contact for members, whether in-person or over the phone, and assist with mail handling.
• Provide valuable insurance solutions to members by understanding their needs and offering appropriate products and services.
• Communicate effectively with supervisors and team members, sharing important information and progress on tasks.

Required Skills and Qualifications:

• High school diploma or equivalent required.
• Property Casualty license in Indiana (or ability to obtain within 120 days of hire).
• 1-2 years of experience preferred in an insurance agency or customer service role.
• Experience with cash handling and clerical office tasks preferred.
• In-depth knowledge of personal lines insurance products and related banking products and services.
• Outstanding verbal and written communication skills.
• A professional demeanor and a can-do attitude.
• Ability to analyze data and make informed decisions in various situations.