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Insurance Account Assistant

MidCountry Bank
Hutchinson, MN Full Time
POSTED ON 3/7/2025
AVAILABLE BEFORE 6/7/2025

Job Description

Job Description

JOB SUMMARY

The primary purpose of this position is to handle the day-to-day customer service activities associated with handling MidCountry Insurance Personal and Commercial Lines customers.

JOB RESPONSIBILITIES

1. Assist in Personal Lines Accounts Retention

  • Assist producers with administrative duties and special projects.
  • Work to ensure the agency is proactive regarding retaining accounts, this will include : managing the carrier billing process, sending reminder communications for late payments, and providing carrier underwriters with required policy information.

2. Daily Customer Service

  • Answer in-bound phone calls and respond to emails.
  • Greet walk-in customers.
  • Maintain a courteous and effective relationship with clients, co-workers, carriers and other business contacts.
  • Continuously look for better ways to service our customers and improve our internal and external processes.
  • Assist producers with gathering information for quotes and input details into the agency management system.
  • Answer customer, insurance agents, and insurance carrier questions. If necessary, complete the research and respond accordingly or hand it off to the appropriate team member to resolve the concern.
  • Process changes to insured's policies upon request, assist in solving underwriting memos.
  • Assist clients with reporting claims.
  • Open, process, and distribute mail.

    • 3. Department Support

  • Provide other department support including working with managers to assist in license renewals, carrier appointments, onboard new team members, and all-team meeting preparations.
  • Monitor and order supplies
  • Other duties as assigned

    • 4. Monitor Policy Changes for Personal and Commercial Line

  • Compare policy changes to what was requested to ensure change was processed correctly.
  • Update agency management system and customer and / or department information accordingly.

    • JOB REQUIREMENTS

    Education-

  • High School Degree or equivalent

    • Experience-

  • Level 1 : 1-2 years of customer service or related experience

    • MidCountry Insurance Agency is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sexual orientation, marital status, national origin, disability or handicap, veterans status, genetic information or gender identity. MidCountry Insurance Agency is an EEO / AA Employer.

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