Insurance Agent/Customer Service Account Manager

Poweshiek Agency is seeking a full-time Insurance Agent/account manager with a strong focus on Customer Service. The ideal candidate holds an insurance license in both property and casualty lines and has at least two years of experience. Unlicensed candidates must be willing to obtain an insurance license within 50 days of employment. A working knowledge of insurance policy language and forms is preferred but not required.

The primary work location is Grinnell, Iowa and it would require 1-2 workdays a week in our Toledo, Iowa office.

JOB DESCRIPTION

POSITION: Insurance Agent/Customer Service Account manager

The Insurance Agent/Customer Service account manager will work closely with the Agency Manager and Sr. Agent/CSR to process and service client’s needs. The successful candidate will demonstrate strong verbal and written communication skills, self-confidence, initiative, reliability and punctuality.

DUTIES AND RESPONSIBILITIES

· Answering calls and responding to customer inquiries

· Providing customers with detailed information about policies and products and advising on coverage options

· Customizing insurance proposals based on customer needs

· Handling policy sales, adding additional lines

· Periodic review of policy renewals

· Resolving customer’s billing questions

· Collecting details of losses, provides basic instructions to insureds, and promptly submits notices of loss to the carrier

· Updating and maintaining customer records

· Maintaining all insurance documents in a confidential way

· Enhance insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments

· Process applications

· Maintain regular contact with clients and answer questions and make changes to existing policies

· Execute, plan and implement office processes

· Respond to inquiries regarding the status of claims.

· Coverage analysis and claims processes

· Analyze existing insurance policies to identify coverage gaps, redundancies, and cost-saving opportunities

· Perform other duties, as assigned

Requirements

· Property and casualty insurance licenses or have them within 50 days.

· Must be organized, able to multitask, and efficient

· Must be self-motivated, reliable and have a positive attitude

· PC skills

· Possess a genuine willingness to learn and be coachable

· Excellent skills in communication and presentation

· Competitive attitude

· Networking abilities

· Problem-solving mentality

· Self-motivated, hands on, self-starter mindset that can do the work

· Strong time management

· Strong attention to detail and organization

· Ability to manage multiple tasks and meet deadlines.

· Knowledge of insurance industry terminology and claims processing is a plus

· Open minded and willing to adapt to the technological changes in an evolving industry

WORK SCHEDULE

· Monday through Friday – 8:30 am to 4:30 pm

· In person office Locations: Grinnell, Iowa and Toledo, Iowa

Education and/or Experience

High school diploma or equivalent; some college coursework in business, insurance, or a related field preferred.

Salary

$40,000- $65,000 depending on experience and qualifications.

BENEFITS

· Paid Holidays

· Paid Time Off (PTO)

· 401(k) Retirement Plan

· Dental Insurance

· Vision Insurance

· Health Insurance

· Commission and yearly bonus opportunities on top of salary

Job Type: Full-time

Pay: $40,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Supplemental Pay:

• Commission pay

Ability to Relocate:

• Grinnell, IA 50112: Relocate before starting work (Required)

Work Location: In person

Salary : $40,000 - $65,000