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CSR - Customer Service Representative, Commercial Insurance

Company: Heartman Insurance
Location: Rochester
Posted on: November 22, 2021

Job Description:

The CSR role is to create a strong partnership with business clients and the Producer/Agent ensuring an outstanding customer experience.Essential job duties:

  • Provide excellent Customer Service to commercial business insurance clients.
  • Market accounts, when appropriate for policy renewals and new business opportunities.
    • Maintain client information in the Epic agency management system
    • Manage insurance policy renewals, certificate of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and other insurance related requests.
    • Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs
    • Protect the confidentiality of client information.
      • Knowledge, skills and abilitiesKnowledge/Skills:
        • Knowledge of insurance coverage and concepts to ensure the best customer experience.
        • Ability to work independently and maintain attention to detail.
        • Strong organizational skills.
        • Exceptional oral and written communication skills.
        • Working knowledge of computers and software including Outlook and Microsoft Word and Excel.
        • Ability to learn and perform new duties and responsibilities.
        • Ability to work overtime as requested by management.Required education/experience/licensure:
          • Insurance experience preferred.
          • High School diploma required, college experience/degree preferred
          • Minnesota license preferred, but not required at time of hire. Heartman will pay for licensure training and testing. License must to obtained within 90 days of hire.Equal Opportunity EmployerJob Type: Full-timeBenefits:
            • 401(k) matching
            • Dental insurance
            • Disability insurance
            • Employee assistance program
            • Flexible schedule
            • Flexible spending account
            • Health insurance
            • Life insurance
            • Paid time off
            • Profit sharing
            • Vision insuranceSchedule:
              • 8 hour shift
              • Day shift
              • Monday to FridayWork Location:
                • One locationWork Remotely:
                  • NoWork Location: One location

Keywords: Heartman Insurance, Rochester , CSR - Customer Service Representative, Commercial Insurance, Sales , Rochester, Minnesota

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