CSR - Customer Service Representative, Commercial Insurance
Company: Heartman Insurance
Posted on: November 22, 2021
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
- Market accounts, when appropriate for policy renewals and new
- Maintain client information in the Epic agency management
- 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
- Protect the confidentiality of client information.
- Knowledge, skills and abilitiesKnowledge/Skills:
- Knowledge of insurance coverage and concepts to ensure the best
- Ability to work independently and maintain attention to
- 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
- Ability to work overtime as requested by management.Required
- Insurance experience preferred.
- High School diploma required, college experience/degree
- 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
- 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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