Insurance Customer Service Agent

Deseret First Credit Union Bountiful , UT 84010

Posted 3 months ago

Come and work for a company that was voted Best Companies to Work For by 2015 Utah Business Magazine, 2017 & 2016 Credit Union Journal, and 2017 & 2016 Salt Lake Tribune's 'Top Work Places in Utah!'

We offer a wonderful atmosphere, great benefits, competitive compensation, good hours where you will not work Sundays, 11 paid holidays, fun company activities, and more!

Summary:
Provide support to the Insurance Agency by taking care of basic customers' needs, answering questions, or providing information about policies.

Duties and Responsibilities:

  • Maintain Client Management System information by entering new policy information, policy changes, company downloads and backing up data

  • Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance

  • Gather prospective customer information and enter in quoting systems; process and record new insurance policies and claims

  • Answer and direct calls, in order to provide customer service and obtain information on claims

  • Process mail and deposits, order office supplies as needed

  • Assist in promoting credit union products and services

  • This job description is not an exhaustive list of all job duties; other duties may be assigned at any time

Qualifications:

  • High school diploma or GED required

  • Six months of similar or related experience required

  • Property and Casualty insurance background preferred, but not required

  • Customer service experience preferred, but not required

Competencies:

  • Courtesy, tact, and diplomacy are essential elements of the job

  • Goal oriented, self-motivated and a team player

  • Communicate well with clients to help them feel comfortable that their needs are being met

  • Deal with team members in a friendly and professional manner

  • Strong organizational skills

Computer/Software Skills:

  • Microsoft Office Suite

  • The Agency currently uses Hawksoft as its client management system and Quomation for its quoting vendor. Previous experience with these system is not required but familiarity with Windows based platforms is helpful.

  • keyboard skills

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Insurance Customer Service Agent

Deseret First Credit Union