Insurance Client Services Representative
Highstreet Insurance & Financial Services, Great Plains11 months ago
Columbus, NE, United States
On-site
Full-time
Junior Level (1-3 years)
Job Description
Position Overview
Highstreet Insurance & Financial Services, Great Plains is hiring an exceptional Insurance Client Services Representative. In this role, you will be the facilitator of positive and effective relationships with our valued clients and insurance carrier staff while providing general agency support. Based in Grand Island, Nebraska, our independent, relationship-driven insurance agency is dedicated to fostering a great work-life balance, community focus, and a family friendly environment.
Key Responsibilities
- Gather information and risk management recommendations for the renewal of designated accounts 60 days prior to renewal and deliver renewal documents within five days of receipt.
- Conduct periodic service calls for designated accounts.
- Answer agency phone calls, order supplies, and perform general office administration.
- Maintain timeliness and accuracy when interacting with customers, agency, and company personnel to minimize potential errors and omissions.
- Receive phone calls and office visitors requesting quotes.
- Actively solicit increases in limits and/or coverages and round out accounts through sales during every service contact.
- Make minor policy changes for personal lines coverage as requested.
- Assist in managing emails, downloads, expiration notices, and special projects.
- Actively seek referrals from the current client base to generate new business prospects using our prospect database and automation system.
- Perform accounting and bookkeeping tasks as instructed by management.
- Undertake other functions as assigned by management.
Required Qualifications
- High School Diploma or equivalent.
- Active Property & Casualty license or willingness to obtain one (materials and fees paid by Highstreet).
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office.
- High attention to detail and the ability to learn new technology quickly.
- Flexible and team oriented.
Benefits & Perks
- Employer Paid Life & AD&D
- Employer Paid Short- & Long-term Disability
- PTO
- Paid Holidays
- 401k with employer match
- Voluntary Health, Vision, Dental and many other benefits!
Required Skills
Administrative Support
Flexibility
Teamwork
Customer Relations
Risk Management
Insurance Knowledge
Client Service
Microsoft Office
Communication
Attention to Detail