обновлено 3 дня назад
Client Service Representative (Insurance)
34 650 - 64 575$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Service Representative (Insurance): Managing insurance programs, executing policy changes, updating client information, and coordinating with servicing teams with an accent on client service, financial data analysis, and policy administration. Focus on solving client issues, maintaining accurate records, and coordinating multiple insurance-related tasks under deadlines.
Location: Flexible work from home or an office, based on discretion and schedule; US-based role.
Salary: $34,650–$64,575 per year, plus potential performance-based incentives.
Company
Agency Midwest is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services.
What you will do
- Manage insurance programs and support day-to-day client service.
- Execute policy changes and update client information.
- Facilitate collaboration with clients and the servicing team.
- Analyze financial data and resolve client service issues.
- Manage a wide variety of tasks while meeting deadlines.
Requirements
- Excellent written and verbal communication skills.
- Familiarity with analyzing financial data.
- Self-starter with strong organization, problem-solving, and time-management skills.
- Detail-oriented and able to work effectively in a fast-paced, high-energy team.
- High school diploma or equivalent required.
Nice to have
- BS/BA in business, insurance, or a related field.
- Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook.
- One year of insurance industry experience.
- Life and Health license, or the ability to obtain one after hire.
Culture & Benefits
- Medical, dental, vision, and 401(k) benefits.
- 20 days of paid time off at the start of employment.
- Paid volunteer day and company-organized volunteer events.
- Up to $1,000 per year in matching charitable donations.
- Up to $750 per year in wellness rewards.
- Tuition assistance, retirement programs, and employee assistance programs.
- Inclusive workplace focused on diverse perspectives and professional growth.
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