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Farmers National Bank of Canfield · 1 month ago

Insurance Customer Service Representative - Personal Lines

Cortland, OH

Full-time

Onsite

Entry Level

1+ years exp

Farmers National Bank of Canfield is seeking an Insurance Customer Service Representative for Personal Lines. This role will assist insurance representatives in managing accounts, processing claims, and ensuring high levels of client satisfaction.

BankingFinanceFinancial Services

Work & Life Balance

Responsibilities

Address customer needs by confirming appropriate coverage, processing change requests and billing and payment inquiries

Prepare applications for renewals reviewing for accuracy with correct entry into agency management system

Process insurance claims by gathering information from client, submitting to insurance company, and following through to the close of the claim with claims adjuster

Order Motor Vehicle Reports for prospective insured drivers

Assist Producer in the marketing of new business accounts; process applications; and submit to the insurance company for binding of coverage and completion of Certificates of Insurance

Provide clients with automobile identification cards

Compile information for marketing of prospects

Review expiration lists for confirmation all policies in current period are renewed

Scan and attach all documents to customer files in agency management system

Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations

Regular, predictable attendance is an essential requirement of this position