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First Mid · 1 month ago

Insurance Customer Service Representative

St Peters, MO

Full-time

Onsite

New Grad, Entry Level

First Mid is a financial institution that offers a comprehensive Total Rewards program for its employees. The Insurance Customer Service Representative is responsible for transactional customer service and the policy renewal process, supporting account managers and producers in renewing existing policies and selling new accounts.

BankingFinanceFinancial ServicesInsurancePersonal FinanceWealth Management

Responsibilities

Renew and/or market expiring policies by gathering updated customer information and processing with underwriters/systems for policy issue

Meets customers’ daily requests including policy changes, certificates of insurance, provides answers to customer questions

Monitors policy expiration list to be certain that expiring policies are renewed

Monitors accounts receivable balances on assigned accounts

Provides administrative support to producers including preparing insurance applications

Cross-sell insurance and bank services in a professional manner

Complete required training associated with job function

Performs other duties as required

Qualification

Insurance knowledgeInsurance Producers licenseExcelWordEmpathyOrganizational skillsCommunication skills

Required

High school diploma or GED

Prior experience with Excel, Word and related software is required

Ability to gain thorough knowledge of insurance products and coverages

Must have the ability to gain and maintain an Insurance Producers license and a valid Illinois Driver's license for this role

High level of organizational and communication skills including the ability to handle multiple simultaneous tasks and establish priorities

Ability to empathize with customers and to respond appropriately

May be required to work earlier or later than the normal workday and may be required to work outside of the office to facilitate extended hours or customer visits