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Church Mutual Insurance Company, S.I. · 3 weeks ago

Customer Service Agent I

Merrill, WI

Full-time

Onsite

Entry Level

2+ years exp

Church Mutual Insurance Company, S.I. is seeking a Customer Service Agent I to provide timely solutions to customers through telephone and email inquiries. The role involves optimizing the customer experience, processing transactions, and providing comprehensive direction regarding insurance coverages and options.

AssociationGovernmentNon Profit

Responsibilities

Provide comprehensive direction and solutions to external and internal customers through written and verbal communication

Promptly provide information in response to inquiries to handle and resolve concerns

Create system documentation of all verbal/written interactions with a customer, including any actions that were taken

Gather and enter system data to process transactions and produce contractually correct insurance documents. Document all decisions and communications associated with the process

Analyze, evaluate, and make decisions on eligibility of new business and quote endorsements, recognizing exposures and coverage alternatives. Offer risk management suggestions and adequately price insurance coverages. Complete required forms as necessary, including applications, surveys, and legal documents. This includes quoting additional coverages and policies

Maintain assigned tasks on a daily basis

Support Church Mutual customers across a specific geographic region

Support the direct religious Church Mutual product line and Center of Excellence

Work collaboratively in a team environment to achieve corporate and team goals to enhance the customer experience. Assist others in work processes to accomplish team workload expectations

Extensive interaction with all Church Mutual customers, team members, sales force, and others related to Church Mutual operations

Remain current on company systems, forms, and procedures. Continue to develop knowledge of the property and casualty industry, religions, religious organizations, camps, schools, nonprofits, and operations specific to Church Mutual's business niche

Maintain confidentiality of the organization's customers and data

Participate in individual and team trainings and meetings

Suggest improvements and periodically participate in contact center initiatives to improve effectiveness

Qualification

PropertyCasualty insurance licenseCustomer service experienceBilingual EnglishBilingual SpanishDocumentation skillsMultitasking skillsVerbal communicationWritten communicationTeam collaborationPositive attitude

Required

Property and casualty insurance license required and relevant licenses must be renewed and maintained in accordance with Church Mutual and applicable state requirements

High school diploma or equivalent required

Ability to work a pre-established work schedule and provide after-hours support for customer requests based on customer demand and/or employer's request

Ability to work independently, as part of a team, with the ability to communicate internally across a variety of channels

Strong verbal and written communication skills

Excellent multitasking and prioritization skills

Ability to learn and utilize technology and software from a variety of sources, including, but not limited to, various Microsoft products desirable

Comfortable analyzing exposures to recognize areas of concern and offer appropriate solutions

Positive, professional, and customer-oriented attitude

Preferred

Two years of customer service, industry, or equivalent work experience preferred. A two- or four-year degree may waive all or a portion of the work requirement

Post-secondary education or participation in recognized insurance education courses is desirable

Experience documenting during telephone conversations strongly recommended

We encourage bilingual candidates to apply, particularly those fluent in both English and Spanish