Deseret First Credit Union · 11 hours ago
Client Service Representative (Insurance Services)
West Valley City, UT
Full-time
Hybrid
New Grad, Entry Level
0+ years expDeseret First Credit Union is a recognized company known for its positive work environment and employee benefits. The Client Service Representative will support the Insurance Agency by addressing customer inquiries, managing policy information, and ensuring excellent customer service.
BankingConsultingFinancial ServicesLending
Responsibilities
Maintain Client Management System information by entering new policy information, policy changes, company downloads and backing up data
Modify, update, and process existing policies and claims to reflect any changes to their insurance policy
Gather prospective customer information and enter in quoting systems; process and record new insurance policies and claims
Answer and direct calls, providing excellent customer service and obtaining information on claims
Assist in promoting credit union products and services
Assist agents with client retention
This job description is not an exhaustive list of all job duties; other duties may be assigned at any time
Qualification
Required
High school diploma or GED
Six months of similar or related experience
Preferred
Property and Casualty insurance background
Customer service experience
Benefits
12 paid holidays
Competitive compensation
Benefits, perks, and discounts worth a double-take
A positive atmosphere and co-workers who truly care
Enjoyable activities and wellness initiatives
Work-from-home flexibility
Company
Deseret First Credit Union
Deseret First Credit Union exists to foster the financial independence and well-being of its members within the LDS community.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ben Dean, CPA
Chief Financial Officer
Annalesa Vernon
Chief Operating Officer
Company data provided by crunchbase