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Customer Service Agent at Peak Retirement

Aurora, Nebraska, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Aug, 26

Salary

0.0

Posted On

09 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Insurance Product Knowledge, Microsoft Office, Detail Oriented, Communication, Teamwork, Client Relationship Management, Claims Reporting, Payment Processing

Industry

Description

The Customer Service Agent position offers personal and professional growth opportunities. Successful candidates will learn various insurance products and help existing clients meet their insurance needs. JOB DUTIES Conduct annual reviews with existing clients and offer additional products as needed. Process applications, changes and related forms. Prepare and present quotes. Accept and document customer payments. Maintain client files and record all transactions. Report claims and track resolutions. Prepare and oversee individual client’s insurance portfolios. QUALIFICATIONS Equivalent to a high school education minimum. One – two years post-secondary education in business or insurance experience preferred. Must hold a valid driver’s license. Must obtain insurance license and maintain continuing education hours meeting the State Insurance Department requirements if license is not currently held. Working knowledge of personal computers and the suite of Microsoft Office products. Must be accurate and detail oriented. Ability to interact effectively with customers, management and co-workers. Ability to work in a team atmosphere and independently. Will provide unmatched customer service and exhibit the core values of Cornerstone Bank. WE OFFER: * Vacation and Paid Time off Days * Paid Holidays * Retirement plan contribution * Life Insurance and Long Term Disability Insurance * Health, Dental & Vision Insurance * Career growth potential * Bonus programs * Family atmosphere Cornerstone Bank is an Equal Opportunity Employer/Veterans/Disabled.

Responsibilities

The agent will conduct annual reviews with clients, process insurance applications, and manage individual insurance portfolios. They are also responsible for preparing quotes, documenting payments, and tracking claim resolutions.