Client Service Representative (Insurance Services)

Deseret First Credit Union


Date: 2 weeks ago
City: West Valley City, UT
Contract type: Full time
There's a reason we've won so many awards for being one of the best companies to work for! We invite you to apply to join our family, and here's what's in it for you:

  • 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 (hybrid schedule)

Summary: Provides support to the Insurance Agency by taking care of basic customers’ needs, answering questions, or providing information about policies.

Duties And 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

Qualifications

  • High school diploma or GED required
  • Six months of similar or related experience required
  • Property and Casualty insurance background preferred, but not required
  • Customer service experience preferred, but not required

Competencies

  • Courtesy, tact, and diplomacy are essential elements of the job
  • Goal oriented, self-motivated, and a team player
  • Communicate well with clients to help them feel comfortable that their needs are being met
  • Deal with team members in a friendly and professional manner
  • Strong organizational skills

Computer/Software Skills

  • Microsoft Office Suite
  • The agency currently uses Hawksoft as its client management system. Previous experience with this system is not required but familiarity with Windows based platforms is helpful.

Deseret First Credit Union is proud to be an Equal Opportunity Employer, providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, gender identity, age, national origin, disability veteran status, pregnancy, sexual orientation, or any other characteristic protected by law.

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