Client Service Representative (Insurance Services)

Deseret First Credit Union•West Valley City, UT

13d•Hybrid

About The Position

Provides support to the Insurance Agency by taking care of basic customers’ needs, answering questions, or providing information about policies. This position will be primarily in-office; however, there will be some work-from-home flexibility.

Requirements

High school diploma or GED required
Six months of similar or related experience required
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
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.

Nice To Haves

Property and Casualty insurance background preferred, but not required
Customer service experience preferred, but not required

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