Ag Customer Service Representative

At Insure Forward, our greatest asset is our employees.

Working for a widely respected company with a rich tradition, in an atmosphere of enthusiasm, positivity, with a culture grounded in teamwork focused on the future is what can be expected at Bank Forward…It’s Simply the Forward Way!

Health (Traditional and High-Deductible plan options), Dental, Vision, Medical & Dependent Care FSA, HSA, 401k, Company paid Life and Long-term Disability Insurance, Voluntary paid benefits, Paid Time Off, Holidays, Extended Medical Absence Leave, and Employee Stock Ownership!

Full-time;
Monday-Friday, 8:00am-5:00pm.

• Promptly greets and directs clients and responds to customer requests/ inquiries.
• Distributes incoming mail and faxes.
• Establishes and maintains confidential files and records.
• Prepares letters, memos and reports and processes paperwork related to agency activities.
• Accurately performs data entry, runs MVR’s and develops policies for mailing.
• Assists with policy and endorsement processing.
• Maintains new and renewal business.
• Identifies customer needs and provides products and services to meet needs.
• Fields customer requests involving insurance policies.
• Maintains company specific rates and forms manual for carriers that do not support that information online.
• Reviews all downloaded activity from carriers for accuracy and handles invoicing for transactions.
• Ensures accuracy of all company produced documents and secures corrections on incorrect items.
• Efficiently processes renewals, endorsements, change requests, claims, and deposit premiums.
• Complies with applicable banking and insurance laws and regulations.
• Must be licensed in Property/Casualty, Multiperil, and/or Life/Health insurance within six months of hire date. Must obtain and maintain CPIA certification.
• Position requires a degree in business or the equivalent in prior insurance work experience.

Equal Opportunity Employer.