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Customer Service Representative

Company: jtpostmaster
Location: Bedford
Posted on: April 8, 2021

Job Description:

Job Type: Full-time Salary: $13.23 - $19.85 Summary/Objective The Hoosier Hills Insurance Agency (HHIA) Customer Service Representative (CSR) ensures that Hoosier Hills Credit Union (HHCU) members and insureds are consistently provided with high levels of customer service and support so that their insurance needs are met successfully. Responsible for strengthening existing relationships and building new ones by advising, cross-selling, and assisting with member requests, which range from policy maintenance and payment transactions to product and service inquiries, insurance claim filing, completion of new and renewal policy applications. The Customer Service Representative (CSR) plays an important role as part of Hoosier Hills Insurance Agency-'s (HHIA) sales and service team. Responsibilities Mission and Service -- The Customer Service Representative (CSR) is an integral part of the Hoosier Hills Credit Union-'s collective team in living out our corporate mission; --To be better for our members by making a positive difference in their lives and the communities we serve.-- Consistently delivers outstanding service to both internal and external members that is in alignment with the Credit Union-'s Service Promises.
Always acts in the best interest of the member and the Credit Union.
Maintains the highest level of professionalism when interacting with members through friendly, informative, and helpful communications, which are key to understanding and identifying insurance policy or coverage issues, solving problems and in representing the Credit Union.
Increases member satisfaction by taking ownership of each request and being highly responsive to the needs of members and in helping to find insurance solutions that meet or exceed their expectations.
Builds rapport by establishing credible relationships with members and prospective members through consistent high-quality service and attention to detail.
Utilizes other business units as needed to assist members. Member and Business Focus -- The Customer Service Representative (CSR) continuously champions knowledge of and experience with insurance products and services and acts as a trusted resource who provides added value to being a member of Hoosier Hills Credit Union (HHCU). Provides a welcoming and helpful first point of contact for members when they arrive onsite or contact by phone, assists with incoming and outgoing mail.
Creates business value for the membership and aligns the organization with success by supporting insurance producers in consistently targeting and selecting product and service solutions that are best for the member so that their insurance needs are met, and their financial goals are addressed.
Serves as a trusted resource to members and fellow team members by possessing strong knowledge of insurance products, services, and member experience standards, and always acts in the best interest of the member.
Engages in problem resolution from start to finish by clarifying the issue, determining the cause, and following up to ensure there is a resolution.
Achieves expected sales and service results by taking personal ownership of responsibilities and aligning personal goals with the goals of the organization. Acumen and Technical Savvy -- The Hoosier Hills Insurance Agency (HHIA) Customer Service Representative (CSR) possesses proficiency in account maintenance and insurance knowledge to ensure records accuracy, policy compliance and member satisfaction with every transaction. Performs payment transactions, account maintenance, and processes applications in a proficient and accurate manner and with few errors.
Resolves problems or discrepancies concerning insurance policies and claims effectively and efficiently to meet the needs of the members.
Maintains enterprise agency management systems, corresponds with insurance carriers and company vendors according to the task and processes records with agencies, such as the BMV, promptly and accurately.
Completes annual Bank Secrecy/OFAC and any related training annually as assigned by Training or Compliance staff. Comply with all applicable BSA/AML laws, rules, regulations, policies, and business practices established by Credit Union management. Teamwork and Collaboration - The consistent focus on team involvement and in personal growth through sharing and implementation of creative ideas that provide membership business value and enhance a positive work environment. Maintains supportive communication with supervisor and team members, reports problems, developments, changes, and other important information regarding responsibilities.
Makes plans happen through awareness, involvement, constant communication, and continual learning.
Shares opportunities for improvement with appropriate managers. Performs ongoing self-evaluation.
Attends and supports HHIA and HHCU events and other community outreach efforts as needed and attends to operational needs and issues as they arise.
Strives to improve self and team to create strategies for future-focused, positive results. PM19


Knowledge Requirements Excellent communications skills (both oral and written) Strong knowledge of personal lines insurance products and other banking products and services Strong and consistent customer service and sales skills Requires judgment to apply broader aspects of established practices to situations, which go beyond clear, concise guidelines Ability to gather and analyze data Ability to establish and maintain positive working relationship with management, peers, employees, and vendors Professional appearance and demeanor, good interpersonal relations skills, and positive and optimistic outlook Education and/or Experience High school diploma, or equivalent Property Casualty licensed in Indiana (or able to achieve licensing within 120 days of hire) 1-2 years-' experience working in an insurance agency with daily customer interaction Experience preferred in cash handling and clerical office work Work Environment/Physical Demands Normal accessibility of HHCU branch and corporate work sites required for the position Normal physical mobility and agility, which includes movement from place to place on the job, and the ability to maneuver body while in place Normal dexterity of hands and fingers Normal coordination, including eye-hand, hand-foot Works in typical administrative setting with climate control and appropriate lighting Work requires occasionally lifting and carrying up to 20 pounds, taking frequency into consideration Other Duties Perform other duties as assigned. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time or without notice.



PI131622072

Keywords: jtpostmaster, Bloomington , Customer Service Representative, Sales , Bedford, Indiana

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