Insurance Customer Service Representative – Downeast Credit Union
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Insurance Customer Service Representative

Posted on February 29, 2024 |

Position Overview:

The CSR works closely with our account managers and our clients to provide them with the service they deserve. This team member is a problem solver who thrives on building relationships while assisting clients with their personalized insurance solutions.

 

Duties and Responsibilities:

  • Answers phone to be the first level of help to answer the clients expressed and unexpressed needs.
  • Takes inbound calls from client and potential clients to gather initial information for quoting of new business. Enters information in Applied Epic for Account Managers
  • Assists as needed in the quoting of new business
  • Process requested changes to policies with carriers.
  • Handles billing issues and process claims as they arise.
  • Follows up on requests from insurance carriers.
  • Perform clerical functions including (but not limited to): answering agency phone calls, processing ID Cards, Binders, Evidence of Property, Certificate of Insurance, Cancellations, assisting in processing client payments, and other duties as assigned.
  • Processes daily agency mail
  • Processes daily agency downloads into the Agency Management System.
  • Document all necessary information in the agency management system and processes activities in an efficient and timely manner.
  • Continually develop strong knowledge of insurance coverages and carrier appetites.
  • Maintains a positive and professional relationship with clients, fellow team members, and insurance company representatives.
  • Creates a client-centered experience.
  • Attends monthly team meetings and weekly team huddles.

 

Opportunities for Professional & Personal Development:

  • Employer paid insurance licensing courses
  • Employer paid Designation Programs
  • Employer paid CE courses
  • Volunteering in local communities

 

Requirements:

  • A strong knowledge of Microsoft Office
  • Demonstrate strong written and verbal communication skills
  • Team player who is self-motivated, organized, detail oriented
  • Kind, caring and passionate in helping others
  • Actively participating and contributing within your local community
  • High-School Diploma, GED or Equivalent Certification

 

Why Choose Downeast Insurance:

We are a local insurance agency with strong ties to our communities and we believe in the People Helping People philosophy.

We are a wholly owned CUSO of Downeast Credit Union. DECU is a member-owned financial cooperative created in 1941 for the purpose of providing additional value and financial options to its membership. We partner with our members and tailor our products and services to meet their specific individual needs.  Our credit union is much different than a bank, with our sole purpose to continually improve the financial well-being of all members.

If you are a person who is interested in growing professionally, working for one of the Best Places to Work in Maine, and love helping people, then you are an ideal candidate to belong to our caring and compassionate organization.  We are looking for a licensed insurance agent to join our team. The chosen candidates will become an advocate for our clients and will assist our team in accomplishing all objectives associated with the “People helping People” philosophy.  This position would be housed in one of our 8 credit union branches.

This full-time position offers a generous base salary, benefits available upon date of hire are an 80% employer-paid medical plan, 100% employer-paid dental and life insurance plans, a 401k retirement program where the employer provides a 5% match, an average of twelve-paid holidays, up-to five weeks paid vacation per year, and educational opportunities.

Please send your application, cover letter and resume to:  Donna Cochran, VP – HR, Downeast Credit Union, 23 Third Avenue, Baileyville, ME 04694 or email dcochran@downeastcu.com. Applications can be accessed on our website, www.downeastcu.com.

Equal Opportunity Employer