Ready to join a positive local team where your work is appreciated and you can truly make a difference every day? Heritage Insurance is growing, and would like to visit with you! While our ideal candidate would already be licensed in at least one line of insurance, we will consider training the right candidate.

In this CSR position you will support seasoned insurance professionals who provide property/casualty and life/health solutions to our valued clients. Enjoy customer contact particularly during health open enrollment season. Continue to learn from our experienced agents to grow your long-term insurance career with Heritage.

Responsibilities

• Reach out to schedule health insurance appointments for existing and prospective customers
• Assist with group health/benefits enrollments and terminations
• Complete follow-up's on health/benefits insurance; ensure proper documentation is digitized
• Provide service to existing clients related to updating policies, taking payments, providing ID cards, generating Certificates of Insurance and answering questions.
• Turn in new claims and follow up with adjusters as needed.
• Support producers by reviewing existing policies, liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Gather data for producers working on new client applications
• Maintain records of customer interactions, recording details in the agency management system.
• Collaborate with team members to ensure excellent customer service and overall agency growth.

Qualifications

• Preferably, hold NE P&C or Life/Health insurance license and have a 1-2 years insurance CSR experience. Will consider training the right candidate if not currently licensed.
• Exhibit teamwork and willingness to take on new duties.
• Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills.
• Possess a sense of urgency, attention to detail, organization, multi- tasking, and follow up skills.
• Able to handle occasional challenging situations with customers and solve problems without direct supervision.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects.
• Exhibit excellent time management skills as well as technology and computer proficiency. Ability to operate agency management systems, online rating tools, and carrier website navigation.
• Commitment to long-term career with Heritage Insurance

Benefits/Perks

• Competitive pay negotiated based on prior experience and licenses
• 401(k) Retirement Plan (Traditional and Roth) with company match
• Paid time off that increases with years of service
• Paid Maternity/Paternity Leave
• Flexible work/life scheduling within reason
• Details provided upon request after first interview

This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to IIAN Corporate.