Customer Service Representative
Hoffman Agency
We are seeking a dedicated and detail-oriented Customer Service Representative (CSR) to join our fast-paced insurance agency in Missouri Valley, Iowa. The ideal candidate will provide exceptional customer support, maintain accurate records, and help ensure the efficient operation of the office. This is a key role for maintaining client satisfaction and agency success.
Key Responsibilities:
- Respond promptly and professionally to client inquires via phone, email and in-person
- Process policy Changes, endorsements, and updates accurately and in a timely manner
- Assist clients will billing questions, payment processing, and policy documentation.
- Schedule appointments and maintain organized client files and follow-up activities.
- work closely with agents and underwriters to resolve client issues and policy concerns.
- Prepare quotes and assist with new business applications under agent supervision.
- Maintain confidentiality and safeguard sensitive customer information.
- Support daily office operations
- Participant in ongoing training and development to stay current on insurance products and procedures.
Qualifications:
- High School Diploma or Equivalent
- Prior customer service experience
- Strong attention to detail and ability to multitask in a busy environment
- Proficient in basic computer applications.
Benefits:
- Competitive hourly wage based on experience
- Health insurance
- Paid time off and paid holidays
- 401(k) retirement plan
- Continuing education support and licensing assistance
To apply for this job email your details to jholcombe@hoffman-agency.com