Insurance Support Specialist
$43,202–$48,589 year
On-siteTracy, Minnesota, United States or Slayton, Minnesota, United States
Job Summary
Answer incoming calls within three rings and accurately direct callers to appropriate team members. Provide prompt, accurate, and friendly customer service by responding to inquiries regarding insurance availability, billing clarification, change endorsements, and claim submissions. Call clients to set up appointments for insurance reviews and new client follow-ups, while greeting walk-in clients and directing them to the correct team member. Maintain and purge paper files according to state retention guidelines and handle daily activities including downloading, scanning items into AMS, and general information maintenance. Provide documents to public accountants, state examiners, and IRS agents as requested. Perform general accounting functions such as accounts payable and receivable, daily deposits, reconciling monthly commission statements, posting, and issuing checks.
Required Qualifications
- High school diploma or equivalent
- 1 - 2 years of customer service/sales experience
- Good computer skills including Microsoft Office
- Excellent communication skills both verbal and written
- Self-starter and able to work with minimum supervision
- Sound mathematical ability
- Keyboard skills
- Ability to work in a variety of capacities
- Ability to make sound decisions
- Must be able to lift 50 lbs
Desired Qualifications
- Obtain Property and Casualty license within six months of hire
- 1 - 2 years of experience in an insurance agency setting
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.