Job Description

:
The Hoosier Hills Insurance Agency (HHIA) Customer Service Representative (CSR) ensures that Hoosier Hills Credit Union (HHCU) members and insureds receive exceptional customer service. This role focuses on maintaining and strengthening relationships by providing support, answering inquiries, handling policy changes, processing payments, assisting with insurance claims, and supporting the completion of new and renewal policy applications. The CSR plays a key role within HHIA's sales and service team, ensuring member satisfaction and helping meet their insurance needs effectively.

What You’ll Do:

• Mission and Service: Deliver outstanding service to both internal and external members, aligning with HHCU's Service Promises.
• Build Relationships: Build rapport and establish strong relationships with members by providing consistent, high-quality service.
• Manage Transactions: Process payments, maintain account records, and complete insurance applications accurately and efficiently.
• Maintain Accounts: Maintain accurate records in agency management systems, communicate with insurance carriers, and process documents with agencies such as the BMV.
• Member and Business Focus: Serve as the first point of contact for members, whether in-person or over the phone, and assist with mail handling.
• Recommend Products & Services: Provide valuable insurance solutions to members by understanding their needs and offering appropriate products and services.
• Teamwork and Collaboration: Communicate effectively with supervisors and team members, sharing important information and progress on tasks. Collaborate with team members to ensure goals are met and contribute to creating a positive work environment.
• Grow and Learn: Complete all assigned training, including annual Bank Secrecy/OFAC training and compliance with BSA/AML regulations.

What We’re Looking For:

Educational Background: High school diploma or equivalent required.

Relevant Experience: Property Casualty license in Indiana (or ability to obtain within 120 days of hire). 1-2 years of experience preferred in an insurance agency or customer service role.

Knowledge: Experience with cash handling and clerical office tasks preferred. In-depth knowledge of personal lines insurance products and related banking products and services.

Top-Notch Communication Skills: Outstanding verbal and written communication that makes every interaction impactful.

Professional and Positive Attitude: A professional demeanor, and a can-do attitude that shines through.

Analytical and Judicious: Ability to analyze data and make informed decisions in various situations.

Relationship Builder: Skill in maintaining positive relationships with management, peers, and vendors.

Hoosier Hills Credit Union is an Equal Employment Opportunity Employer.

PM19

Compensation

$15.23 - $22.84 per hour

Compensation details: 15.23-22.84 Hourly Wage

PI8908d5910ea6-30492-36148040

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