Job Information
Dupaco Credit Union Insurance Service Agent in Dubuque, Iowa
Description
Have you been waiting for the chance to combine your work experience in the Insurance Industry with your passion for providing great service? Well, 'Service' is this role's middle name so we think you'll fit right in! The Insurance Service Agent role has been waiting for your insurance industry knowledge, your critical thinking skills, your ability to solve problems quickly, your determination to continuously improve, and your ability to make a high level impact. What we are really saying is, the Dupaco Insurance Services department has been waiting for YOU!
Dupaco relies on this position to partner with the Insurance Manager and Insurance Agents in managing the existing commercial insurance member relationships. This position is also responsible for assisting Insurance Agents with building new relationships with members and providing the Dupaco members with the appropriate insurance coverage.
What You'll Do:
Provide ongoing servicing of client accounts such as issue certificates of insurance, policy changes, process payments, etc.
Follow up and verify pending member policy endorsements by tracking and completing suspenses within the agency management system.
Processes daily downloads from carriers, verification & completion of endorsements, manage the flow of documents in and out of the agency management system including carrier e-docs, new and cancelled policies with Phoenix integration, and regular mail and email distribution.
Assist Insurance Agents and Senior Insurance Agents in acquiring new clients through various avenues such as: internal cross sale system, networking, internet referrals and client referrals.
Assist Insurance Agents and Senior Insurance Agents with ensuring the development, with insurer’s recommendations, and options to adequately and economically meet clients’ insurance needs.
Assist Insurance Agents and Senior Insurance Agents with managing insurance quotes and servicing for complex insurance situations (ie. multiple lines), including but not limited to commercial and personal line policies.
Develop and maintain knowledge of the insurance industry, markets and products as well as monitor and maintain client service standards to assure client satisfaction and retention.
Assist with sales overflow and walk in clients as needed.
Perform other duties as assigned.
What You’ll need:
Bachelor’s Degree in related field or equivalent experience in insurance industry
1+ year of insurance servicing or agent experience, preferred
Acquire and maintain insurance specific license or other designation (CIC, CISR, etc.)
Excellent listening, verbal and written, and presentation skills
Ability to prioritize, organize time, and to work independently
Excellent computer skills
Must maintain confidentiality in all credit union matters
Qualifications
Skills
Preferred
Customer Service: Novice
Sales: Novice
Call Center: Novice
Behaviors
Preferred
- Dedicated: Devoted to a task or purpose with loyalty or integrity
Motivations
Preferred
Goal Completion: Inspired to perform well by the completion of tasks
Financial: Inspired to perform well by monetary reimbursement
Education
Preferred
- Bachelors or better
Licenses & Certifications
Preferred
IP Casualty
IP Personal Lines
IP Accident & Health
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)