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Cornerstone Bank · 9 hours ago

Customer Service Agent

Columbus, NE

Full-time

Onsite

Entry Level

1+ years exp

Cornerstone Bank is currently adding Customer Service Agents to their team, offering opportunities for personal and professional growth. Successful candidates will learn various insurance products and assist existing clients in meeting their insurance needs.

FinanceFinancial Services

Responsibilities

Conduct annual reviews with existing clients and offer additional products as needed

Process applications, changes and related forms

Prepare and present quotes

Accept and document customer payments

Maintain client files and record all transactions

Report claims and track resolutions

Prepare and oversee individual client’s insurance portfolios

Qualification

Insurance licenseMicrosoft OfficeCustomer serviceDetail orientedTeamwork

Required

Equivalent to a high school education minimum

Must hold a valid driver's license

Must obtain insurance license and maintain continuing education hours meeting the State Insurance Department requirements if license is not currently held

Working knowledge of personal computers and the suite of Microsoft Office products

Must be accurate and detail oriented

Ability to interact effectively with customers, management and co-workers

Ability to work in a team atmosphere and independently

Will provide unmatched customer service and exhibit the core values of Cornerstone Bank