Customer Service Representative
Job Description
Klein Insurance is seeking an individual who aligns with our core values of being open-minded, hard working, optimistic and a team player while upholding the highest integrity. This position is for our Eagle Bend, Minnesota office location. This role will start as a customer service representative position, and will transition to an agent position if progress is made and skills are demonstrated. We are seeking an individual that thrives in a multi-faceted professional environment and willing to travel between all locations.
Responsibilities
Answer telephones, direct calls, and take messages
Complete new client intake forms for agents to quote
Work under the supervision of your team lead to include but not limited to:
Maintain paperless client filing in accordance with Klein Insurance procedures
Accept projects delegated to you by team lead for training purposes
Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail
Communicate with customers, employees, and other individuals to answer questions/explain information
Assist in keeping client contact information current
Research inquiries regarding client accounts
Manage calendars and schedule appointments
Perform other duties and special projects as needed
Travel as needed for company training
Manage and execute tasks efficiently across organization
Embrace opportunities for travel to enhance collaboration and support across our various locations
Qualifications
Willing to obtain insurance license
2 or more years of administrative support experience desired
Demonstrated customer service orientation/experience
Excellent oral and written communication skills (grammar, spelling, punctuation, proofreading skills, etc.)
Ability to effectively communicate with all levels of management, co-workers, and external parties
Strong organizational skills, detail-oriented and ability to prioritize responsibilities
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, CRM systems)
Ability to multitask and stay focused on projects through frequent interruptions
Ability to maintain confidentiality and discretion of sensitive information
Benefits
401(k)
401(k) matching
Dental insurance
Disability insurance
Employee assistance program
Flexible spending account
Health insurance
Life insurance
Paid time off
Schedule
Monday to Friday: 8:30am - 4:30pm
About Klein Insurance
Klein Insurance is an independent insurance Agency serving clients in Minnesota, Wisconsin and the Dakotas through it’s five locations.
Why Klein? Because we are an independent insurance agency we can conduct a thorough search of the insurance marketplace. This allows us to match our clients exact needs with the insurance carrier who will provide the best risk management solutions for the best value. We do not work for any insurance company.
Being a full-service agency we can provide solutions to all our clients insurance needs. Auto, home, health, business, specialty and more, our well-trained staff will go the extra mile to meet our clients needs.
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.