Key Facts

Remote From:

Iowa (USA) , Kansas (USA) , Minnesota (USA) , Missouri (USA) , Nebraska (USA)

Full time

Senior (5-10 years)

English

Hard Skills

Policy Enforcement Underwriting Sales Management Account Management Problem Management Insurance Products Recruitment Consultancy Management Systems Medical Licensing (Health Law) Presentation Training

Other Skills

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Microsoft Word
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Microsoft Excel
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Microsoft Outlook
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Communication
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Teamwork
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Proactivity
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Relationship Building
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Problem Solving

Roles & Responsibilities

5-7 years of agency or customer service experience (or equivalent education/experience)
Associate or Bachelor's degree in Risk Management, Business, Insurance, Agriculture, or related field preferred (high school diploma required)
Proficient in Microsoft Office (Outlook, Word, Excel) and experienced with agency management systems, preferably Applied Epic
Property Casualty Insurance license must be obtained within the first year; Life & Health, Excess & Surplus, or Crop Insurance licenses a plus

Requirements:

Develops and maintains strong relationships with clients to ensure their ongoing needs are met
Responds to customer inquiries with urgency, manages customer accounts, and proactively resolves issues
Prepares insurance proposals for clients and presents proposals to clients on an as-needed basis
Performs initial new business and renewal quoting to assist Insurance Producers in the sales process

Job description

Experienced - Retail Agency Customer Success Representative

Pledge Insurance Advisors (PIA), a Farmers Mutual Hail (FMH) company, is looking to hire an experienced Customer Success Representative to serve as the first point of contact for customers who have questions regarding billing, policy changes, claims reporting, and endorsement requests. Assists in agency sales and account management activities to build and maintain agency book of business. Works closely with Insurance Producers to ensure successful outcomes on the new and existing book of business.

REQUIREMENTS:

Experience: Would like at least 5-7 years of agency or customer service experience or equivalent combination of education and/or experience.

Education: Associates or Bachelor’s degree in Risk Management, Business, Insurance, Agriculture, or related field preferred (high school diploma required).

Skills: Proficient with Microsoft Office programs especially Outlook, Word, and Excel. Experience with agency management systems, specifically Applied Epic, is highly desired.

Licenses or Certifications: Must obtain Property & Casualty Insurance license within the first year in the position. Having Life and Health, or Excess and Surplus License and/or a Crop Insurance license is a plus.

RESPONSIBILITIES:

Develops and maintains strong relationships with clients to ensure their ongoing needs are met.
Responds to customer inquiries with urgency, manages customer accounts, and proactively resolves issues that may arise.
Prepares insurance proposals for clients. May be called upon to present insurance proposals to clients on an “as-needed” basis.
Performs initial new business and renewal quoting to assist the Insurance Producers in their execution of the sales process.
Learns and understands the carriers represented by Pledge Insurance Advisors (PIA) and their insurance products.
Stays current on insurance trends and changes in the industry.

Does this sound like a good fit for you? Apply today through our website!

This position is not eligible for sponsorship for work authorization by Farmers Mutual Hail Insurance Company of Iowa. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.

Pledge Insurance Advisors (a subsidiary of Farmers Mutual Hail Insurance Company) does not discriminate in employment (EOE). All qualified applicants are encouraged to apply. #LI-DNI

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