Now Hiring - Mustard Seed Financial & Insurance - Personal Lines Insurance Customer Service Representative and Reception in Meridian, ID

Job Description

The Personal Lines Insurance Customer Service Representative and Reception is primarily focused on reception and supporting Personal Lines Account Managers with their daily needs of servicing client and prospect accounts.

At Mustard Seed Financial & Insurance Inc., we really care about our culture and how our clients feel about doing business with us. We are a growing, profitable company, but will not sacrifice our reputation or compromise our clients satisfaction.

Candidate should demonstrate competence in the following:

• Attention to Detail: Focus on details to ensure happy clients and fruitful results
• Build Relationships: Establish and maintain positive working relationships with others both internally and externally to achieve the goals of Mustard Seed
• Communicate Effectively: Speak, listen and write in a clear, thorough and timely manner using appropriate and effective communication tools and techniques
• Focus on Client Needs: Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations
• Foster Teamwork: Work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance the success and culture at Mustard Seed
• Lead: Positively influence others to achieve results that are in the best interest of the organization
• Make Decisions: Assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of Mustard Seed
• Organize: Set priorities, develop a work schedule, monitor progress towards goals, and track details, data, information and activities
• Plan: Determine strategies to move Mustard Seed forward, set goals, create and implement actions plans, and evaluate the process and results
• Solve Problems: Assess problem situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations and/or resolve the problem
• Be Professional: be on time, do what you say you will, think of others, dress appropriately

Salary Range: $36000.00 - $38000.00 per year

Benefits

• Competitive salary
• Paid vacation and multiple company holidays observed throughout the year after probationary period
• Health and Dental, insurance benefits
• Company sponsored Individual Retirement Plan after 1-year
• Well located and professional office

Responsibilities

Candidate responsibilities will include:

• Communicating with clients and managing client expectations and satisfaction

• Reviewing and analyzing claims with clients. Discussing and explaining coverage to clients

• Checking policies, endorsements and other documents for accuracy

• Comfortable with accounts receivable follow-up

• Working closely with Mustard Seed Producers and insurance carriers to determine the proper market placement for quoting specific risks, and reviewing quotes in detail with Producers so they can present to their clients/prospects

• Experience up selling/ cross selling

• Developing an insurance needs analysis with your prospects and clients

• Work with the existing book of personal lines clients

• Presenting Mustard Seed solutions and closing business

• Review the work of others in the office

• Providing a great personal touch to maximize client retention

Requirements

• Basic knowledge of personal lines insurance products and procedures
• Insurance sales experience a plus
• Appropriate state insurance license(s) by your start date. Property and Casualty is a must, Life is a plus.
• Experience working with teams/employees in other insurance roles
• Knowledge of software applications: MS Outlook, MS Excel, MS Word, MS Teams and AMS360 preferred
• Excellent communication skills (verbal and written)
• Evidence of achieving goals in past endeavors
• Four-year college degree a plus

Company Description
Mustard Seed Financial & Insurance is a thriving independent insurance agency headquartered in one of the best places to live in the United States, Meridian, Idaho. We professionally represent dozens of premier insurance carriers recognized for great value, service and client satisfaction in the U.S. At Mustard Seed, we work for our clients and are not beholden to any one insurance company. Everyone knows that individuals and businesses are unique, and so are their insurance needs. We work hard to bring each client the policy and coverage they need for their specific risk profile. You could say we are a one-stop shop offering auto, home, life, health, commercial and bonds. At Mustard Seed, our clients don't fit into a single box, rather, we design policies that give them the ultimate coverage at the best price and provide personalized, professional service that keeps them coming back to us for years.