Customer Service Representative

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 would 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 its 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.