Customer Service Rep

About S&B Insurance

At SB Insurance & Company, we are devoted to weaving a protective thread into the fabric of our clients’ lives. In the ever-evolving tapestry of life, insurance stands as a resilient strand that binds moments, dreams, and aspirations.

Community focus is paramount for us. As integral members of the Virden community, we aren’t just brokers; we’re neighbors. Actively engaging in local events and initiatives, we strive to reciprocate the support we’ve received from the community that means everything to us.

About the Role

While providing superior customer service and engaging in client discussions on various matters via phone and email, processing payments, and facilitating policy changes. Directing clients to licensed sales producers when necessary. Managing appointment scheduling and other related tasks.

Duties may include

• Relationship building
• Providing excellent customer service.
• Processing payments & report claims
• Conducting needs based policy reviews and updating policies
• Processing policy changes per customer requirements
• Promptly with enthusiasm answer customer service calls
• Generating quotes and proposals
• Assist Agents in general tasks to further customer support and sales

Requirments

• Excellent Communication/interpersonal skills
• Confident, self-starter who works well independently
• Must have ability to multi-task
• Great organizational skills