Now Hiring - Customer Service Representative Insurance/ Administrative Assistant in Freeburg, IL

About us

Mudd Insurance & Risk Advisors LLC is a small business in Freeburg, IL. We are professional, customer-centric, supportive and our goal is to provide personal relationships and takes a hands-on approach to helping customers with their insurance needs.

Our work environment includes:

• Modern office setting

Join our team! Mudd Insurance & Risk Advisors is currently seeking a Customer Service Representative (CSR) with experience in customer service, administrative tasks, and a passion for helping others. As a CSR, you will have the opportunity to assist agents with new and existing business, provide administrative support to the agency, and help grow the business through marketing strategies.

Thank you for your interest in joining the team at Mudd Insurance & Risk Advisors! We look forward to hearing from you and potentially welcoming you to our team! Apply today!

Responsibilities:

• Create a positive initial impression for the agency, whether it's through in-person meetings, written correspondence, or phone calls.
• Building and maintaining solid connections with both current and potential clients.
• Answer telephone calls promptly, efficiently, and in a professional manner.
• Provide assistance and support to clients, which includes processing claims, handling documentation, and resolving inquiries and concerns.
• Provide clients with information about products or services using knowledge of business and industry.
• Execute administrative tasks for the agency following the company's standard operating procedures.
• Handle business inquiries, renewals, cancellations, and other requests from the agency management system with prompt, efficient, and professional follow-up.
• Enter notes about client interactions into the agency management system and maintain files.
• Generate insurance quotes, compare renewal options, and provide necessary documentation as needed.
• Ensure that all policy updates and account information are entered accurately.
• Assist clients by answering their billing questions and providing them with detailed information about billing procedures.
• Contact the client, producer, and carrier underwriters to address any inquiries or concerns related to policies and coverage.
• Gather, organize, and oversee data related to account renewals.
• Manage incoming mail and prepare outgoing mail according to established procedures, which includes managing courier items.
• Complete Evidence of Insurance requests.
• Supports and assists Insurance Agents as requested.
• Work with the creative team to come up with new marketing plans, like social media and ads.
• Stay up to date on industry trends, marketing strategies, and best practices.

Required Skills:

• Ability to identify customer needs and recommend appropriate products.
• Possess exceptional skills in customer service, building relationships, self-motivation, problem-solving, and working independently.
• Proficiency in Microsoft Office programs such as Word, Outlook, and Excel is a necessity.
• Willingness to learn, be intuitive, and be coachable. Additionally, having an aptitude for learning new programs and skills is essential.
• Positive and enthusiastic attitude and excel in building strong relationships with others.
• Experience working with different insurance carriers and working directly with underwriters is preferred but not mandatory.
• Prior experience with client relationship management software and agency management software is preferred, but it is not mandatory.

Required Education & Work Experience:

• Bachelor's degree in business, accounting, or finance is preferred, or an equivalent amount of work experience.
• Minimum 1-3 years independent agency or retail broker experience preferred but not required.
• Minimum 3 years of experience in customer service, communication skills or account management.
• Property & Casualty, Life & Health Insurance license preferred but not required (Candidate must be motivated to obtain a license within 90 days - company will pay for training and license).

Job Type: Full-time

Pay: $18.00 - $19.00 per hour

Benefits:

• On-the-job training
• Paid time off

Experience level:

• 1 year

Shift:

• 8 hour shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Insurance Agency: 1 year (Preferred)
• customer service, communication skills or account management: 3 years (Required)

Ability to Commute:

• Freeburg, IL 62243 (Required)

Work Location: In person