Job DetailsJob Location Ohnward Insurance Group Maquoketa - Maquoketa, IA DescriptionTo apply for this position, go to our website Ohnward Bancshares, Inc. www.ohnward.com
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Do you love being where the action is? Enjoy meeting new people and working in your community? Then we have the job for you! We are looking for employees ready for fun and getting the job done. We have the best customers and coworkers around that feel more like family and friends, and where fun just never ends! We look for can-do attitudes and willing to learn. Come be a part of a great company!! POSITION SUMMARY This position is responsible for providing excellent customer service to customers and prospects. Develop a good understanding of the products OIG offers. Identify cross-selling opportunities when talking to customers. Process insurance documentation to ensure all documents are complete and accurate. KEY ORGANIZATIONAL RELATIONSHIPS
- Reports to Ohnward Insurance Group Manager
- Works closely with Insurance group team and customers.
DUTIES AND RESPONSIBILITIESEssential Duties and Responsibilities To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Provide excellent customer service for clients and prospects.
- Process and review insurance documentation to ensure all documents are complete and accurate.
- Communicate with our contracted insurance companies to investigate and effectively solve everyday issues.
- Make insurance changes as requested by customer or agent.
- Develop an understanding of the quoting process and become efficient in quoting insurance products.
- Process payments for customers.
- Gain in-depth and thorough understanding of property & casualty insurance and other insurances.
- Identify cross-selling opportunities when talking to customers.
- File and maintain customer insurance files. The information is personal and confidential.
- Personal information of customers and clients to be treated as confidential and not shared.
- Professionally assist the team with preparation and finalization of documents.
- Develop a thorough understanding of the products OIG offers.
- Continually update job knowledge and learn about new products and services.
- Serve as a back-up for other jobs as necessary.
- Performs other duties as assigned.
SKILLS AND ABILITIES To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.
- Excellent client relationship skills, friendly attitude, communication and interpersonal skills.
- Detail-oriented. Must be organized, accurate, thorough, and able to monitor work for quality.
- Basic working knowledge of insurance.
- Must be organized, accurate, thorough, and able to monitor work for quality.
- Must be able to prioritize and plan work activities as to use time efficiently.
- Must be dependable, able to follow instructions, respond to management direction.
- Ability to obtain Property and Casualty Insurance License.
EDUCATION AND EXPERIENCE
- Associate degree, 2-4 years' experience and/or training; or equivalent combination of education and experience.
- Basic computer knowledge and ability to navigate company websites.
- Familiarity with client data management systems.
BENEFITS Health Insurance Dental Insurance Retirement Plan (401k) 3% Safe Harbor Contribution + Discretionary Contribution 10 Observed Holidays PTO Group Term Life provided Short Term Disability - 100% provided by company Long Term Disability Maternity/Paternity Leave 100% of pay Community Involvement Pay-It-Ohnward Company Giving Program Grilling for Charity Community Donations Thank God Its Monday (TGIM) Company Event Equal Opportunity Employer