Customer Service Agent


Conduct annual reviews with existing clients and offer additional products as needed.  Process applications, changes and related forms.  Prepare and present quotes.  Accept and document customer payments.    Maintain client files and record all transactions.  Report claims and track resolutions. Prepare and oversee individual client’s insurance portfolios.


Equivalent to a high school education minimum.  One –two years post-secondary education in business or insurance experience preferred.  Must hold a valid driver’s license.  Must obtain insurance license and maintain continuing education hours meeting the State Insurance Department requirements if license is not currently held.   Attention to detail, strong math aptitude, verbal and written communication skills are necessary.  Working knowledge of computers.  Ability to interact effectively with other bank personnel, management and co-workers.  Ability to work in a team environment and also independently.  Coordinate multiple tasks and organize projects.  Sound judgment, courtesy, tact and diplomacy.  Ability to deliver unmatched customer service.


  • Vacation and Paid Time off Days
  • Paid Holidays
  • Retirement plan contribution
  • Life Insurance and Long-Term Disability Insurance
  • Health, Dental & Vision Insurance
  • Career growth potential
  • Bonus programs
  • Family atmosphere