INS/INV DIV CSR 1

Posted 2 Days Ago
Be an Early Applicant
70301, Thibodaux, LA, USA
In-Office
Entry level
Financial Services
The Role
Provides personal lines insurance client service, including processing applications, obtaining quotes, binding policies, handling coverage changes, following up on claims, and processing new and renewal business. The role also requires customer communication, administrative support, cross-training, and possible evening, weekend, meeting, training, or travel participation.
Summary Generated by Built In

Personal Lines Client Services

Riviere Insurance Agency

Reports to:      Ricky Alston, Insurance Sales Agent

Hours:             Monday-Friday 8am- 5pm

 

Essential Duties:

  1. Provide courteous and competent customer service in person, by phone, email or other means.  
  2. Complete and process insurance applications.
  3. Exchange information from customers with insurance carriers in order to obtain quotes from the insurers of terms and premiums, and then bind insurance policies.
  4. Process customers’ requests for changes in coverage.
  5. Follow up on all insurance claims until closed.
  6. Process new and renewal business.
  7. Attend training, meetings and seminars as requested.
  8. Cross train for others’ duties, including switchboard.
  9. Other duties as assigned.

 

 

Qualifications of Job:

  • High School Diploma
  • Customer Services Skills
  • Computer experience with knowledge of Microsoft Office systems
  • Louisiana Property and Casualty Insurance License, either currently held or willing and able to obtain within one year of employment

 

Requirements:

While performing duties, the employee is required to sit, stand, stoop, lift up to 5 pounds & the ability to communicate effectively with others, and may be required to work evenings and/or weekends, attend remote meetings/trainings and/or travel.

 

In the performance of respective task and duties, the employee is expected to conform to the following:

  • Successfully perform quality work within deadlines with or without supervision.
  • Interact professionally with other employees, customers and contacts.
  • Work effectively as a team contributor on all assignments.
  • Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.

 

This job description in no way should be construed as a contract for employment. These job duties may be subject to change at any time due to reasonable accommodation or other reasons. Nothing in this job description restricts management’s rights to assign or reassign duties and responsibilities to the job at any time. 

 

 

Please contact the Human Resource Department if you meet these requirements and wish to be considered for this position. 

 

Skills Required

  • High school diploma
  • Customer service skills
  • Computer experience and knowledge of Microsoft Office systems
  • Louisiana Property and Casualty Insurance License, or willingness and ability to obtain it within one year
  • Ability to communicate effectively with customers, employees, and contacts
  • Ability to complete quality work within deadlines, independently and as part of a team
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The Company
HQ: Houma, LA
83 Employees
Year Founded: 1980

What We Do

South Louisiana Bank is a community financial institution founded in 1980 in Houma, Louisiana. It provides a wide array of banking solutions for individuals and businesses, including checking and savings accounts, personal and business loans, and mortgage lending. Serving communities in Houma, Thibodaux, Baton Rouge, and Lafayette, the bank focuses on providing personalized financial services and local community support.

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