Insurance Service Analyst II

Job Summary

Providing exceptional service to customers from commercial and farm product lines, the full-time Insurance Service Analyst II will manage complex inquiries through various communication channels while supporting cross-selling and up-selling efforts in a remote work environment.

Key Responsibilities:

• Handles complex inbound customer inquiries via phone, email, chat, and text regarding insurance products and policies
• Provides proactive guidance and consultation to customers and agents, anticipating future needs and ensuring customer retention
• Completes follow-up work to process updates efficiently while navigating multiple computer systems to enhance the customer experience

Required Qualifications:

• High school diploma or comparable education; some undergraduate studies preferred
• Two years of insurance experience
• Proficiency in various systems including Passport, Flex Billing, and Microsoft Outlook
• Understanding of insurance and customer service concepts, with full cross-training on all products
• Ability to obtain required state licenses and complete continuing education as mandated