Valley Agencies

Bayport, MN

Job Title:
Customer Service Rep/Agent

Valley Agencies is an independent insurance agency that has been serving the St. Croix Valley and surrounding communities since 1914. Valley Agencies puts your best interest first, when it comes to protecting what matters to you most. We take the time to get to know you and/or your business to design an insurance program specifically for you. Our mission: is to build lasting relationships earning your business by insuring you the right way. Valley Agencies puts your best interests first to protect what matters most to you. Our Vision: We aim to be the preferred partner for individuals, families, nonprofits, and businesses who seek a skillful team for their financial journey. Our Values: We lead with integrity while being engaging, curious, and helpful as we collaborate to guide our clients through their financial journey.

This key customer contact position must deliver outstanding customer service to all clients and other Valley Agencies and First State Bank and Trust employees. There is heavy contact with these individuals to service and grow the agency’s business while addressing needs and questions and processing the position’s work. The person in this position will be responsible for: 1) Screening and responding to calls, voicemails, correspondence, emails, and faxes while understanding priorities and taking appropriate action. 2) Working closely with clients to understand and resolve their information, servicing, and insurance needs. 3) Recommending the appropriate insurance products and services based on a client’s identified insurance needs and cross-selling/referring other useful financial products and services to these clients based on additional uncovered needs. 4) Processing new business, endorsements, renewals, billings, binders, certificates, and claims. 5) Answering insurance company inquiries. 6) Solving problems. 7) Communicating accurately and professionally in a positive and friendly manner. 8) Composing correspondence for self and others using knowledge of various issues. 9) Designing and producing presentation materials as needed. 10) Filing, preparing, and tracking client contact information. 11) Coordinating the production and distribution of a variety of reports. 12) Providing general administrative support, including copying, mailing, faxing, filing, and scanning. 13) Ensuring proper organization, retrieval, and storage of online files. 14) Responding to requests for information from producers, including locating files, marketing materials, phone numbers, and miscellaneous information. 15) Providing backup to other CSRs during absences and periods of peak workload. 16) Maintaining property-casualty and life-health licenses. 17) Adhering to continuing education requirements. 18) Keeping abreast of new products, sales techniques, and industry changes 19) Performing other related duties as directed. Schedule: Monday - Friday 8 a.m. - 4:30 p.m.

Requirements · High School graduate or equivalent work experience. · Licensed insurance agent, all lines, or able to become licensed within 30 days. · Prior experience working for an Independent Insurance Agency. · Prior experience servicing both Personal and Commercial lines of insurance. · Strong math skills. · Previous customer service experience · Dependable. · Strong interpersonal and customer relations skills. · Friendly, outgoing communication style. Ability to communicate clearly with customers. · Persuasive selling style. · Excellent verbal communication skills. · Solid written communication skills. · Analytical and problem-solving skills. · Strong organizational skills. · Strong Computer keyboarding skills. · Intermediate Microsoft Office Outlook and Word experience and strong computer skills. · Ability to develop and maintain a cooperative and harmonious relationship with various people. Team player · Ability to provide accurate, high-quality work. Detail-oriented. · Ability to respond to requests effectively and efficiently. · Ability to multi-task. · Confidential. Preferred Knowledge, Skills, and Experience: · Some college or vocational education with a business emphasis in the financial services industry is a plus. · Property-casualty and life-health insurance license. · Prior AMS experience is a plus.


How to Apply: