Personal Lines Customer Service Representative (CSR) at Maps Credit Union in Salem, Oregon

Job Description:

Maps Credit Union


Description:

Company Overview:

At Maps Insurance, we encourage a fun and growth-oriented company culture. Our commitment to client satisfaction and employee excellence extends beyond professional development to include personal growth, career opportunities, and focus on a rewarding work-life balance. We believe that when our team members collaborate and thrive, the success of our insurance agency follows. Here's a little of what you can expect from our culture:

1. Personal and Professional Growth

• We actively encourage skill development, paid industry training, and upward professional growth opportunities within our agency.

2. Commitment to Learning

• Learning should be fun, with purpose, and a destination in mind. We expect our team to commit to learning both personally and professionally.

3. Work-Life Balance

• While we work hard, we also recognize the importance of balance. Our team typically puts in around forty hours per week, but also enjoys weeks of vacation days and ten extra holiday days off, allowing team members to recharge and maintain that healthy work-life balance.

4. Collaborative Team Environment

• We're not just colleagues; we're a team. Collaboration, mutual respect, and support define our interactions. Expect to work closely with others, share ideas, and celebrate collective achievements.

5. Service-Oriented Mindset

• Serving one another is at the core of our culture. Whether assisting a colleague or going the extra mile for a client, we prioritize teamwork. We believe that when we serve each other, we elevate the entire organization.

Position Summary:

As a Personal Lines Customer Service Representative, you'll play a vital role in ensuring our clients receive outstanding service. You'll handle inquiries, assist with policy-related questions, and maintain strong relationships with existing clients. Your attention to detail and problem-solving skills will contribute to our agency's success.

Responsibilities:

Answering Phones:

• Professionally handle incoming calls, addressing client inquiries and concerns.
• Warm-transfer calls when necessary and actively seek solutions.

Service Existing Business:

• Assist existing clients with policy-related needs (billing, claims, service questions).
• Maintain ongoing communication during policy changes.

Renewal Management:

• Ensure timely renewal processing.
• Communicate necessary requotes to producers.

Client Quoting:

• Call and email warm leads to request quote information.
• Share completed quote sheet with insurance producers.

Complete the Sale:

• Obtain signatures and collect payments.
• Identify additional opportunities for the team.

Post-Sale Process:

• Enter policies into the management system.
• Provide necessary documentation to third parties.

Education / Professional Development:

• Stay updated on industry trends, licensing, and certifications.

Requirements:

Qualifications:

• High school diploma or equivalent
• 1 Year Experience in Property and Casualty Insurance (not required, but preferred)
• Excellent communication skills
• Detail-oriented and customer-focused!
• Proficiency in Microsoft Office Suite

If you're ready to contribute to our team's success, apply now and be part of our client-focused agency!

Starting Non-Exempt Pay Range: $24.21 – $26.91 per hour, plus agency profit share.

Typical Schedule is Monday – Friday, 8:30 AM – 5:30 PM.

To show our appreciation to employees, we offer:

• Medical, Dental, and Vision Insurance
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSA)
• Employer-paid Life Insurance
• Employer-paid Short-Term and Long-Term Disability Insurance
• 401(k) retirement plan with employer matching
• Generous paid time off, starting at 12 hours per month
• 10 paid holidays per year
• 24 hours of paid volunteer time per year
• Employee Assistance Program
• Student loan paydown program
• Employee loan discount program
• Wellness incentives

Why our staff are proud to work here:

• We provide financial education for youth and adults
• We provide grants to teachers in the valley
• We offer scholarships for local high school seniors headed to college

About Us:

Maps Insurance is an independent agency owned by Maps Credit Union. We offer personal and commercial insurance to Credit Union members, non-members and clients all over the Pacific Northwest. As the premier independent insurance agency in Salem, Oregon, we provide broker services, offering quotes and underwriting policies with nearly a dozen regional and national carriers. In partnership with the Credit Union, we have a consistent flow of relationship-based referrals and a fun and collaborative environment where the insurance team works together to provide exceptional service and shops the market to find the ideal coverage and price for our clients.

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

Equal employment opportunity, including veterans and individuals with disabilities.

PI266577531

Apply Now