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Insurance Customer Service & Claims Representative

Job Description - Insurance Customer Service & Claims Representative



The Role


This position plays a vital role in delivering outstanding service to our clients while supporting agency operations. This position assists customers with policy servicing, claims processing, account maintenance, and insurance-related inquiries while helping contribute to the overall success of the agency.


Insurance license is required, but you will have the opportunity to obtain once you join the team at Town & Country Insurance.


Key Responsibilities



  • Serve and assist walk-in and call-in clients with professionalism and efficiency.

  • Process and manage insurance claims, including communication with clients, adjusters, and insurance carriers.

  • Maintain accurate claim files and client activity records.

  • Assist clients with policy changes, endorsements, renewals, reinstatements, and amendments.

  • Quote new insurance business and re-quote existing clients as needed.

  • Enter premium information and maintain accurate records in the agency management system.

  • Assist with policy processing and administrative support functions.

  • Collaborate with agency staff to provide exceptional customer service and promote a team-oriented environment.

  • Maintain proper documentation and compliance standards.

  • Perform other duties as assigned.


Qualifications



  • High school diploma or GED required.

  • Associate degree in Business or a related field preferred.

  • Previous customer service, insurance, banking, or office experience is preferred but not required.

  • Ability to obtain required Iowa insurance licenses.

  • Strong verbal and written communication skills.

  • Excellent organizational and problem-solving abilities.

  • Strong attention to detail and accuracy.

  • Basic math and accounting skills.

  • Ability to work independently while contributing to a team environment.

  • Proficiency with computers, Microsoft Office applications, email, and internet-based systems.


What We Offer



  • Competitive compensation and benefit package

  • Comprehensive training and professional development opportunities

  • Ongoing education and licensing support

  • Opportunity for career growth within a respected and growing organization

  • Five day work week

  • 401(k) matching

  • Generous paid time off

  • Wellness reimbursement

  • Stable, community-focused company with a strong reputation throughout Iowa


Why Town & Country Insurance?


At Town & Country Insurance, we believe insurance is about people, not policies. As a Trusted Choice agency, we are committed to providing personalized service, competitive insurance solutions, and advocacy for our clients. We invest in our employees through training, continuing education, and opportunities for professional growth.


If you enjoy helping people, solving problems, and working in a collaborative environment, we'd love to hear from you.


Explore more reasons to join Town & Country Insurance by visiting our website at www.tcins.com


First State Bank/Town & Country Insurance Agency is an EO Employer - Vets/Disabled





Job Type: Full-time




Benefits:



  • 401(k)

  • 401(k) matching

  • Dental insurance

  • Health insurance

  • Paid time off




Work Location: In person


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About the Company

First State Bank/town And Country Career

First State Bank Iowa is a locally owned, community bank offering personal banking, home mortgage loans, business banking & Ag lending services in Central Iowa.

Read more about the company

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