Share Email Opening Title Customer Service Associate  Category Insurance   Description Summary: Provides general office support with a variety of clerical activities and related tasks including answering/directing incoming calls, greeting customers, mail distribution, flow of correspondence, requisition of supplies.  The Customer Service Associate assists with preparation of insurance related packages and documentation in accordance with establishment guidelines and policies by performing the following duties. Essential Duties and Responsibilities:  To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  Essential duties and responsibilities include the following: Open and close reception area of the office. May answer telephones and direct calls to the appropriate associate or voice mailbox when the associate is unavailable.  Will also take and retrieve messages for various personnel. Greets and directs customers. Provides administrative support as necessary (i.e.: calendaring, confirming appointments) Receives, sorts and forwards incoming mail including use of date stamp and scans documents/images to staff in the document center of The Agency Management System (TAM) Coordinates the pick-up and delivery of express mail services (FedEx, UPS, etc.) Assemble mailings of marketing materials, prints mailing labels, invoices, and/or policies, and sends monthly marketing materials to customers. Type and design general correspondences, including sales letters.  Proofreads copy for spelling, grammar, and layout, making appropriate changes.  Responsible for accuracy and clarity of final copy. May collect outgoing mail and prepare it for mailing. Accepts payments from customers and generates receipts in the Agency Management System (TAM); lists payments received for deposit. Updates claim records in TAM Ordering of supplies Process personal lines change requests Updates policy information in TAM by reviewing a daily report May have various administrative accounting duties Other Responsibilities: Perform other related duties as required or assigned that are in the spirit of this job description and position as necessary for the Bank and the Department to function effectively. Supervisory Responsibilities: This job has no supervisory responsibilities Education/Experience: High school diploma or general education degree (GED); three to five years related experience and/or training; or equivalent combination of education and experience. To perform this job successfully, an individual should have solid knowledge of Windows, Microsoft Office, Word Processing software; Spreadsheet software and Database software and the ability to become proficient in the use of the TAM System.   Location Admin Center, Wausau, WI   About the Organization At IncredibleBank, we believe in our employees, our customers, and the impact we make in our communities. When your name is Incredible, it's a lot to live up to! And we feel it. Because of that, we continually look to raise the bar, expect more out of ourselves and each other, break out of "traditional banking," and make our mark in an industry that needs a good shake-up! It's #HowWeIncredible   EOE Statement IncredibleBank is an Equal Opportunity Employer. We will consider applicants for our positions without regard to any category protected by applicable federal, state, or local law, including but not limited to: race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification.   This position is currently not accepting applications. To search for an open position, please go to http://IncredibleBank.appone.com WE ALSO RECOMMEND Other Jobs Within Same Category -- None found -- Other Jobs Within 60 Miles Customer Experience Specialist in Merrill, WI Posted on: 3/26/2024 [Apply Now] Customer Experience Specialist in Wausau, WI Posted on: 3/20/2024 [Apply Now] Customer Experience Specialist in Weston, WI Posted on: 3/25/2024 [Apply Now]

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