At Insure Forward, our greatest asset is our employees. Working for a widely respected company with a rich tradition, in an atmosphere of enthusiasm, positivity, with a culture grounded in teamwork focused on the future is what can be expected at Bank Forward…It’s Simply the Forward Way!

Compensation Range: $20.00-$25.00, depending on experience.

Benefits: Health (Traditional and High-Deductible plan options), Dental, Vision, Medical & Dependent Care FSA, HSA, 401k, Company paid Life and Long-term Disability Insurance, Voluntary paid benefits, Paid Time Off, Holidays, Extended Medical Absence Leave, and Employee Stock Ownership!

Work Hours: Full-time; Monday-Friday, 8:00am-5:00pm.

Skills / Requirements / Qualifications:

• Promptly greets and directs clients and responds to customer requests/ inquiries.

• Distributes incoming mail and faxes.

• Establishes and maintains confidential files and records.

• Prepares letters, memos and reports and processes paperwork related to agency activities.

• Accurately performs data entry, runs MVR’s and develops policies for mailing.

• Assists with policy and endorsement processing.

• Maintains new and renewal business.

• Identifies customer needs and provides products and services to meet needs.

• Fields customer requests involving insurance policies.

• Maintains company specific rates and forms manual for carriers that do not support that information online.

• Reviews all downloaded activity from carriers for accuracy and handles invoicing for transactions.

• Ensures accuracy of all company produced documents and secures corrections on incorrect items.

• Efficiently processes renewals, endorsements, change requests, claims, and deposit premiums.

• Complies with applicable banking and insurance laws and regulations.

• Must be licensed in Property/Casualty and/or Life/Health insurance within six months of hire date. Must obtain and maintain CPIA certification.

• Position requires a degree in business or the equivalent in prior insurance work experience.

Equal Opportunity Employer.