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Bankers Insurance/Carter Bank - Danville and Roanoke Virginia insurance agency.
Gene Hayes - Bankers Insurance in Virginia
Gene Hayes CIC
Senior Vice President; Producer
" Helping you understand your insurance needs"

Current Career Opportunities

 


Personal Insurance Customer Service Representative

The person we hire will begin in the Receptionist position for training and licensing(unless already licensed) and then move into a Customer Service representative role.

Essential Duties and Responsibilities of the Receptionist Position are:

Summary: The Receptionist is responsible for giving the first impression of our Agency to the public.

    • Answer telephone
    • Greet Clients
    • Take payments from clients, make change, maintain cash drawer
    • Prepare bank deposits
    • Take bank deposits to bank and take mail to post office
    • Open, sort, and scan mail in to Agency Management System
    • Order supplies
    • Type letters
    • Other duties as requested

Essential Duties and Responsibilities of Personal Insurance Customer Service Representative:

  • Handle and manage accounts effectively on an ongoing basis.
  • Perform customer service and account management responsibilities which include resolving issues related to billing, making changes to the policies and responding to policy coverage related questions in a timely and professional manner in accordance with agency standards and workflows.
  • Responsible for sales of personal insurance products to existing clients.
  • Maintain client files on computer system and use computer system to perform all transactions by keeping up-to-date on agency automation.
  • Respond to requests from clients and companies following our agency standards for timeliness.
  • Maintain proper level of communication and build effective relationships with clients and companies.
  • Keep up-to-date on company web-sites, rates, forms and coverage changes through e-mails and webinars in order to quote, make changes, and cancellations as necessary.
  • Perform all activities relating to the public, clients and companies to avoid issues involving potential errors and omissions.
  • Participate in seminars and other training to maintain required licenses and for knowledge, skill and leadership development, including E & O seminars.
  • Perform other duties as requested.

Education/Experience:

  • Be a self-starter, well-organized and display ability to communicate effectively in person, over the telephone and by email.
  • Detail oriented, able to multi-task and work in busy office environment
  • Demonstrate basic mathematical abilities as well as sales skills.
  • Prior customer service experience required.
  • Ability to deal with conflict and resolve problems
  • Be a team player and display resourcefulness to find win-win solutions for our clients, companies, and Agency.
  • Must possess analytical abilities.
  • Personal commitment to develop insurance knowledge and risk management skills.
  • Computer experience in Microsoft Windows, Microsoft Office Word, Outlook and Excel
  • Personal commitment to obtain knowledge of Personal Insurance coverage and insurance markets and environment.
  • High School Diploma required; Associate Degree or above preferred

 

Certificates and Licenses:

  • Property and Casualty license or obtain within 90 days of employment. Prior insurance experience and Property/Casualty License preferred

To apply send resume and cover letter (optional) to Tondia Holland by email to tholland@bankersinsurance.net or drop off at our office. 515 Memorial Dr. Danville VA 24541.

 

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Carter Bank & Trust
Independent Insurance Agent     Professional Insurance Agents Association of Virginia and D.C.
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Disclaimer: These products are not a deposit, not FDIC insured, not guaranteed by the bank or any Federal agency.