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Insurance Account Service Representative

Insurance Account Service Representative

Zions BankSalt Lake City, UT, US
30+ days ago
Job type
  • Full-time
Job description

Insurance Account Services Representative

Zions Insurance Agency is a wholly owned subsidiary of Zions Bancorporation, N.A. Zions Bancorporation is one of the nation's premier financial services companies, and Zions Insurance Agency is an independent insurance agency providing risk management solutions with a focus on customer service. Our insurance professionals help assess client needs, navigate the market, and deliver a custom solution. Become a member of our team and see what Zions Insurance Agency can do for your career.

We are currently looking for an Insurance Account Services Representative located in our downtown Salt Lake City, UT location.

Description :

  • Assists customers, departments, and employees by providing insurance-related information, explaining procedures and answering questions.
  • Checks to ensure that appropriate changes were made to resolve customers' problems.
  • Completes contract forms, make administrative changes to clients records and issue service discontinuance orders.
  • Confer with customers to provide information about products and services, takes orders or cancel accounts or claims.
  • Determine charges for services requested, collect deposits or payments and / or arrange for billing.
  • Keep records of customer interactions and transactions, as well as actions taken.
  • Assess validity of complaints and to determine possible causes.
  • Maintain, prepare and reconcile a variety of ledgers, reports and account records; examine and correct accounting transactions to ensure accuracy; prepare and post journal entries, investigation results and any planned adjustments.
  • Perform a variety of general administrative support duties.
  • Establish and maintain complete files and records related to assigned function.
  • Perform related duties and responsibilities as assigned.

Qualifications :

  • Requires a High School degree or equivalent and 1+ years of insurance and banking products, sales, customer service or other directly related experience.
  • Working knowledge of insurance products.
  • Knowledge of various word processing and spreadsheet software.
  • Must have excellent customer service and communications skills.
  • Ability to work with relationship managers and clients as needed.

    • Benefits :

  • Medical, Dental and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
  • Employee Ambassador preferred banking products
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    Insurance Account Representative • Salt Lake City, UT, US