top of page
CFG_NovExtras-33.jpg

At Central Financial Group, our clients are family, which is why we take the time to sit down and get to know you and your families needs. It is our goal to create an atmosphere where you feel seen and heard on a personal level. With this level of comfort, we can build a strong and trusted relationship that will last for years to come. 

Join Our
Team

Insurance Agency
Customer Service
Representative

Send Resume to Terese Culbertson at t.culbertson@cfgins.net

​

Or mail resumes to:

Central Financial Group, LC

c/o Terese Culbertson

PO BOX 536            

Algona, IA 50511  

Job Description:

​

The successful candidate for the Insurance Agency Customer Service Representative position will provide varied insurance sales and service support to agents in a fast-paced, demanding environment.

​

Tasks will routinely include, but not be limited to:

  • Learning and working in AMS, an online-based agency management system

  • Clerical work such as answering phones, setting appointments, filing, etc

  • Knowledge and experience with Microsoft Office Word and Excel

  • Proposal preparation

  • Taking customer requests for policy changes and amendments

  • Processing of policy changes and amendments

  • Communicating with insurance carrier partners for direction on problem resolution

  • Quoting of new and renewal insurance policies

  • Receiving claim notifications from clients

  • Filing claims with carriers

  • General support as needed by agent/agency

 

The successful candidate will:

  • Be trained by a team of parent agency staff with industry experience averaging 15+ yrs

  • Have prior insurance experience (preferred but not required)

  • Obtain a Property and Casualty License within 6 months

  • Have the ability to self-manage

  • Have the ability to prioritize

  • Have the ability to multitask

  • Have good problem-solving skills

 

Benefits Include:

  • Subsidized group health insurance

  • Long-term disability insurance

  • Group life insurance

  • Medical and Dependent Flex

  • 401k

  • Voluntary All-State and vision coverage

  • Paid vacation, personal time, and holidays

 

Salary commensurate with experience.

Office located in Algona, Iowa

bottom of page