Demo

Insurance Agency Client Services Associate

Gate City Bank
Fargo, ND Full Time
POSTED ON 2/25/2025 CLOSED ON 4/25/2025

What are the responsibilities and job description for the Insurance Agency Client Services Associate position at Gate City Bank?

Location

Fargo Corporate Office

Job Description:

Join Our Team as an Insurance Agency Client Services Associate at Gate City Bank!

At Gate City Bank, we're not just looking for team members - we're looking for people who share our commitment to excellence and innovation. We believe our investment in top talent sets us apart and ensures our customer receive the best customer service experience possible.

Why You'll Love Working Here:

  • Competitive Pay
  • Comprehensive Benefits:
    • All full-time team members, and qualified part-time team members are eligible for a variety of benefits, including, but not limited to:
      • Medical, dental, and vision insurance options.
      • 401(k) with dollar for dollar match up to 6%.
      • Paid Time Off and wellness benefits.
      • Additional compensation opportunities, including quarterly incentives.
      • All other benefits can be located at gatecity.bank/careers.
  • Location: Based out of our Corporate Office on-site in Fargo, North Dakota.

Why Gate City Bank?

At Gate City Bank, we're more than just a financial institution - we're a community-focused organization dedicated to leaving a positive impact. Gate City Bank empowers our team members to live out our mission. Here's why you'll love working with us:

  • Make a Difference: We believe in giving back to our community through our Acts of Kindness including volunteerism and philanthropic giving. When you work with us, you're part of something bigger than banking - you're part of a movement to create positive change.
  • Customer Obsession: Our customers are at the heart of everything we do. We're committed to consistently listening to their needs and exceeding their expectations with personalized experiences that delight and enhance their lives.
  • Be a Leader: Integrity, honesty, and financial leadership are the cornerstones of our organization. As a member of our team, you'll have the opportunity to lead with integrity and contribute to our competitive products, services, and experiences.
  • Embrace Innovation: We foster a culture of innovation where curiosity is encouraged, and creativity is celebrated. As a data-guru mindset cultivator, you'll have the chance to challenge the status quo, experiment with new ideas, and drive positive change that supports our bank's goals.
  • Sense of Urgency: In today's fast-paced world, acting with a sense of urgency is crucial. At Gate City Bank, we proactively initiate positive change to remain a financial leader in our industry, and we're looking for individuals who share our commitment to making a difference.
  • Commitment to Compliance: We hold ourselves to the highest standards of compliance and governance in everything we do. When you join our team, you'll be accountable for upholding these standards and contributing to a culture of excellence.

Job Responsibilities:

  • Must be detail-oriented; provide excellent service by processing changes maintaining a high degree of accuracy and timely manner.
  • Able to answer service questions including, but not limited to, coverages, billing, renewal offers, endorsements, cancellations, and claims regarding personal and commercial insurance.
  • Maintain all licenses and registrations in good standing and complete all necessary continuing education requirements.
  • Develop insurance renewal proposals in an accurate and efficient manner for customer.
  • Maintain a good working relationship with team members of Gate City Insurance Agency (the Agency).
  • Maintain a good working relationship with personnel from the insurance carriers. Such insurance carrier personnel include but not be limited to individuals in underwriting, claims, and billing departments.
  • Maintain communication with customers via phone, including responding promptly to account inquiries, answering insurance related questions, and proactively reaching out regarding time sensitive account matters for personal and commercial insurance.
  • Assist with the coordination of training events and marketing items as needed.
  • Exhibit 'Brilliant at the Basics' customer service skills and the ability to develop and maintain productive relationships with colleagues, management, and clients.
  • In order to provide expected levels of service to Gate City Insurance customers, co-workers, and vendors, prompt and reliable attendance is an essential function of this position.
  • Must comply with all Gate City Bank policies, procedures, applicable laws, and regulations.
  • Understand the coverage differences for each insurance carrier regarding personal and commercial insurance to prepare the optimal insurance proposal for the Insurance Advisor to present to the customer.

Qualifications:

To succeed in this role, you'll need:

  • High School Diploma or Equivalent required
  • Associate Degree preferred
  • 2 years of previous insurance experience and/or related experience; or equivalent combination of education and experience.
  • Applicable insurance licenses are required or ability to obtain within 60 days of employment if not active at time of hire. Separation of employment occurs resulting from a total of three failed testing exams.

Discover the Gate City Difference:

At Gate City Bank, we're more than just a workplace-we're a community. Join us in our mission to provide a "Better Way of Life" for our customers, communities, and team members. Let's make an impact together.

Apply Now and Start Your Exciting Career Today!

EOE/including Disability/Vets

Member FDIC


EOE/Vets/Disability

 

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