Job Description
Are you looking for a role where you can make a difference with a company that values service? At Security National Bank, if there is one belief we hold together as a team, it's that everything matters.From the words we say, to the way we dress, to the decisions we make and the actions we take - every single thing we do matters.Why?Because we recognize the inherent value of each individual, and the potential of what each person can become.We realize every one of life's interactions is an opportunity to help someone reach that potential.This is why we treat even the smallest details of life and banking with careful thought and attention.If you aspire to do the same, we'd like you to advance your career with us at SNB.
As an Insurance Assistant, you will play a vital role by delivering essential administrative and servicing support. You will follow established billing procedures for agency-billed accounts, meticulously tracking Accounts Receivables and reporting on them. You will also be responsible for setting up policies for delivery to clients, filing claims with carriers and conducting appropriate follow-ups, along with submitting endorsements to carriers and managing timely invoicing. In addition to these tasks, you will assist in the sale and service of new and renewal business.
Service matters. At the heart of our Insurance Agency, exceptional service is not just a goal; it's our foundation. Every interaction with our clients shapes their experience and reflects our commitment to their well-being. Join us in making a meaningful impact in the lives of our clients through dedicated service and teamwork.
KEY RESPONSIBILITIES: - Use accounting system for daily reports, processing endorsements, invoicing of customers, and posting of payments.
- Follow established billing procedure and track Accounts Receivables.
- Policy set up for delivery to clients.
- Filing and scanning of documents.
- Filing claims with carriers and follow up to ensure processing.
- Answers phones, assists walk-in customers, and other duties as assigned.
EDUCATION AND EXPERIENCE: - High school diploma or equivalent
- 2 years professional office experience
- Insurance license required within 12 months of hire in personal lines and/or health insurance
- Accuracy and meticulous attention to detail required
- Excellent oral, written, and interpersonal communication skills
- Ability to navigate multiple computer systems and programs with working knowledge of Word and Excel
- Ability to manage multiple requests simultaneously, meet deadlines, and show flexibility to change direction when needed
- Team-oriented and the ability to work collaboratively across all levels of the organization
- Service-oriented, polite, and respectful
- Advanced problem-solving and analytical skills
- Ability to take direction and instruction and follow through independently until project completion
HOURS: Regular business hours, Monday through Friday.
BENEFITS: We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.
ABOUT SECURITY NATIONAL BANK: Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection.These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis - and emerge as the region's most established and trustworthy locally owned bank.We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain.To this day, we believe that doing what's right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.
Security National Bank is an Equal Opportunity, Affirmative Action Employer.Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.
LEARN MORE: LOCATION: Mapleton, IA
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) SNB
Job Tags
Temporary work, For contractors, Monday to Friday,