Career Opportunities

Our fast-growing Independent Insurance Agency is always looking for talented Licensed Insurance Professionals.

Licensed Insurance Customer Service Representative - The Canopy Group. Belle Plaine, Le Sueur, Minnetonka
Job Summary: The Insurance Customer Service Representative will assist our clients with service inquiries, and cross-sell additional lines of personal insurance to existing clients. The position requires superior phone and interpersonal communication skills, exceptional listening, and prior success in servicing clients on personal lines of insurance.

Essential Duties:

  • Receive inbound calls to assist insureds with inquiries while making changes to policies as needed, documenting in our agency management system

  • Place outbound calls to complete research and follow up activity and conduct annual account review

  • Communicate with current and potential clients, providing information, answering questions and resolving concerns

  • Processing policy transactions

  • Identify opportunities to up-sell coverage and seek cross sell opportunities

  • Prepare insurance proposals through rating new business and expiring policies

  • Assist clients in submitting loss notices and maintain follow up to ensure timely claims settlement

  • Compile and update client database

  • Maintain orderly electronic files and information, following agency procedures regarding customer interactions and transactions, documenting details of conversations, as well as actions taken.  Setting suspense for those situations where it is needed.

  • Make sure all new business payments are submitted to the carrier for processing and policies have been issued and successfully downloaded into agency management system

  • Process payments

  • Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions

  • Assist agents with additional activities as assigned to achieve office growth and retention

  • Attend required training and continuing education programs

 

Job Specifications: Have strong attention to detail, effective at time management/prioritization/multi-tasking. Have strong oral and written communication skills.

Job Qualifications:

  • Property and Casualty Insurance license

  • HS Degree or equivalent

  • Advanced knowledge of Microsoft Office software and Web-based Technology

  • Excellent spelling and grammar; outstanding verbal and written communication skills

  • Prior insurance office experience

Job Type:

  • Full Time. Monday - Friday 8:30am - 5:00pm

Benefits:

  • PTO

  • Holiday

  • 401(k)

  • 401(k) matching

  • Medical Insurance

  • Dental Insurance

Renewal Specialist - The Canopy Group, Le Sueur, MN

Job Responsibilities include:

  • Assist execution of client renewal process

  • Conduct ongoing client communication campaigns

  • Manage Front Desk as needed

  • Updating client management system

  • Rerun quotes with management system

  • Work with Producers to conduct annual reviews

  • Work with clients on annual reviews

  • Issues ID cards and certificates

  • Assist with mailings

  • Attach policies or endorsements to client files

  • Other tasks as assigned (i.e.: Letters and emails from CSR’s)

Qualifications:

  • Strong oral and written communication skills

  • Detail oriented with the ability to prioritize and multi-task

  • Excellent customer service skills

  • Computer fluency with Outlook, Microsoft Office, Excel

  • Professional phone etiquette

Education:

  • High School Diploma or GED equivalent (required)

Experience:

  • Computer skills: 2 years

  • Office administrative skills: 2 years

  • Microsoft Office proficient

Job Type:

  • Full-Time Monday - Friday, 8:30am – 5:00pm

Benefits:

  • PTO

  • Holiday

  • 401(k)

  • 401(k) matching

  • Medical Insurance

  • Dental Insurance

New Business Processor - The Canopy Group, Belle Plaine, MN

Job Summary: Assist new clients with completing necessary paperwork to become clients of The Canopy Group.

Job Responsibilities:

  • Communicate with current and potential clients, providing information, answering questions, and resolving concerns

  • Processing policy transactions

  • Maintain orderly electronic files and information, following agency procedures regarding customer interactions and transactions, documenting details of conversations, as well as actions taken. 

  • Confirm all new business payments are submitted to the carrier for processing and policies have been issued and successfully downloaded into agency management system

  • Process payments

  • Assist agents with additional activities as assigned to achieve office growth and retention

Job Qualifications

  • Strong attention to detail, effective at time management/prioritization/multi-tasking.

  • Strong oral and written communication skills.

  • HS Degree or equivalent

  • Advanced knowledge of Microsoft Office software and Web-based Technology

Job Type:

  • Part-Time

  • 8:30am – 3:00pm, Monday, Wednesday & Friday

Benefits:

  • Holiday Pay

  • PTO

If you’re interested in a Career at The Canopy Group, please submit your resume.