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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.

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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

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ADDRESS

111 East Call Street

P.O. Box 536

Algona, IA 50511

CONTACT

Tel: (515) 295-7748
Fax: (515) 295-3917

HOURS

Mon-Fri: 8:00 AM - 4:00 PM

Sat-Sun: By Appointment

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

PLEASE NOTE: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.  
This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NV, NY, OK, OR, PA, SD, TN, TX, UT, VA, VT, WA, WI, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced.   We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. *Individual is not affiliated with Osaic Wealth, Inc. **Fixed insurance only.

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