Client Service Executive - Coverwise Insurance

Description:

CoverWise is looking for a Client Service Executive to join our team. In this position, you will play a crucial role in providing exceptional client service by fielding incoming phone calls, working with walk-in clients, managing claims, and ensuring a smooth and efficient process for our customers. You will be responsible for managing administrative tasks, supporting our account executives, and ensuring timely communication with clients.

Position Details:

• Position Type: Full-time, Nonexempt
• Compensation: $19 - $29 per hour
• Location: On-site, Holdrege, NE

Benefits:

• Fully paid health, vision, and dental insurance for employees
• Matching 401(k)
• Paid Time Off (PTO) and Paid Holidays
• Flexible schedule, family-friendly environment
• Paid Property and Casualty Insurance License (work time and actual costs covered)

Key Responsibilities:

• Field Incoming Phone Calls: Provide a warm and friendly greeting to clients and ensure their questions are addressed promptly.
• Work with Walk-In Clients: Provide support and assistance to clients who visit the office, ensuring a positive and professional experience.
• Monitor Incoming Emails: Manage and respond to client inquiries via email in a timely manner, ensuring that all communication is clear and professional.
• Claims Management: Enter, update, and close claims in a timely manner, ensuring accuracy and compliance with company and industry standards.
• Endorsements and Quotes: Assist account executives by processing endorsements and preparing quotes as needed for clients.
• Special Projects: Provide support for various special projects as requested by leadership, including tasks like mass communications.

Client Communication:

You will be responsible for both verbal and written communication with clients. Approximately 60% of your time will be spent interacting with clients to provide them with assistance, answer questions, and ensure their needs are met.

Team Collaboration:

You will work in a focused, team-oriented environment based in Holdrege, NE. You will interact closely with account executives and other team members to ensure that client needs are met efficiently. Your role will be key in maintaining the flow of day-to-day operations and supporting the success of your colleagues.

Requirements:

• Attention to Detail: This position requires a keen eye for detail, as accuracy is crucial in handling claims, endorsements, and client communication in the insurance industry.
• People Skills: You must be a great conversationalist, comfortable on the phone, and capable of building rapport with clients.
• Drive and Urgency: This role demands someone who is self-motivated and can prioritize tasks with urgency, handling multiple priorities and interruptions effectively.
• Shifting Focus: You will need to be comfortable shifting focus throughout the day and managing a variety of tasks.
• Core Value Alignment: All employees must align with CoverWise’s core values: Driven, Growth, and Trust. This role demands someone who is self-motivated, desires to grow and improve, and has high character.

Preferred Experience:

• Licensed in Property and Casualty Insurance: Having a property and casualty insurance license prior to working with CoverWise would expedite job training, though it is not required.
• Previous Work Experience: Previous experience working in an insurance agency, a high-volume customer service position, or an administrative position is preferred, though not required.
• Epic AMS Experience: Familiarity with Epic AMS or similar management systems is preferred, but not required.

About Us:

We are a family-owned independent insurance agency that’s served our clients well for nearly a century. Previously Lundeen Isaacson Insurance, current principle Dakotah Hueftle purchased the agency from Bob Isaacson in 2021 and it was renamed to CoverWise in 2024. Proud to call Holdrege, Nebraska home, we serve as a trusted insurance provider to customers locally, statewide, and beyond with a wide variety of insurance options uniquely tailored to individuals, businesses, and farms.

At CoverWise, we take great pride in fostering an environment where every team member contributes to and embodies our core values, purpose, and brand promises. These standards define how we work, interact with one another, and serve our clients every day:

Our Core Values

All CoverWise employees are expected to exemplify these values in their work and interactions:

• Driven: Self motivated, initiates action with tenacity. Solves issues with passion and perseverance toward long-range goals.
• Growth: Relentlessly pursue growth, not satisfied with being average. Life-long learner in pursuit of excellence.
• Trust: Earn trust by following through and doing what you say you will do, keeping team members, customers, and the company's best interests in mind.

Our Purpose

We believe in Maximizing People and Multiplying Impact. This means leveraging the unique abilities God has given us and being responsible stewards of everything entrusted to us. Our work is not just about insurance; it’s about taking care of what matters most to our clients, team, and community.

Candor

We value openness and honesty in all interactions. Candor means caring personally while challenging directly. We encourage a culture where employees can communicate authentically, share ideas freely, and approach challenges with both courage and compassion.

Brand Promises

Our commitments to customers are clear and non-negotiable. Every CoverWise employee is responsible for upholding these promises in order to ensure every client feels treated like a S.T.A.R.

• S.erved: We are here to serve you, not sell you
• T.aken Care Of: With our proactive communication, you won’t feel forgotten
• A.ppreciated:You could have taken your business anywhere and you chose us. Thank you!
• R.epresented: You never have to question whose side we are on

By joining CoverWise, you’re not just taking on a role—you’re becoming part of a team that’s committed to these principles in every aspect of our work.