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Premium Finance Receptionist

Peoples Bank
United States, Missouri, Lee's Summit
Jan 24, 2025

Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization.

Job Purpose:

Provides administrative and operational support for Premium Finance division of Peoples Bank providing strong service to agents and insured customers in a timely and accurate manner. Position will be responsible for taking phone calls, process incoming correspondence regarding policy maintenance, acknowledgements, return mail and distributing other customer service requests on paper and electronically to associates.

Job Duties:

  • First in line for telephone inquiries from insurance agents, insurance companies and insured customers regarding premium finance accounts. Properly document call conversation on each specific account.
  • Will provide administrative and operational support for team.
  • Work or distribute paper and electronic inquiries received through customer service queues.
  • Responsible for reviewing, sorting and distributing incoming correspondence which includes policy maintenance and acknowledgements and over-night and returned mail.
  • Will assist in processing and preparing out-going correspondence.
  • Provide backup and assistance to the department as needed.
  • Responsible for the proper handling of confidential and secure information.
  • Will perform special projects as assigned.

Education, Job Skills and Qualifications:

  • High school diploma or equivalent work experience.
  • Excellent interpersonal skills and ability to communicate with customers and internal associates.
  • Strong customer service skills.
  • Organizational skills and ability to prioritize tasks.
  • Strong attention to detail.
  • Strong typing/PC skills including email, MS Word and Excel.
  • Strong teamwork mentality and team performance.

Basic Qualifications:

  • High school diploma or equivalent work experience

Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact
humanresources@pebo.com to ask for an accommodation, alternative application process or other inquires.

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