16 days old


Capital Federal Savings Bank
Overland Park, KS
  • Job Code

20% Aids and assists customers, as necessary, with questions or problems and promotes agency goodwill.

15% Receives, records, and follows up on customer claim statements. Obtains accident reports, police report numbers

(as appropriate), and types the Liability Accident Notice or Property Loss Notice. Reviews insurance policies and/or

the customer understands the specific exclusions that may affect the present claim. Advises customer of State

requirement to file accident report form with State and assist if necessary. Sends Demand Letter to other party if

customer is not at fault. Obtains repair or replacement cost statements and provides all claims information to

appropriate insurance company.

15% Receives and records all customer information necessary to prepare application for, but not limited to, homeowners,

personal liability, automobile, inland marine, homeowners, personal liability, automobile, inland marine, motor home

or other personal vehicles and business owners policies. Enters all such information on agency and company

computer terminals.

10% Types (or dictates) general correspondence and maintains correspondence files, suspenses and x-dates.

10% Prepares agency billings when carrier does not bill direct. Reviews policy expiration notices and follows up on nonrenewed

policies. Contacts customer on Notices of Cancellation and makes maximum effort to insure policies

remain in-force with the Agency.

10% Types binders and applications for insurance, and bills customers for initial payment.

10% Actively cross-sells additional policies on existing house accounts, asks for referrals, solicits new business, and

refers producer accounts to the originating agent for cross-sells solicitation.

Must comply with current applicable laws, regulations and bank policies and procedures.

Sponsored by:
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Sponsored by:
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Overland Park, KS

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Overland Park, KS

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