| General Responsibilities |
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Providing excellent customer service to our customers by answering phones, filing, processing incoming/outgoing mail, documenting transactions, and preparing routine correspondence. Serves as a liaison between agent and home office staff. |
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| Daily Duties (Essential) |
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Service customers by answering phones, taking messages, logging contacts, accepting payments, discussing billing issues, obtaining claim information and processing membership dues in a timely and accurate manner. |
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Maintain files and record systems. |
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Process all incoming/outgoing mail, e-mail and faxes. |
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Prepare timely responses to routine correspondence on e-mail or MS Word. |
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Record all financial transactions according to established company procedures including receipts, transmittals and other appropriate documentation. |
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Prepare and send transmittals as required by company procedure. |
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Maintain daily bring-up system and print Agent reports. |
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Perform scheduled software updates or within three working days of delivery, and perform daily computer back up. |
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On a routine basis, complete all necessary steps to prepare customer quotes/proposals and policy changes, including: acquiring all relevant information, responding to customer, resolving outstanding concerns and follow up. |
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Serve as liaison between underwriting team, customer, and/or agent to successfully resolve questions. |
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| Daily Duties (Non-Essential) |
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Act as Farm Bureau County Secretary in performing general administrative tasks if required. |
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Maintain and order supplies as needed. |
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| Other Duties Essential |
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Assist DSM and DSMA as requested on general administrative issues and special projects. |
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Maintain filing system for active, cancelled, lapsed and claims files according to company procedures on a routine basis. |
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Assist as needed with special projects and other duties as assigned. |
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Attend company training schools as approved by supervisor. |
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Compile agent production reports. |
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| Machines & Equipment Involved |
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Computer, multi-line telephone system, fax machine, copier, typewriter, postage scale. |
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| Software Required |
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Windows, Microsoft Word, Internet browsers. |
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All current CFBMIC field operating programs. |
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| Experience Required |
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Minimum 6 months of customers service experience, including direct customer contact and highly developed customer service skills, required. |
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Minimum 1 year of basic clerical skills in an office setting, including answering phones and demonstrated skills using MS Windows and Word, required. |
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At least 6 months of experience with CFBMIC or 1 year of experience in a comparable P&C insurance environment preferred. Basic knowledge of insurance terms and meanings preferred. |
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Previous experience preparing and delivering customer quotes preferred. |
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P&C Licensed preferred. |
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| Other Job Requirements |
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Capable of performing multiple tasks on a daily basis. |
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Ability to travel to company schools/training required as needed. |
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Ability to maintain confidentiality in all customer related functions. |
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Bilingual skills are preferred for certain offices based on operational needs. |
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| Education |
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High School diploma or equivalent required. |
