About this role
Responsibilities:
- Works closely with customers and discusses our discounts.
- Resolves issues about any of our discounts or programs.
- Reaches out to customers and sets appointments.
- Cross-sells to our customers with regards to the Multi-Line discount.
- Handles incoming calls and answers any questions.
- Collects payments and makes policy changes.
- Sets up bill accounts and works on other simple billing requests.
- Submits claims paperwork that is requested by the claims representatives.
- Provides proof of insurance documents that are requested by clients.
- May assist with INFB Health Plans.
- Any additional duties assigned by management.
Requirements for Success:
- High school diploma or GED equivalent.
- 3 years of customer service experience, insurance experience preferred.
- Property & Casualty insurance license required or must be able to obtain this license within a year.
- Working knowledge of Farm Bureau discounts and programs or ability to learn this information quickly.
- Ability to communicate with a variety of audiences.
- Strong time management and problem-solving skills.
- Strong attention to detail and accuracy.
- Ability to interact professionally with our internal and external clients.
- Proficient in using Android and Apple phones.
- Ability to have patience and understanding in guiding customers through technology.
IFBI Perks:
- An organization that values work/life balance
- Paid vacation/sick leave
- 401(k) with match
- Fulltime with a Monday - Friday schedule
- Potential for a yearly bonus with a possible payout of up to 20% of the salary
- Contests and incentives
- Benefits eligibility within 30 days of employment
- Negotiable pay based on level of experience
- Collaborate in a team environment
- Paid volunteer hours
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