What are the responsibilities and job description for the Commercial Policy Administrator position at Farm Bureau Financial Services?
Are you highly detail-oriented, self-motivated, and eager to grow in a long-term career? Do you thrive in a fast-paced, client-focused environment? If so, we want YOU to join our dynamic insurance team!
This role offers a unique blend of client account management, administrative support, and sales prospecting.
Key Responsibilities:
- Client & Policy Management – Handle client communications, process policy changes, manage COIs, and assist with billing inquiries.
- Sales & Renewals – Schedule and prepare for annual client reviews, manage follow-ups, and handle lower-level policy reviews.
- Administrative Support – Organize calendars, schedule meetings, track policy changes, and manage paperwork.
- Marketing & Outreach – Manage social media, client engagement, and appreciation events.
- Prospecting & Scheduling – Keep the producer’s calendar full with new business appointments and cross-sell life insurance, wealth management, and personal lines.
Ideal Candidate Attributes:
- Highly organized, detail-oriented, and proactive
- Strong problem-solver with excellent follow-through
- Personable and professional in client interactions
- A team player with a growth mindset
Requirements:
- Tech-savvy – Proficient in email, CRM systems, Excel, and basic math
- Experience preferred, not required – Prior administrative experience is a plus
- Organized & client-focused – Task-oriented with strong discipline and professionalism
- High integrity & service-minded – Committed to helping clients and the team succeed
- Must pass a background check and be willing to obtain a Property & Casualty Insurance license
Why Join Us?
- Growth & Advancement – Long-term career opportunity with significant earning potential, a clear path for progression, and the chance to manage a substantial client portfolio over time.
- Stability & Opportunity – Be part of a growing, reputable insurance team
- Supportive & Engaging Team – Work in an environment where your hard work is valued
No insurance experience? No problem. If you're organized, motivated, and eager to learn, we’ll help you gain the knowledge you need to succeed.
Ready to build your career with us? Apply today.
Job Type: Full-time
Pay: From $50,000.00 per year
Benefits:
- Flexible schedule
- Paid time off
Supplemental Pay:
- Bonus opportunities
- Commission pay
License/Certification:
- Property & Casualty License (Preferred)
Ability to Commute:
- Layton, UT 84041 (Required)
Ability to Relocate:
- Layton, UT 84041: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000
