Insurance Customer Service Rep

This position provides office and clerical support for County Farm Bureau activities, member services related to the issuance and maintenance of membership benefits and insurance policies, and additional duties as directed that may be performed by a licensed Insurance Service Representative. 

Major Job Responsibilities and Authority:

Assist in promoting and executing core County Farm Bureau purpose activities. Place high priority in assisting the CFB President and Board members with duties related to the promotion of agriculture including Board activities and general office and clerical support as directed.

Provide prompt, professional member/customer service in office, via telephone and other electronic means; updating member data and documenting each contact within the Customer Relationship Management system.

Assist applicant with membership application, create new membership in MIRA, process payment and file documentation electronically.

Process membership changes as requested and file documentation electronically.

Ability to assist in the production of new business insurance quotes when necessary; prepare and complete insurance applications and required documentation, secure signatures and down payments, submit for issuance via appropriate systems/processes and file documentation electronically.

Ability to assist in the production of change quotes when necessary; prepare and complete change applications and required documentation, secure signatures and payment as required, submit for issuance via appropriate systems/processes, and file documentation electronically.

Receive, verify, and apply payments for memberships and insurance policies.

Review Policy Activity report daily, contact members to review recent policy/claims transactions and assist members as directed.

Assist members with claims reporting and provide members with information on claims status as directed.

Maintain calendar of appointments and deadlines and assist in setting appointments with members and others as directed.

Exercise good judgement and confidentiality in maintaining critical and sensitive information, records and reports regarding the county, members and insureds.

Other duties as may be assigned.