What are the responsibilities and job description for the Customer Experience Associate - Madison position at United Farm Family Mutual Insurance Company?
Description
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 claim's 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
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