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 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
• 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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