Customer Experience Associate - Linton

Indiana Farm Bureau Insurance • Bloomfield, IN

13d

About The Position

The Customer Experience Associate works directly with customers to explain discounts and programs, resolve related issues, answer questions, and provide support by phone and other channels. The role includes appointment setting, cross-selling the Multi-Line discount, processing payments and policy changes, setting up billing accounts, handling simple billing requests, submitting requested claims paperwork, and providing proof-of-insurance documents. The associate may also assist with INFB Health Plans and perform additional duties assigned by management.

Requirements

• High school diploma or GED equivalent.
• Three years of customer service experience; insurance experience is preferred.
• Property & Casualty insurance license, or ability to obtain the license within one 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 internal and external clients.
• Proficiency using Android and Apple phones.
• Patience and understanding when guiding customers through technology.

Nice To Haves

• Insurance experience.

Responsibilities

• Work closely with customers and discuss discounts.
• Resolve issues related to discounts or programs.
• Contact customers and set appointments.
• Cross-sell the Multi-Line discount to customers.
• Handle incoming calls and answer questions.
• Collect payments and make policy changes.
• Set up billing accounts and handle other simple billing requests.
• Submit claims paperwork requested by claims representatives.
• Provide proof-of-insurance documents requested by clients.
• Assist with INFB Health Plans as needed.
• Perform additional duties assigned by management.

Benefits

• Paid vacation and sick leave.
• 401(k) with employer match.
• Potential yearly bonus, with a possible payout of up to 20% of salary.
• Contests and incentives.
• Benefits eligibility within 30 days of employment.
• Paid volunteer hours.
• Work/life balance valued by the organization.
• Negotiable pay based on level of experience.
• Team collaboration environment.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED