Customer Experience Associate - Brazil

Indiana Farm Bureau Insurance•Brazil, IN

About The Position

The Customer Experience Associate works closely with customers to explain discounts and programs, resolve related issues, and provide support by phone and through customer outreach. The role includes setting appointments, cross-selling the Multi-Line discount, collecting payments, making policy changes, setting up billing accounts, and handling other basic billing requests. The associate also submits claims paperwork requested by claims representatives and provides clients with proof-of-insurance documents. The position may include assisting with INFB Health Plans and other 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.
  • Reach out to 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.
  • May assist with INFB Health Plans.
  • Perform additional duties assigned by management.

Benefits

  • Paid vacation and sick leave.
  • 401(k) with 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.
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