Customer Experience Associate - Brazil

Indiana Farm Bureau Insurance • Brazil, IN

7d

About The Position

The Customer Experience Associate works with customers to explain discounts and programs, resolve related issues, and help customers with insurance and billing needs. The role handles incoming calls, reaches out to customers to schedule appointments, and cross-sells the Multi-Line discount. It also includes collecting payments, making policy changes, setting up bill accounts, handling simple billing requests, submitting requested claims paperwork, and providing proof-of-insurance documents. The associate may 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 the 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 available discounts.
• Resolve customer issues concerning discounts or programs.
• Contact customers and schedule appointments.
• Cross-sell the Multi-Line discount to customers.
• Handle incoming calls and answer questions.
• Collect payments and make policy changes.
• Set up bill accounts and handle other simple billing requests.
• Submit claims paperwork requested by claim representatives.
• Provide proof-of-insurance documents requested by clients.
• Assist with INFB Health Plans as needed.
• Perform additional duties assigned by management.

Benefits

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

What This Job Offers

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