Customer Experience Associate - Bedford

Indiana Farm Bureau Insurance • Bedford, IN

10d • Onsite

About The Position

This role involves working closely with customers to discuss discounts and resolve issues related to our programs. The Customer Experience Associate will reach out to customers to set appointments, cross-sell the Multi-Line discount, and handle incoming calls. Responsibilities also include collecting payments, making policy changes, setting up bill accounts, and assisting with simple billing requests. The associate will submit claims paperwork and provide proof of insurance documents. There is also a possibility of assisting with INFB Health Plans and performing any additional duties assigned by management.

Requirements

• 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.

Nice To Haves

• Insurance experience preferred.
• Ability to learn Farm Bureau discounts and programs quickly.

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.

Benefits

• Paid vacation/sick leave
• 401(k) with match
• Benefits eligibility within 30 days of employment
• Paid volunteer hours

What This Job Offers

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