Customer Experience Associate - Vincennes

Indiana Farm Bureau Insurance • Vincennes, IN

1d

About The Position

The Customer Experience Associate works closely with customers to explain discounts and programs, resolve related issues, and schedule appointments. The role handles incoming calls and customer questions, cross-sells the Multi-Line discount, collects payments, makes policy changes, and processes basic billing requests. The associate also submits claims paperwork requested by claims representatives and provides proof-of-insurance documents requested by clients. The position 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 required, 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

• Discuss discounts with customers and resolve issues related to discounts or programs.
• Reach out to customers and schedule appointments.
• Cross-sell the Multi-Line discount.
• Handle incoming calls and answer customer questions.
• Collect payments and make policy changes.
• Set up bill 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.
• Negotiable pay based on experience.
• Team environment.
• Paid volunteer hours.
• Work/life balance.

What This Job Offers

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