Customer Experience Associate - Linton
Indiana Farm Bureau Insurance•Linton, 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 direct outreach. The role includes setting appointments, cross-selling the Multi-Line discount, collecting payments, making policy changes, setting up bill accounts, and handling simple billing requests. The associate also submits requested claims paperwork, provides proof-of-insurance documents, and may assist with INFB Health Plans. Additional duties may be assigned by management.
Requirements
- High school diploma or GED equivalent.
- Three years of customer service experience.
- Property & Casualty insurance license required, or ability to obtain it 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 in using Android and Apple phones.
- Patience and understanding when guiding customers through technology.
Nice To Haves
- Insurance experience preferred.
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.
- 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 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 level of experience
- Team collaboration environment
- Paid volunteer hours
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
