Customer Experience Associate - Vincennes

Indiana Farm Bureau Insurance • Vincennes, IN

2d

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 other channels. The role reaches out to customers to schedule appointments, cross-sells the Multi-Line discount, handles incoming calls, collects payments, makes policy changes, and assists with billing requests. It also submits claims paperwork requested by claim representatives and provides clients with proof-of-insurance documents. The associate may assist with INFB Health Plans and performs 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

• Discusses discounts with customers and resolves issues about discounts or programs.
• Reaches out to customers and sets appointments.
• Cross-sells the Multi-Line discount to customers.
• Handles incoming calls and answers questions.
• Collects payments and makes policy changes.
• Sets up bill accounts and handles other simple billing requests.
• Submits claims paperwork requested by claim representatives.
• Provides proof-of-insurance documents requested by clients.
• May assist with INFB Health Plans.
• Performs 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.
• Negotiable pay based on level of experience.
• Team collaboration environment.
• Paid volunteer hours.
• Work/life balance valued by the organization.

What This Job Offers

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