Customer Experience Associate - Columbus

Indiana Farm Bureau Insurance • Columbus, IN

2d

About The Position

The Customer Experience Associate works directly with customers to explain discounts and programs, resolve related issues, set appointments, and handle incoming calls. The role also supports insurance and billing activities, including collecting payments, making policy changes, setting up bill accounts, processing simple billing requests, submitting claim paperwork requested by claim representatives, 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 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

• Work closely with customers and discuss available discounts.
• Resolve issues related to discounts or programs.
• Reach out to customers and set 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 claim 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

• 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-based collaborative environment.
• Paid volunteer hours.
• Work/life balance is valued.

What This Job Offers

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