Field Insurance Service Representative

Texas Farm Bureau Casualty Insurance Company • Bulverde, TX

275d

About The Position

The Field Insurance Service Representative position at Texas Farm Bureau Casualty Insurance Company involves providing office and clerical support for County Farm Bureau activities, member service related to the issuance and maintenance of memberships and insurance policies, and additional duties as directed that may be performed by a licensed Insurance Service Representative. The role emphasizes assisting the CFB President and Board members with duties related to the promotion of agriculture, ensuring prompt and professional member/customer service, and maintaining accurate records and documentation.

Requirements

• High School Diploma or GED.
• Hold/obtain and maintain General Lines Property and Casualty license pursuant to Texas law within 60 days after completion of course material.
• Ability to type a minimum of 45 WPM with a maximum of 5% errors.
• Basic knowledge and experience with Microsoft Office software including Word, Outlook, PowerPoint, and Excel.
• Excellent communication skills, both written and oral.
• Effective interpersonal verbal skills, in person and via telephone.
• Ability to plan, organize, and complete detailed work independently or in a team environment.
• Strong organizational skills with ability to coordinate several tasks at the same time.
• Willing and able to learn new skills and refine existing skills as needed.
• Valid Texas driver's license and driving record at the time of hire which would not disqualify the employee from driving for business purposes.

Responsibilities

• Assist in promoting and executing core County Farm Bureau purpose activities.
• Provide prompt, professional member/customer service in office, via telephone and other electronic means.
• Update member data and document each contact within the Customer Relationship Management system.
• Assist applicants with membership applications, create new memberships in MIRA, process payments, and file documentation electronically.
• Process membership changes in MIRA as requested and file documentation electronically.
• Assist in the production of new business insurance quotes when necessary.
• Prepare and complete insurance applications and required documentation, secure signatures and down payments, submit for issuance via appropriate systems/processes, and file documentation electronically.
• Receive, verify, and apply payments for memberships and insurance policies, and prepare daily deposits following established guidelines and procedures.
• Review Delinquent Membership report daily and contact members to assist with membership renewal, updates to membership data, and payment.
• Review Policy Activity report daily, contact members to review recent policy/claims transactions and assist members as directed.
• Assist members with claims reporting and provide members with information on claims status as directed.
• Maintain calendar of appointments and deadlines and assist in setting appointments with members and others as directed.
• Exercise good judgement and confidentiality in maintaining critical and sensitive information, records and reports regarding the county, members and insureds.
• Comply with the Certified Fleet operator requirements of the Driving and Safety Policy.
• Perform other duties as may be assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED