Field Insurance Service Representative

Texas Farm Bureau Casualty Insurance Company • Austin, TX

277d

About The Position

The Field Insurance Service Representative position at Texas Farm Bureau Casualty Insurance Company provides essential office and clerical support for County Farm Bureau activities. This role involves member service related to the issuance and maintenance of memberships and insurance policies, along with additional duties that may be performed by a licensed Insurance Service Representative. The representative will assist in promoting and executing core County Farm Bureau purpose activities, prioritizing support for the CFB President and Board members in promoting agriculture through various activities.

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.

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, and submit for issuance via appropriate systems/processes.
• 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 and updates.
• Review Policy Activity report daily, contact members to review recent policy/claims transactions.
• Assist members with claims reporting and provide information on claims status as directed.
• Maintain calendar of appointments and deadlines and assist in setting appointments with members and others.
• Exercise good judgement and confidentiality in maintaining critical and sensitive information.
• 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