Member Service Specialist, Healthcare Associate (New Kent, VA)

Virginia Farm Bureau Mutual Insurance•Providence Forge, VA

6d•$36,000 - $56,000•Onsite

About The Position

The Member Service Specialist, Healthcare Associate serves as a member of the county sales team by assisting with insurance processing, customer service, and sales. The role handles healthcare product quoting and servicing as a trainee, supports agency healthcare open enrollment, and completes required health insurance sales and servicing training and proficiency testing. The position is intended to provide training toward the Sr Member Service Specialist – Healthcare Elite role within three years, as senior-level requirements are met. The specialist also supports agents with home and auto quoting and new business processing, cross-selling, appointments, bank-product promotion, and life insurance sales support. Additional county office responsibilities include maintaining records, membership information, financial accounting, supplies, and office equipment; supporting Farm Bureau activities and meetings; and opening and closing the office. The position reports to the Agency Manager and is based at the Charles City/James City/New Kent office in Providence Forge, Virginia. Candidates must be located in Williamsburg, Yorktown, Charles City, Jamestown, or Providence Forge.

Requirements

High school diploma.
Obtain Property and Casualty (P&C) and Life and Health (L&H) licenses within four months of employment.
Maintain licenses through continuing education credits.
Ability to attend required training classes and meetings, with some overnight travel required.
Technical proficiency with Microsoft Office products and ability to learn and use in-house systems.
Positive attitude.
Strong attention to detail.
Effective verbal and written communication skills.
High degree of organization.
Proven customer focus and excellent customer service skills.
Ability to work as part of a team.
Ability to multitask and handle frequent interruptions.

Nice To Haves

Bachelor's degree.
Previous insurance experience.
CISR designation.

Responsibilities

Handle quoting and servicing for healthcare products available in the agency as a trainee.
Handle healthcare open enrollment for the agency with support from VFBHIS.
Complete all training and proficiency testing for health insurance sales and servicing.
Answer customer inquiries by phone, email, and in person; process payments and claim reports; prepare certificates of insurance, binders, and correspondence; and process Tier 1 insurance policy changes.
Support agents by quoting home and auto business, processing new business, promoting cross-selling, setting agent appointments, promoting FB Bank products, and supporting the sale of Southern Farm Bureau Life Insurance products.
Promote the healthcare operation by maintaining basic knowledge of product offerings and collecting information needed for referrals.
Support and promote county Farm Bureau activities.
Maintain county Farm Bureau records, files, and permanent documents.
Maintain the County Farm Bureau financial accounting system, record money transactions, and make bank deposits.
Maintain county membership information by administering renewals, assigning new membership numbers, maintaining paid member listings, conducting the annual membership service check, and entering data into the membership system; ensure adherence to membership policy.
Assist with planning county board meetings and other meetings or events when requested; attend board meetings, record minutes, and maintain minute books.
Communicate with the County President and Directors about membership and service program issues.
Open and close the office.
Maintain county office supplies.
Operate computer programs used by the County Farm Bureau and Insurance Company, as well as office equipment such as telephones, printers, and postage machines.
Attend required training sessions and complete in-office training as instructed.
Perform other duties as requested by the manager.