Member Service Specialist- Loudoun County Branch
About The Position
The Member Service Specialist serves members of the Loudoun County Farm Bureau from its Purcellville branch office, providing assistance by phone, email, and in person. The role supports farm families, small business owners, and local residents, while also assisting the sales team and maintaining branch and county Farm Bureau operations. The specialist handles member service and insurance processing, supports sales and referrals, maintains county records and membership information, and assists with financial accounting and meetings. The position also involves opening and closing the office, maintaining supplies, using office and insurance software, and operating office equipment. The role is full-time, non-exempt, and reports to the Agency Manager. The schedule is Monday through Friday, 8:30 a.m. to 5:00 p.m. The employee must obtain a Property & Casualty license within three months of starting and maintain it through continuing education.
Requirements
- High school diploma.
- Obtain a Property & Casualty license within three months of employment; training is paid for by the employer.
- Keep the Property & Casualty license current through continuing education credits.
Responsibilities
- Answer member and customer questions by phone, email, and in person.
- Process payments, submit claim reports, and prepare certificates of insurance and binders.
- Prepare correspondence and process Tier 1 changes to insurance policies.
- Quote home and auto insurance and process new business.
- Promote cross-selling and set appointments for agents.
- Promote FB Bank products and support sales of Southern Farm Bureau Life Insurance products.
- Promote the Healthcare operation, understand basic product offerings, and collect information 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 accurate membership information, including renewals, assigning membership numbers, maintaining required paid-member listings, conducting the annual membership service check, and entering data in the membership system.
- Ensure the county adheres to the membership policy.
- Help plan county board meetings and other meetings or events; attend board meetings, record minutes, and maintain minute books.
- Maintain close contact with the County President and Directors about membership and service programs.
- Open and close the office and keep office supplies stocked.
- Use computer programs designed for county Farm Bureau and insurance company use.
- Operate office equipment, including the telephone, printer, and postage machine.
- Attend required training sessions and complete in-office training as instructed.
- Perform other duties as requested by the manager.
Benefits
- Medical insurance beginning on the first day.
- Dental insurance beginning on the first day.
- 401(k) with a 6% company match.
- 20 days of paid time off each year.
- Paid training for licensing and standard sales training.
- Continuing education reimbursement.
- Ongoing development and support.
- Legal Shield resources.
- Flexible spending account.
- Gym membership discounts for field employees.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
