Member Service Specialist- Fredericksburg, VA- Stafford County
About The Position
The Member Service Specialist supports members, agents, and the day-to-day operations of the Stafford County Farm Bureau office in Fredericksburg, Virginia. The role provides customer service by phone, email, and in person; assists with insurance transactions and sales support; maintains county membership and financial records; and helps keep the office running smoothly. The position 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., with weekends off. The annual pay range is $36,000–$56,000. The employer provides paid training for licensing and standard sales training. The employee must earn a Property & Casualty license within three months of starting and maintain it through continuing education credits. The position also involves attending training sessions and completing in-office training as instructed.
Requirements
- High school diploma.
- Earn a Property & Casualty license within three months of employment; training is paid for by the employer.
- Maintain the Property & Casualty license through continuing education credits.
Responsibilities
- Answer member and customer questions by phone, email, and in person.
- Process payments and submit claim reports.
- Prepare certificates of insurance, binders, and correspondence.
- 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 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 accurate membership information, including renewals, assigning new membership numbers, maintaining the required paid-member listing, conducting the annual membership service check, and entering data into the membership system.
- Ensure the county adheres to membership policy.
- Help plan county board meetings and other meetings or events; attend board meetings, record minutes, and maintain minute books.
- Keep in close contact with the County President and Directors regarding 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 and dental insurance beginning on the first day.
- 401(k) with a 6% company match.
- 20 days of paid time off each year.
- Paid 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
