Member Service Specialist - Tazewell County - Tazewell, VA
About The Position
The Member Service Specialist works in the Tazewell County Farm Bureau office in Tazewell, Virginia, providing customer service to members, supporting the sales team, and helping keep county Farm Bureau operations running smoothly. The role involves responding to member questions, processing insurance-related transactions, supporting insurance and financial product sales, maintaining membership and financial records, assisting with county activities and meetings, and handling day-to-day office operations. 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. The salary range is $36,000–$56,000 per year. The employer provides paid training for licensing and sales, and the employee must earn a Property & Casualty license within three months of starting and keep it current through continuing education.
Requirements
- High school diploma.
- Earn a Property & Casualty license within three months of employment.
- Keep the Property & Casualty license current through continuing education credits.
Responsibilities
- Answer member 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 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 running renewals, assigning membership numbers, maintaining paid-member listings, conducting annual membership service checks, and entering data into 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.
- 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 such as 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 every 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
