Sales Customer Service Rep I, Lowndes County

Georgia Farm Bureau•Valdosta, GA
•Onsite

About The Position

The Sales Customer Service Rep I processes Property & Casualty (P&C) insurance paperwork, applications, policy changes, quotations, premium payments, and correspondence for new and existing member policyholders. The role supports the Agency Manager and assigned Career Agents with member follow-up, applications, appointments, and P&C quotations. The position requires accuracy, attention to detail, confidentiality, professional conduct, and computer skills. The employee is expected to attend required training and meetings, support agency marketing activities, and work toward company goals and growth expectations.

Requirements

  • High school diploma or GED.
  • Georgia Insurance License for Property & Casualty.
  • Ability to handle confidential information accurately and with attention to detail.
  • Ability to relate to and work with various people professionally.
  • Computer skills and abilities.
  • Ability to read, analyze, and interpret policies, coverages, regulations, instructions, manuals, and other documents as required.

Responsibilities

  • Attend training schools for professional development as required.
  • Process paperwork for new P&C business and policy changes.
  • Complete P&C policy applications and change applications for new and existing member policyholders.
  • Schedule appointments.
  • Complete follow-up requests to members regarding insurance services.
  • Provide quotations for P&C insurance coverages.
  • Conduct other marketing activities as directed.
  • Handle routine correspondence from the Home Office.
  • Accept premium payments for new business and renewals.
  • Prepare, process, review, and monitor applications, changes, binders, and related materials.
  • Perform work in a manner that prevents errors and omissions.
  • Maintain a professional appearance.
  • Attend meetings as required.
  • Strive to attain company goals and growth expectations.
  • Support the Agency Manager and assigned Career Agents with member policyholder follow-up, applications, appointment scheduling, and P&C quotations.
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