Sales Customer Service Rep I, Lowndes County

Georgia Farm Bureau•Valdosta, GA

2d•Onsite

About The Position

The Sales Customer Service Rep I supports the Agency Manager and assigned Career Agents with Property & Casualty (P&C) insurance sales and customer service activities. The role processes applications and policy changes, provides insurance quotations, schedules appointments, follows up with members, accepts premium payments, and handles routine correspondence. The position requires professional conduct, accuracy, attention to detail, and the ability to handle confidential information. The employee must be able to read and interpret policies, coverages, regulations, instructions, manuals, and other documents. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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 required documents.
Ability to perform the essential duties satisfactorily, with reasonable accommodations where applicable.

Responsibilities

Attend professional development training schools 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 items.
Perform work in a manner that prevents errors and omissions.
Present a professional appearance.
Attend meetings as required.
Strive to attain company goals and growth expectations.
Support the Agency Manager and assigned Career Agents by completing member policyholder follow-ups, applications, appointment scheduling, and P&C insurance quotations.