Insurance Specialist Jobs

About The Position

Requirements

• High school diploma.
• Obtain Property and Casualty (P&C) and Life and Health (L&H) licenses within four months of employment and maintain licenses through continuing education credits.
• Ability to attend required training classes and meetings; some overnight travel is required.
• Technical proficiency with Microsoft Office products and ability to learn and use in-house systems.
• Positive attitude, strong attention to detail, effective verbal and written communication, and a high degree of organization.
• Proven customer focus and excellent customer service skills.
• Ability to work as a team player, multitask, and handle frequent interruptions.

Nice To Haves

• Bachelor’s degree.
• Previous insurance experience.
• CISR designation.

Responsibilities

• Quote and service healthcare products available through the agency as a trainee.
• Handle healthcare open enrollment for the agency with support from VFBHIS.
• Complete required training and proficiency testing for health insurance sales and servicing.
• Answer customer inquiries by phone, email, and in person; process payments and claim reports; prepare certificates of insurance, binders, and correspondence; and process Tier 1 policy changes.
• Support agents by quoting home and auto business, processing new business, promoting cross-selling, setting agent appointments, promoting FB Bank products, and supporting sales of Southern Farm Bureau Life Insurance products.
• Promote the healthcare operation by maintaining basic knowledge of product offerings and collecting information required 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 county membership information, including administering renewals, assigning new membership numbers, maintaining required paid-member listings, conducting the annual membership service check, entering data into the membership system, and ensuring adherence to membership policy.
• Assist with planning county board meetings and other meetings or events when requested; attend board meetings, record minutes, and maintain minute books.
• Communicate with the County President and Directors about membership and service program issues.
• Open and close the office.
• Maintain county office supplies.
• Operate computer programs used by the County Farm Bureau and Insurance Company, as well as office equipment such as telephones, printers, and postage machines.
• Attend required training sessions and complete in-office training as instructed.
• Perform other duties as requested by the manager.

Benefits

• Ongoing job development and support in all roles.
• Paid training and continuing education reimbursement.
• Medical and dental insurance available on the first day.
• Generous employee 401(k) contribution.
• Paid time off (PTO) plan.