Provides prompt and courteous service to clients and potential clients. Adheres to established Company policies and procedures. Assists Agents and Claims Personnel in conducting Farm Bureau Insurance business. Provides necessary support to the County Farm Bureau, Inc., organization. Reports directly to the Agency Coordinator, from whom overall work direction and assignments are received. May receive work direction from Agency Manager.
Requires the ability to make a minimum of 20 outbound customer calls per week to thank them for doing business with us, ask if there is anything further we can help them with, and then setting an appointment for the agent if appropriate.
Must possess or quickly acquire knowledge of basic computer skills. Knowledge of Word and Outlook must be acquired.
Requires knowledge of general office procedures acquired through job experience or equivalent training.
Insurance and/or claims background helpful.
Must have visual and hearing capability to operate computer and telephone equipment. Must have physical capability to use keyboard on a regular basis.
Must have own means of transportation and be able to travel to Home Office or other offices within the agency, to attend training or perform CSR duties as required for essential job functions.
Must become familiar with all the systems relevant to issuing, changing and reviewing customer files.
Expected to participate in ongoing training programs for current and new products and services, handling customer concerns, and telephone skills training, and other training, as required, to provide an excellent image of Farm Bureau Insurance and its affiliates.
Requires the ability to acquire a valid Indiana Property and Casualty Insurance License within two years of hire, must maintain a valid P&C license to continue employment, and must have a signed CSR Licensing Agreement on file.
Must acquire an understanding of the Company's general philosophy and goals and consistently project a professional Company image in dealing with people.
Must be a positive influence in establishing and maintaining a good professional relationship with Field personnel, Home Office staff and other internal and external customers. Every client communication should be treated as a public relations opportunity.