Virginia Farm Bureau

Insurance Sales CSR (Member Service Specialist)- Charlotte County

US-VA-Charlotte Ct. House
3 weeks ago
Job ID
2017-1394
# of Openings
1
Category
Sales
Company
Virginia Farm Bureau Mutual Insurance Company
Type
Regular Full-Time

Overview

Virginia Farm Bureau Insurance is a community oriented company that is deep rooted in every county across the state and we're expanding! Since 1946, Virginia Farm Bureau has been protecting our members’ moments- the big, the small and the everyday. We offer auto, home, farm, life insurance, and more. We pride ourselves in providing outstanding service, and insurance products that meet the needs of all Virginian’s.   

 

We are a company from Virginia, for Virginia.

 

Our Charlotte County office has an excellent opportunity available for a career oriented, customer focused individual. The Customer Service Representative/ Member Service Specialist is responsible for:

  • Providing assistance to the county insurance staff in the solicitation, processing and servicing of our insurance products.  
  • Working with our County Board of Directors
  • Promoting Farm Bureau Bank
  • Selling individual health insurance products.

Qualifications include:

  • Previous administrative support experience
  • Outstanding technical skills including MsOffice applications
  • Effective verbal & written communication
  • Strong customer service skills and a positive attitude.
  • Property & Casualty license (within 6 months of hire)
  • Previous insurance experience preferred
  • Outside/Inside sales experience a plus!

Benefits:

  • Paid training for both licensing and standard sales training
  • Ongoing development and support in all roles
  • Medical and dental insurance on your first day
  • Additional perks such as gym membership discounts for field employees, Legal Shield resources and flexible spending account
  • Generous employee “401K” contribution
  • 17 days of Paid Time off (PTO) each year

For more information, visit us online at www.virginiafarmbureau.com.

 

Responsibilities

  • Insurance business processing:  answer customer inquiries via phone, e-mail and in-person, submit claim reports, prepare certificates of insurance and binders, filing, prepare correspondence, process changes to insurance policies.
  • Maintain county office supplies
  • Support Agents:  quote Property & Casualty business; process new business; obtain sales leads; set appointments for Agents each week; promote FB Bank products; support the sale of Southern Farm Bureau Life Insurance Products.
  • Promote, quote, sell and solicit sales for Individual Health Insurance products.
  • Maintain all County Farm Bureau records and files.
  • Open and close office.
  • Maintain the County Farm Bureau financial accounting system.  Record all money transactions and make bank deposits.
  • Maintain Insurance financial account system. Record all money transacations and make bank deposits.
  • Maintain accurate county membership information by administering the membership renewal process, assigning new membership numbers, maintaining a paid listing of members as required in the Memorandum of Agreement, conducting the annual membership service check and by entering membership data into the membership system.  This position is responsible for the county’s adherence to the membership policy.
  • Assist in the planning of board meetings and other meetings/events if requested.  This includes attending board meetings, recording board minutes and maintaining minute books.
  • Maintain good communication with the County President and Directors on issues relating to membership and service programs.
  • Maintain good communication with the Sales Management, Field Managers and Training Staff
  • Operate all computer programs designed for County Farm Bureau and Insurance Company use.
  • Ability to operate all office equipment such as telephone, printer, postage machine and fax machine.
  • Be familiar with and maintain a file of all permanent documents of the County Farm Bureau
  • Attend required training sessions and complete in office training as instructed.

  • Must obtain required Health Care certifications yearly and by the deadline date.

  • Perform other duties as requested by the Regional Operations Manager.

Qualifications

  • High School Diploma
  • Property and Casualty and Life & Health License- Must obtain P&C and L&H licenses within six months of employment,
  • Must maintain licenses through CE credits
  • Ability to attend all required training classes and meetings (some overnight travel required)
  • Technically proficient- MsOffice products, ability to learn and utilize all in-house systems
  • Positive attitude
  • Strong detail orientation
  • Effective in both verbal and written communications
  • High degree of organization
  • Proven customer focus
  • Excellent Customer Service Skills
  • Must be a team player
  • Ability to multi task and handle frequent interruptions

Preferred

  • Bachelor's Degree
  • Previous Insurance experience
  • CISR Designation

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