Customer Service Representative:
This position provides office and clerical support for County Farm Bureau activities, member services related to the issuance and maintenance of membership benefits and insurance policies, and additional duties as directed that may be performed by a licensed Insurance Service Representative.
Major Job Responsibilities and Authority :
Assist in promoting and executing core County Farm Bureau purpose activities. Place high priority in assisting the CFB President and Board members with duties related to the promotion of agriculture including Board activities and general office and clerical support as directed.
Provide prompt, professional member/customer service in office, via telephone and other electronic means; updating member data and documenting each contact within the Customer Relationship Management system.
Assist applicant with membership application, create new membership in MIRA, process payment and file documentation electronically.
Process membership changes as requested and file documentation electronically.
Ability to assist in the production of new business insurance quotes when necessary; prepare and complete insurance applications and required documentation, secure signatures and down payments, submit for issuance via appropriate systems/processes and file documentation electronically.
Ability to assist in the production of change quotes when necessary; prepare and complete change applications and required documentation, secure signatures and payment as required, submit for issuance via appropriate systems/processes, and file documentation electronically.
Receive, verify, and apply payments for memberships and insurance policies.
Review Policy Activity report daily, contact members to review recent policy/claims transactions and assist members as directed.
Assist members with claims reporting and provide members with information on claims status as directed.
Maintain calendar of appointments and deadlines and assist in setting appointments with members and others as directed.
Exercise good judgement and confidentiality in maintaining critical and sensitive information, records and reports regarding the county, members and insureds.
Other duties as may be assigned.
Job Qualifications:High School Diploma or GED.
Hold/obtain and maintain General Lines Property and Casualty license pursuant to Texas law. Must be acquired within 60 days after completion of course material.
Ability to type a minimum of 45 WPM with a maximum of 5% errors.
Basic knowledge and experience with Microsoft Office software including Word, Outlook, PowerPoint, and Excel.
Excellent communication skills, both written and oral.
Effective interpersonal verbal skills, in person and via telephone.
Ability to plan, organize, and complete detailed work independently or in a team environment.
Strong organizational skills with ability to coordinate several tasks at the same time.
Willing and able to learn new skills and refine existing skills as needed.
Valid Texas driver’s license and driving record at the time of hire which would not disqualify the employee from driving for business purposes.
TEXAS FARM BUREAU
Texas Farm Bureau is a membership association led by elected volunteers who are agricultural producers. Members from each of the 13 statewide districts nominate a State Director to represent their respective geographic area on the Board of Directors.
TEXAS FARM BUREAU BUSINESS CORPORATION
Texas Farm Bureau Business Corporation provides administrative support services to Texas Farm Bureau and its affiliated insurance companies.
TEXAS FARM BUREAU INSURANCE COMPANIES
The Texas Farm Bureau Insurance Companies have been providing a comprehensive range of insurance products and services to members of Texas Farm Bureau since the early 1950s. Vehicle, home, farm, life and health insurance policies are sold through over 800 contracted agents in offices located statewide.
Office Hrs.
8:15 am - 5:15 pm
M-F
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