Regional Insurance Service Representative
Position Summary:
The Regional Insurance Service Representative supports County Farm Bureau (CFB) offices by providing essential office, clerical, and member service functions related to membership management and insurance policies. The position will be a regional trainer for employees requiring additional training assistance. This role emphasizes high-quality service to members, consistent support to CFB President and Board members, and promotes agricultural initiatives. Regular travel to multiple counties is required for training and as a substitute for absent staff.
Major Responsibilities and Authority:
Member Service and Support:
Deliver prompt, professional service to members via office visits, telephone, and electronic communication.
Assist applicants with membership applications, create new memberships, assist with renewals, process payments and changes, and update records in the Customer Relationship Management (CRM) system.
Insurance Support:
Support new and change quote production, prepare insurance applications, secure required signatures and payments, and submit them through appropriate channels. Assist with insurance claim initiation and status updates.
Administrative Support:
Assist CFB President and Board members with office and clerical tasks to further CFB's mission, including agricultural promotion activities.
Regularly monitor and address reports like the Delinquent Membership and Policy Activity reports, contacting members for renewals, data updates, and policy transactions as needed.
Manage appointment scheduling, maintain calendar reminders, and coordinate deadlines.
Training and Travel:
Conduct training sessions with field insurance service representatives. This will include monitoring and reporting their progress to the County Administrative Support and Training Coordinator.
Travel regularly to various counties to support training needs and cover staffing gaps in the Field Insurance Service Representative role.
Collaborate with management to address specific training needs or issues.
Review and recommend updates to existing training materials based on changes in regulations, insurance products, or company policies.
Assist in the development of individual learning plans for employees.
General Duties:
Maintain confidentiality and discretion with sensitive information related to county, member, and insurance records.
Comply with the Certified Fleet Operator requirements of the Driving and Safety Policy.
Perform other duties as may be assigned.
A bachelor’s degree is preferred but not required for this position.
General Lines Property and Casualty Insurance license (or obtain within 3 months of employment).
Proficient typing skills (minimum 45 WPM, max 5% error rate).
Basic knowledge of Microsoft Office (Word, Outlook, PowerPoint, Excel).
Strong written, verbal, and interpersonal communication skills.
Proven organizational and multitasking abilities; work well independently and in teams.
Willing and able to learn new skills and refine existing skills as needed.
Physical Requirements:
Frequent computer, telephone, and standard office equipment use for up to six hours daily.
Ability to sit and concentrate for extended periods; occasional bending, lifting, and reaching.
Capable of lifting items up to 30 lbs.
Regular travel by car or public transportation.
Working Conditions:
Occasional long and irregular hours.
Work to be conducted in an office environment owned or leased by the company.
November 2024
