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CELIC Policy Services Representative II

2 months ago

Cincinnati, United States Michigan Farm Bureau Full time

OBJECTIVE:

CELIC Policy Services Representative II Objective

To be an effective team member of the Life Customer Service Team. To provide excellent customer service in a prompt and professional manner. To address questions and concerns from customers by providing account or policy information and solving problems or errors. To process policy changes and payments, and maintain reports and tasks. To provide support and assist Policy Services Representatives with billing and product questions, supervisor phone calls, meetings, maintaining departmental standards with accuracy, and participating in task and/or telephone training.

RESPONSIBILITIES:

CELIC Policy Services Representative II Responsibilities

Provide customer service by fielding incoming phone calls from agents and policyholders. Answer questions and concerns from customers by providing account or policy information and solving problems or correcting errors. Handle any upset/irate situation with tactfulness and professionalism.

Issue new business and review policy applications for complete and accurate information. Process policy changes and endorsements. Provide quotes upon request. Answer questions regarding life/preneed products. Contact field representatives and/or agents for missing information. Troubleshoot and assist agent and policyholders promptly and accurately.

Maintain workflow within the unit. Issue policies and record and deposit money promptly and accurately. Mail appropriate copies of policies to policyholder, agent or both. Keep policy files up-to-date.

QUALIFICATIONS:

CELIC Policy Services Representative II Qualifications

Required

High school diploma required.

Minimum six months experience in insurance processing and customer service required.

Experienced computer usage and proven keyboarding skills required.

Experience or training in telephone and written communications required.

Strong communication and customer service skills a must.

Data entry and keyboard skills required.

Good judgment, friendly and helpful attitude; good math aptitude a plus.

Preferred

Associates degree preferred with focus on insurance, business administration, finance or management.

Note: Farm Bureau Family of Companies (CELIC) offers a full benefit package including medical, dental, vision, and 401K.

*This position is located in Cincinnati, Ohio*

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