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Policy Services Associate II

2 months ago

Cincinnati, United States Michigan Farm Bureau Full time


Please review the following job description carefully to determine if this role aligns with your skills and experience.

Position: Policy Services Associate II

Location: Cincinnati, Ohio

Job ID:
Type: Regular Full-Time
# of Openings: 1
Category: Administrative/Clerical

Overview

Objective of the Policy Services Associate II

The goal is to be a vital contributor to the Life Customer Service Team, delivering exceptional service to clients in a timely and professional manner. This role involves addressing inquiries and concerns from clients by providing accurate account or policy information and resolving issues. Responsibilities include processing policy modifications and payments, as well as maintaining reports and tasks. Support will also be provided to Policy Services Representatives regarding billing inquiries, product information, supervisor communications, meetings, and adherence to departmental standards with precision.

Key Responsibilities

Responsibilities of the Policy Services Associate II

Deliver customer service by managing incoming calls from agents and policyholders. Respond to inquiries and concerns by supplying account or policy details and resolving issues or correcting inaccuracies. Handle challenging situations with professionalism and composure.

Process new business and assess policy applications for completeness and accuracy. Manage policy changes and endorsements, provide quotes as requested, and address questions related to life or preneed products. Communicate with field representatives and/or agents to obtain missing information. Troubleshoot and assist agents and policyholders promptly and accurately.

Maintain workflow efficiency within the unit. Issue policies and accurately record and deposit funds. Send appropriate copies of policies to policyholders, agents, or both. Ensure policy files are current and well-organized.

Qualifications

Required Qualifications

High school diploma is mandatory.

A minimum of six months of experience in insurance processing and customer service is essential.

Proficient computer skills and demonstrated typing abilities are required.

Experience or training in both verbal and written communication is necessary.

Strong communication and customer service skills are imperative.

Data entry and typing skills are required.

Good judgment, a friendly demeanor, and a helpful attitude are essential; a strong aptitude for mathematics is a plus.

Preferred Qualifications

An Associate's degree is preferred, focusing on insurance, business administration, finance, or management.

Note: Michigan Farm Bureau offers a comprehensive benefits package, including medical, dental, vision, and 401K.

PM19

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Compensation details: Yearly Salary

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