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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 you are a suitable candidate for this position.

Policy Services Associate II

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

Overview

Objective of the Policy Services Associate II

The aim is to be a valuable member of the Life Customer Service Team, delivering exceptional customer service efficiently and professionally. Responsibilities include addressing inquiries and concerns from clients by providing account or policy details and resolving issues. The role involves processing policy modifications and payments, as well as maintaining reports and tasks. Additionally, support will be provided to Policy Services Representatives with billing inquiries, product-related questions, supervisor communications, meetings, ensuring departmental accuracy standards, and participating in training sessions.

Key Responsibilities

Responsibilities of the Policy Services Associate II

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

Process new business and evaluate policy applications for completeness and accuracy. Manage policy changes and endorsements. Provide quotes as requested. Address inquiries regarding life and preneed products. Communicate with field representatives and/or agents for any missing information. Assist agents and policyholders promptly and accurately.

Maintain workflow efficiency within the unit. Issue policies and ensure accurate recording and depositing of funds. Send appropriate policy copies to policyholders, agents, or both. Keep policy files current.

Qualifications

Qualifications for the Policy Services Associate II

Required

High school diploma is mandatory.

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

Proficient computer skills and demonstrated keyboarding abilities are essential.

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

Strong communication and customer service skills are essential.

Data entry and keyboard proficiency are required.

Good judgment, a friendly demeanor, and a helpful attitude are important; strong math skills are a plus.

Preferred

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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