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Insurance Policy Services Representative II

2 months ago

Cincinnati Ohio, United States Michigan Farm Bureau Family of Companies Full time
Job Summary

We are seeking a highly skilled and customer-focused Insurance Policy Services Representative II to join our team at Michigan Farm Bureau Family of Companies. As a key member of our Life Customer Service Team, you will be responsible for providing exceptional customer service, addressing customer inquiries, and processing policy changes and payments.

Key Responsibilities
  • Provide customer service by fielding incoming calls from agents and policyholders, answering questions and concerns, and resolving issues in a prompt and professional manner.
  • Issue new business and review policy applications for complete and accurate information, process policy changes and endorsements, and provide quotes upon request.
  • Answer questions regarding life and preneed products, contact field representatives and/or agents for missing information, and troubleshoot and assist agents and policyholders promptly and accurately.
  • Maintain workflow within the unit, issue policies and record and deposit money promptly and accurately, and mail appropriate copies of policies to policyholders, agents, or both.
  • Keep policy files up-to-date and maintain accurate records.
Requirements
  • 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 Qualifications
  • Associate's degree preferred with focus on insurance, business administration, finance, or management.