SUMMARY:
This Insurance Service Specialist is responsible for maintaining and servicing assigned accounts to make sound underwriting decisions including marketing, customer service and administrative support.
Provides support to new and existing accounts while meeting established agency account retention goals through extraordinary customer service.
DUTIES AND RESPONSIBILITIES:
- Process and monitor insurance policies timely and accurately while ensuring compliance
- with company regulations
- Work with Farmers National Company farm managers regularly assisting them with various
- issues including form completion, policy interpretation, and clarification of insurance coverages
- Responsible for data entry, organization, policy billing, claim filing, and adherence to quality
- assurance standards
- Review policy documents, endorsement requests, and claim documents for accuracy
- Keep up to date with all changes that pertain to insurance and research specialty
- products as needed
- Successfully complete all coursework and education as assigned
- Performs additional duties as assigned and required
SUPERVISORY RESPONSIBILITIES:
- This position has no supervisory responsibilities
QUALIFICATIONS:
- Associate's Degree in Business or related field
- 4+ year's work experience in lieu of Associate's Degree
- 1+ year's work experience in insurance or underwriting
- Knowledge of agency operations
- Experience in Office 365 and document management software, preferred.
- Agricultural knowledge preferred
- Proficient in Microsoft Word and Excel
- Familiarity with risk assessment and risk management
- Appropriate State license(s) or ability to obtain within 6 months
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
- Continually required to sit, talk/hear and utilize visual acuity to operate equipment, read a computer monitor and use a keyboard
- Occasionally required to lift/push/carry items less than 40 pounds
- Occasionally (5%) travel within specified region on prospective client visits and to attend company/industry functions as required
COMPETENCIES:
- Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
- Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
- Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
- Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
- Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
- Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
PIa38ffd32a5e7-8603
