Commercial Service Center Representative Objective

To provide excellent customer service to commercial policyholders, Farm Bureau Insurance agents and their staff in a prompt and professional manner. To proactively research and resolve policy issues, promote additional coverages for customers, and address questions and concerns from customers by providing commercial lines information via the telephone, e-mail, and interactive chat while documenting activities and reporting back to agent offices. To retain knowledge of commercial acceptance and rejection rules and guidelines, pricing, classification, and hazard recognition. To support internal and external customers by providing service for FB Partners policies. To assist Senior Commercial Service Center Representatives train and provide support to the Associate Commercial Service Center Representatives.

Commercial Service Center Representative Responsibilities

Complete service requests on commercial policies including certificates of insurance, endorsements, and renewal reviews.

Maintain a high level of knowledge of Farm Bureau commercial products to be a trusted resource on coverage and risk evaluation for agency and home office staff. Stay current on product changes.

Analyze and complete commercial service activities within the authority limit. Identify risks requiring underwriter evaluation and approval, and assign such risks based on guidelines, procedures, and service standards.

Maintain knowledge of Farm Bureau systems and procedures as they relate to job functions. Identify, recommend, and enact procedural changes to improve job efficiency and effectiveness. Look for ways to streamline and facilitate policy handling.

Commercial Service Center Representative Qualifications

Required

High school diploma or equivalent required.

Associate degree preferred, with a focus on marketing, business administration, management, insurance, or finance.

Minimum of one year insurance related experience required.

Experience using Microsoft Word, Excel, and PowerPoint required.

Valid driver’s license with an acceptable driving record.

Designations in CISR, AINS, or CIC required, or actively being pursued.

Must be willing to pursue self-development training including but not limited to insurance, policy rating and coverages, processing and procedures training, computer training, and customer service training.

P/C License required or obtained within 90 days of employment.

Note: Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.

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