CELIC Policy Services Representative I Objective

To be an effective team member of the Life Customer Service Team. To provide excellent customer service in a prompt and professional manner.  To address questions and concerns from customers by providing account or policy information and solving problems or errors. To process policy changes and payments. To maintain most reports and tasks.

CELIC Policy Services Representative I Reponsibilities

Provide customer service by fielding incoming phone calls from agents and policyholders. Issue new business and review policy applications for complete and accurate information. Process policy changes and endorsements. Provide quotes upon request. Answer questions regarding life/preneed products. Contact field representatives and/or agents for missing information. Troubleshoot and assist agent and policyholders promptly and accurately.

Maintain workflow within the unit. Issue policies and record and deposit money promptly and accurately. Mail appropriate copies of policies to policyholder, agent or both. Keep policy files up-to-date.

Test changes to the automated system, as they relate to job functions.

Provide back-up on phones, as well as cover breaks, lunches and absences as needed.

CELIC Policy Services Representative I Qualifications

Required

High school education required.

Prior customer service experience needed, preferably in the insurance field.

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.

Note: Farm Bureau Family of Companies (CELIC) offers a full benefit package including medical, dental, vision, and 401K.

PM19