Commercial Sales Account Coordinator Objective

To support the efforts of the Commercial Sales Specialists and Commercial Marketing Partners in the duties of their position. To effectively build relationships and communicate directly with Agencies and Underwriting in writing new business accounts and maintaining current business.

Commercial Sales Account Coordinator Responsibilities

Work with specialists and assist Farm Bureau Insurance agents with application completion both in Farm Bureau and Community Service Acceptance Company (CSAC), dba as FB Partners Group, including the initial applications sent in for quoting.

Prepare and finalize applications for all lines of business with Farm Bureau and FB Partners Group policies for Farm Bureau partner agents.

Prepare quotes with Farm Bureau Insurance for all commercial lines, including communications with underwriters regarding specific accounts for proper classification and necessary underwriting items.

Commercial Sales Account Coordinator Qualifications

Required

Experienced computer usage and proven skills in Microsoft Office (i.e., Word, Excel and PowerPoint) required.

Keyboarding skills of 60 wpm with accuracy required.

Active property/casualty license required, or must be successfully obtained within 90 days of employment.

Preferred

Bachelor’s degree preferred, or equivalent experience may be considered.

Two to five years of insurance industry experience preferred.

Knowledge and ability to utilize Agency Management System preferred.

Certification in CISR preferred.

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

PM19