ADO Field Trainer/Customer Service Representative

Michigan Farm Bureau; Grand Blanc (MI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Full benefit package

Job summary

Michigan Farm Bureau is seeking an ADO Field Trainer/Customer Service Representative in Michigan. You will lead field staff training and provide comprehensive support to independent contractor agents to quote, sell, and service clients.

You will handle inquiries, process transactions, and assist with policy servicing, billing questions, and member benefits. This role requires licensing and a commitment to ongoing training, with face-to-face interactions in a field-office setting.

Qualifications

• Associate`s degree or equivalent experience required.
• Experience with Microsoft Outlook, Word, Excel and PowerPoint required.
• Active P/C license required or must be obtained within 90 days of employment.
• Willingness to pursue continuing job-related training and education required.

Responsibilities

• Lead field staff training and customer service support for independent agents.
• Assist customers with questions regarding billing, coverages, and member benefits.
• Answer and own incoming calls to the Agent Development Office during business hours.
• Research and resolve policy issues by phone, in person, email, and via reports.
• Oversee daily office operations of the Agent Development Office and policy servicing.
• Provide multi-line subject matter expertise for staff and agents; train on lines of business.

Skills

Customer service

Training

Insurance knowledge

Policy servicing

Microsoft Office

Education

Associate's degree

Bachelor's degree

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

Job description

ADO Field Trainer/Customer Service Representative

To lead the Field Force to success by providing comprehensive training and customer service support for independent contractor insurance agents to quote, sell, and service clients. To provide operator service during normal business hours by answering and taking ownership of all incoming calls to the Agent Development Office (ADO) in a prompt, professional, and courteous manner. To proactively research and resolve policy issues by assisting agents and customers by phone, in-person, email, daily document listings, and system reports. To oversee daily office operations of the Agent Development Office and policy servicing. To be a multi-line subject matter expert for field staff. To offer training for all lines of business and system operations to ADO staff, agent staff, and agents.

Assist customers and potential customers with questions regarding billing, insurance coverages, and member benefits.

Face-to-face interaction with ADO Field Customer Service Representatives, Agent Staff, Agents, Managing Partners, and insureds.

Receive, process, and verify insurance and membership transactions.

Take ownership of complaints and inquiries and proactively follow through to resolution.

Accept and apply payments from customers, make bank deposits and handle all monies according to money handling procedures.

Maintain cash drawer by counting cash and keeping a daily log.

Gather and prepare quotes and information for all lines of business.

Support new agents and field staff as they learn to use Farm Bureau Insurance and FB Partner Group products and procedures, as well as Farm Bureau membership.

Required

Associate`s degree required or equivalent experience may be considered.

Experience with Microsoft Outlook, Word, Excel and PowerPoint required.

Active P/C license required or must be successfully obtained within 90 days of employment.

Willingness to pursue continuing job-related training and education required.

Preferred

Bachelor's degree preferred with focus on business administration, FBCISR, AINS, CIC, management, insurance or finance or equivalent experience may be considered.

Minimum one year of experience in insurance processing preferred.

Two-years professional office experience and customer service preferred.

Note

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

PM19

Equal employment opportunity, including veterans and individuals with disabilities.

PI286619205