ADO Field Trainer/Customer Service Representative

Michigan Farm Bureau; Grand Rapids (MI); Sur place; USD 38 000 - 48 000; Plein temps

Avantages offerts par ce poste

Full benefits package (medical, dental

401K

Onsite work at Cascade ADO

Résumé du poste

Michigan Farm Bureau is seeking an ADO Field Trainer/Customer Service Representative to lead training and provide comprehensive support for independent contractor insurance agents. You will handle calls, process transactions, and resolve issues while maintaining daily office operations at the Cascade ADO office.

The role requires an Associate's degree (or equivalent), proficiency with Microsoft Office, and an active P/C license or plan to obtain within 90 days.

Qualifications

• Associate's degree required or equivalent experience.
• 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.

Responsabilités

• Lead training and customer service for independent contractor agents.
• Provide operator service during normal business hours by answering and taking ownership of incoming calls.
• Assist agents and customers by phone, in-person, email, and with system reports.
• Oversee daily office operations of the Agent Development Office and policy servicing.
• Be a multi-line subject matter expert for field staff and offer training for all lines of business.

Connaissances

Customer service

Training

Communication

Formation

Associate's degree

Outils

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

Description du poste

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.

*Work location: Onsite at the Cascade ADO office

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:

• Minimum one year of experience in insurance processing preferred.
• Bachelor's degree preferred with focus on business administration, FBCISR, AINS, CIC, management, insurance or finance or equivalent experience may be considered.
• Two-years professional office experience and customer service preferred.

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