CELIC Policy Services Representative

Michigan Farm Bureau; Cincinnati (OH); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K retirement plan

Job summary

Michigan Farm Bureau is seeking a CELIC Policy Services Representative to support the Life Customer Service Team. You will handle inquiries from agents and policyholders, process policy changes and payments, issue policies, and maintain accurate records.

Strong communication, data entry, and problem-solving skills are essential in this role. The position emphasizes timely and accurate handling of policies, endorsements, and quotes, with focus on excellent service and professional interaction

Qualifications

• 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.

Responsibilities

• Provide excellent customer service by fielding inquiries from agents and policyholders.
• Process policy changes and payments; issue policies and endorsements.
• Provide quotes upon request and review applications for completeness.
• Troubleshoot and resolve problems or errors promptly and accurately.
• Maintain policy files and deposit money; mail copies to policyholders/agents.

Skills

Communication skills

Customer service

Data entry

Keyboard skills

Math aptitude

Education

High school diploma

Job description

CELIC Policy Services Representative

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.

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.

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: MI Farm Bureau Family of Companies (Cincinnati Equitable Life Insurance Company- CELIC) offers a full benefit package including medical, dental, vision, and 401K.

Equal employment opportunity, including veterans and individuals with disabilities.

PI287863766