Customer Care Representative Trainee

Texas Farm Bureau - Insurance Agents; Waco (TX); On-site; USD 32,000 - 46,000; Full time

Job summary

The Customer Care Representative Trainee (CCRT) at Texas Farm Bureau Casualty Insurance Company in Texas is responsible for providing primary support for members, agency force, and county staff in an omni-channel contact center. You will assist with policy transactions, billing inquiries, online services, and data entry in policy systems.

Ideal candidates have a high school diploma, a Texas license within 90 days, and call center experience.

Qualifications

• High school diploma or equivalent.
• Texas Agent license required or ability to obtain within 90 days.
• Experience in call center or customer service environment.
• Typing 50 WPM with a maximum of 10% errors.
• Operate 10 key by touch.

Responsibilities

• Provide primary customer care support for members, agency force, and county staff in an omni-channel center.
• Issue, rate, bill, and maintain members’ insurance products and policy data.
• Assist with online account services and policy administration systems.
• Correspond with members and staff via call center channels (email, letter, fax).
• Process policy changes and maintain detailed office records.
• Handle monetary transactions per company guidelines.

Skills

Typing 50 WPM

10-key by touch

MS Office Suite

Customer service experience

Call center experience

Interpersonal communication

Education

High school diploma or equivalent

Texas Agent license or ability within 90 days

Tools

Microsoft Office Suite

Job description

The Voice of Texas Agriculture.

Company Name: Texas Farm Bureau Casualty Insurance Company | Department: Policy Services

The Customer Care Representative Trainee (CCRT) is responsible for providing primary support for members, agency force, and county staff in an omni-channel contact center environment. Member support includes insurance policy product support and user support for online insurance services. Agency force and county staff support includes member support elements as well as user support for core insurance processing systems.

MAJOR RESPONSIBILITIES AND AUTHORITY

The CCRT provides primary customer care support services for members, agency force, and county staff including:

• Issuing, rating, billing, and maintaining members’ insurance products
• Insurance policy and billing analysis, correspondence, and other policy maintenance activities
• Member user support for online account services
• Agency force and county staff user support for policy administration, billing, and other insurance processing systems

Providing support to members, agency force, and county staff answering their questions and providing explanations related to policy transactions, billing, premium, and rating of members’ policies.

Corresponding with members, agency force, and county staff via all Call Center channels including email, letter and/or fax to provide understanding, obtain information and inform of account status and changes.

Modifying, updating, and processing existing policies to reflect any change requested by the member or agent.

Organizing and working with detailed office records, maintaining policy data and updating policy files and records according to guidelines.

Proper control and handling of monies received per company processes and guidelines.

Maintaining and displaying current knowledge of guidelines and procedures relative to assigned support services provided.

Performing tasks in the assigned area of Policy Services as needed.

Ability to process detailed assignments such as PPC Rating, Insurance Scoring, Pro-Rates, and Non-Rate calculations.

Maintaining a working knowledge of Excel to transcribe and enter data for use in preparing documents, adjusting accounts, and monitoring ongoing work projects and production status.

Complying with the Certified Fleet operator requirements of the Driving and Safety Policy.

Other duties as assigned.

MINIMUM POSITION QUALIFICATIONS

High school diploma or equivalent.

Texas Agent or Producer license required or the ability to obtain within 90 days of employment.

Experience in call center or customer service environment.

Typing 50 WPM with a maximum of 10% errors.

Operate 10 key by touch.

Advanced computer skills, especially Microsoft Office Suite.

Effective interpersonal verbal skills, both face-to-face and over the phone.

Ability to maintain focus in a fast-paced work environment.

Availability to work a varied schedule as requested.

Valid Texas driver’s license and driving record at the time of hire which would not disqualify the employee from driving for business purposes.

PHYSICAL REQUIREMENTS

Repeated use of PC, telephone, and office machines.

Extended periods of sitting and concentrating.

Occasional bending, twisting, crouching, pulling, pushing, and reaching in an office environment.

Occasional lifting and moving items weighing up to 30 lbs.

WORKING CONDITIONS

Occasional long, irregular work hours.

Work to be conducted in an office environment owned or leased by the company.

Texas Farm Bureauis an Equal Opportunity Employer (M/F/D/V).