Customer Experience Associate - Bedford

Indiana Farm Bureau Insurance; Bedford (IN); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Customer Experience Associate to enhance customer satisfaction in Bedford, Indiana. This role involves engaging with clients to discuss discounts, resolving issues, and cross-selling insurance products. The ideal candidate will have a strong customer service background, effective communication skills, and the ability to manage time efficiently. With a focus on work/life balance, this forward-thinking company offers benefits such as paid vacation, a 401(k) plan, and potential annual bonuses. If you are passionate about helping others and thrive in a collaborative environment, this opportunity is perfect for you.

Benefits

Work/life balance focus

Paid vacation and sick leave

401(k) plan with match

Potential annual bonus up to 20%

Team collaboration environment

Qualifications

• 3+ years of customer service experience; insurance experience preferred.
• Property & Casualty insurance license required or ability to obtain.

Responsibilities

• Work closely with customers to discuss discounts and resolve issues.
• Cross-sell products and handle incoming calls and queries.

Skills

Customer Service

Effective Communication

Problem-Solving

Time Management

Attention to Detail

Education

High School Diploma or GED

Tools

Android Devices

Apple Devices

Job description

Customer Experience Associate - Bedford Bedford , Indiana

• Req ID: CUSTO005114
• Job Type: Full-Time
• Address: 3155 John A Williams Blvd, Bedford, IN 47421

Description

Responsibilities:

1. Work closely with customers and discuss discounts.
2. Resolve issues related to discounts or programs.
3. Reach out to customers and schedule appointments.
4. Cross-sell products, including Multi-Line discounts.
5. Handle incoming calls and answer queries.
6. Collect payments and process policy changes.
7. Set up billing accounts and handle simple billing requests.
8. Submit claims paperwork as requested by claim representatives.
9. Provide proof of insurance documents to clients.
10. Assist with INFB Health Plans as needed.
11. Perform additional duties assigned by management.

Requirements for Success:

1. High school diploma or GED.
2. At least 3 years of customer service experience; insurance experience preferred.
3. Property & Casualty insurance license required or ability to obtain within a year.
4. Knowledge of Farm Bureau discounts and programs or ability to learn quickly.
5. Effective communication skills for diverse audiences.
6. Strong time management and problem-solving skills.
7. Attention to detail and accuracy.
8. Professional interaction with internal and external clients.
9. Proficiency in using Android and Apple devices.
10. Patience and understanding in guiding customers through technology.

Benefits:

• Work/life balance focus
• Paid vacation and sick leave
• 401(k) plan with match
• Full-time schedule, Monday to Friday
• Potential annual bonus up to 20%
• Contests and incentives
• Benefits available within 30 days of employment
• Negotiable pay based on experience
• Team collaboration environment

Qualifications:

• High School diploma or higher

Equal Opportunity Employer. Applicants will be notified of their rights under federal employment laws. For more information, see the Department of Labor's "Know Your Rights" notice.