Customer Experience Associate - Bedford

Ultipro; Bedford, Northern (IN, KY); Hybrid; USD 38,000 - 52,000; Full time

Benefits offered by this job

Paid vacation/sick leave

401(k) with match

Monday - Friday schedule

Potential yearly bonus (up to 20%)

Contests and incentives

Benefits eligibility within 30 days

Job summary

Ultipro seeks a dedicated Customer Service Specialist in Bedford, IN to manage discount programs, answer inquiries, collect payments, and set up bill accounts. You’ll work with customers, help with policy changes, and coordinate with claim representatives.

The ideal candidate has a high school diploma, 3 years of customer service experience (insurance preferred), and the ability to obtain a Property & Casualty license within a year. Monday–Friday schedule and benefits eligibility.

Qualifications

• High school diploma or GED equivalent.
• 3 years of customer service experience, insurance experience preferred.
• Property & Casualty insurance license required or must be able to obtain within a year.
• Knowledge of Farm Bureau discounts and programs or ability to learn quickly.
• Ability to communicate with a variety of audiences.
• Strong time management and problem-solving skills.
• Detail-oriented and professional with clients.
• Able to assist customers through technology with patience.

Responsibilities

• Work closely with customers and discuss discounts.
• Resolve issues about discounts or programs.
• Reach out to customers and set appointments.
• Cross-sell related discounts and programs.
• Handle incoming calls and answer questions.
• Collect payments and process policy changes.
• Set up bill accounts and handle simple billing requests.
• Submit claims paperwork as requested by claim representatives.
• Provide proof of insurance documents as needed.
• Assist with INFB Health Plans as appropriate.
• Other duties assigned by management.

Skills

Customer service

Communication

Time management

Problem solving

Attention to detail

Patience with technology

Education

High School diploma or GED

Tools

Android

iPhone/iOS

Job description

3155 John Williams Blvd
Bedford, IN 474210578, USA

Description

Responsibilities:

• Works closely with customers and discusses our discounts.
• Resolves issues about any of our discounts or programs.
• Reaches out to customers and sets appointments.
• Cross-sells to our customers with regards to the Multi-Line discount.
• Handles incoming calls and answers any questions.
• Collects payments and makes policy changes.
• Sets up bill accounts and works on other simple billing requests.
• Submits claims paperwork that is requested by the claim’s representatives.
• Provides proof of insurance documents that are requested by clients.
• May assist with INFB Health Plans.
• Any additional duties assigned by management.

Requirements for Success:

• High school diploma or GED equivalent.
• 3 years of customer service experience, insurance experience preferred.
• Property & Casualty insurance license required or must be able to obtain this license within a year.
• Working knowledge of Farm Bureau discounts and programs or ability to learn this information quickly.
• Ability to communicate with a variety of audiences.
• Strong time management and problem-solving skills.
• Strong attention to detail and accuracy.
• Ability to interact professionally with our internal and external clients.
• Proficient in using Android and Apple phones.
• Ability to have patience and understanding in guiding customers through technology.
• An organization that values work/life balance
• Paid vacation/sick leave
• 401(k) with match
• Fulltime with a Monday - Friday schedule
• Potential for a yearly bonus with a possible payout of up to 20% of the salary
• Contests and incentives
• Benefits eligibility within 30 days of employment
• Negotiable pay based on level of experience
• Collaborate in a team environment

#FO

Qualifications

Education

Required

High School or better.

Equal Opportunity Employer
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