Field Customer Care Representative Trainee

Texas Farm Bureau - Insurance Agents; Lockhart (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Texas Farm Bureau Casualty Insurance Company - Policy Services CAAP is seeking a detail-oriented administrative professional. You will serve members and insureds in person, by phone, and online, while supporting county office operations and promoting agricultural initiatives.

Responsibilities include assisting with membership applications, handling daily deposits, and maintaining confidentiality of sensitive information.

Qualifications

• High School Diploma or GED required.
• Obtain General Lines Property and Casualty license within 45 days of employment.

Responsibilities

• Provide prompt, courteous service to members and insureds in person, by phone, and online.
• Assist with membership applications and renewals.
• Maintain daily deposits per guidelines.
• Review delinquent membership reports and support renewals.
• Maintain confidentiality of sensitive information.
• Coordinate with CAAP Supervisor and Agency Manager on county office needs.
• Comply with Driving and Safety policy requirements.
• Perform other duties as assigned.

Skills

Typing 45 WPM

Microsoft Office

Excellent communication

Organizational skills

Teamwork

Interpersonal skills

Education

High School Diploma or GED

General Lines Property and Casualty license within 45 days

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

Job description

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

This position provides prompt, courteous, and knowledgeable service to earn members’ and policyholders' trust and satisfaction, while supporting County Farm Bureau operations.

MAJOR RESPONSIBILIITES AND AUTHORITY

Provide prompt, professional, and courteous service to members and insureds in person, by phone, and through electronic channels. Ensure every interaction reflects the organization’s commitment to excellence in customer care.

Assist in promoting and executing the core County Farm Bureau purpose activities. Place high priority on assisting the CFB President and Board members with duties related to the promotion of agriculture, including Board activities and general office and clerical support as directed.

Dedicate available time to understanding and mastering material for the General Lines Property and Casualty license exam.

Collaborate with team members and cross-train in various roles to ensure the seamless completion of daily tasks, especially in the absence of colleagues.

Assist the applicant with the membership application.

Observe the preparation of daily deposits in accordance with established guidelines and procedures.

Review the Delinquent Membership report daily and contact members to assist with membership renewal, updates to membership data, and payment.

Exercise good judgment and maintain confidentiality when handling critical and sensitive information, records, and reports regarding the county, members, and insureds.

Discuss with the CAAP Supervisor and, when needed, the Agency Manager, issues, problems, or needs within the county offices.

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

Other duties as may be assigned.

MINIMUM QUALIFICATIONS

High School Diploma or GED.

Obtain and maintain General Lines Property and Casualty license pursuant to Texas law. Must be acquired within 45 days of employment.

Ability to type a minimum of 45 WPM with a maximum of 5% errors.

Basic knowledge and experience with Microsoft Office software, including Word, Outlook, PowerPoint, and Excel.

Excellent communication skills, both written and oral.

Effective interpersonal verbal skills, in person and via telephone.

Ability to plan, organize, and complete detailed work independently or in a team environment.

Strong organizational skills with the ability to coordinate several tasks at the same time.

Willing and able to learn new skills and refine existing skills as needed.

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

Use of computer, telephone, copy machine, fax machine, scanner, and other office equipment over six (6) hours daily.

Extended periods of sitting and concentration.

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

Occasional lifting and moving items weighing up to 30 lbs.

Occasional travel by auto or other public transportation.

WORKING CONDITIONS

Occasional long, irregular work hours.

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