Field Customer Care Representative Trainee

Texas Farm Bureau; Town of Texas (WI); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Texas Farm Bureau Casualty Insurance Company, Department: Policy Services - CAAP, seeks an organized professional to deliver prompt service to members and insureds, both in person and remotely. You will prepare for the General Lines Property and Casualty license, handle membership tasks, and support office operations with cross-training across roles.

The role emphasizes confidentiality, accuracy in deposits and records, and collaboration with leadership to meet county office goals.

Qualifications

• High school diploma or GED required.
• General Lines Property and Casualty license must be obtained within 45 days of employment.
• Proficient typing at least 45 WPM with minimal errors.
• Strong written and verbal communication skills.
• Proficient in Microsoft Office applications.

Responsibilities

• Provide prompt, courteous service to members and insureds in person, by phone, and electronically.
• Assist in promoting county farm bureau activities and support board duties.
• Study and prepare for the General Lines Property and Casualty license exam.
• Collaborate with team members and cross-train to cover daily tasks.
• Assist applicants with membership applications and renewals.
• Maintain deposits and observe delinquent membership workflows.
• Protect confidentiality of sensitive information and records.
• Coordinate with supervisor and agency manager on county needs.
• Comply with fleet operator policy as required.
• Perform other duties as assigned.

Skills

Communication skills

Interpersonal skills

Typing 45 WPM

Microsoft Office

Education

High School Diploma or GED

General Lines Property and Casualty license

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

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.