Field Customer Care Trainee – Insurance & Member Services

Texas Farm Bureau and Affiliated Companies; Jourdanton (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Texas Farm Bureau Casualty Insurance Company is seeking an organized, service-oriented individual for a County Farm Bureau support role. You will interact with members and insureds in person, by phone, and online, while supporting office operations and board activities.

The position involves preparing for the General Lines Property and Casualty license exam, handling deposits, and assisting with membership processing. Collaboration and confidentiality are essential in this role.

Qualifications

• High School Diploma or GED.
• General Lines Property and Casualty license must be obtained within 45 days of employment.
• Type a minimum of 45 WPM with at most 5% errors.
• Proficient with Word, Outlook, PowerPoint and Excel.

Responsibilities

• Provide prompt, professional service to members and insureds in person, by phone, and online.
• Assist in promoting and supporting County Farm Bureau activities and board duties.
• Study for the General Lines Property and Casualty license exam.
• Collaborate with teammates and cross-train to cover daily tasks.
• Assist applicants with membership applications.
• Handle daily deposits per guidelines.
• Review delinquent membership reports and contact members.
• Maintain confidentiality of sensitive information.
• Raise issues with CAAP Supervisor or Agency Manager as needed.
• Comply with Driving Policy requirements.
• Perform other duties as assigned.

Skills

Typing 45 WPM

Communication skills

Interpersonal skills

Organizational skills

Time management

Teamwork

Learning agility

Education

General Lines Property and Casualty license (Texas)

Tools

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Microsoft Excel

Job description

Texas Farm Bureau Casualty Insurance Company is seeking an organized, service-oriented individual for a County Farm Bureau support role. You will interact with members and insureds in person, by phone, and online, while supporting office operations and board activities.

The position involves preparing for the General Lines Property and Casualty license exam, handling deposits, and assisting with membership processing. Collaboration and confidentiality are essential in this role.