Front Office Client Experience Specialist

Farmers Insurance Group; Mentor (OH); Presencial; USD 21.000 - 30.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Health Insurance

Dental Insurance

Vision Insurance

Descripción de la vacante

Farmers Insurance Group is seeking a proactive front-office teammate to support clients and licensed agents in a busy agency, serving as the face of the office. The role involves coordinating non-licensed internal tasks, managing client experience, and contributing to agency culture.

Successful candidates will handle daily administrative duties, calendar management, event coordination, and basic marketing activities.

Formación

• Required Traits: Reliable, ability to complete tasks in an efficient manor, expert follow up, team player, dependable, positive, organized, great at communication, self starter.

Responsabilidades

• Unlock building & turn on TV at 8:00 AM; Lock building & turn off TV at 5:00 PM
• Check voicemail & write messages
• Make folders & ID cards for the day
• Attempt to reschedule appointments & properly manage the calendar
• Make/Edit Zoom meetings & resend links
• Inbound call delegating to CSSRs
• Pull clients up in ECMS / APEX & review notepad & comments prior to CSSR transfer
• Telegram usage
• Greet clients & explain the Areas of Concern (AOC) form & optional TOLH form
• Offer coffee or water & bring in client snack tray
• Telegram chat Agent when a client arrives & again when the form is completed
• Updating the calendar to “Completed” or “No-Show” after any client meetings
• Understanding of the “MIG Share Drive” (EX: updating the “Frequently Used Contacts”)
• excel spreadsheet when needed
• Filing / Scan in the AOC forms, correct any client account information, & add to client folders in MIG Share
• Supply management / ordering
• Organization (EX: keeping client waters stocked in the fridge)
• Making gift bags & keeping them stocked
• Handing out Captains Tickets during the season
• Making folders & keeping them stocked (FFR & NBDS)
• The mail (determine what stays & what gets thrown away)
• Client cards (thank you, sympathy, congrats, etc.)
• Walk-in billing; take payments & give receipt
• Apply checks & cash payments to the ACA
• Close ACA at the end of the day
• Taking deposit to bank within 48 hours of closing ACA
• Claims alert (courtesy calls - following up with clients on recent claims & call adjuster if needed)
• Manage tasks & to-do’s (self given & assigned)
• Social media management (Facebook posts & responding to followers. 2 posts per week required)
• Giveaways & drawings for social media (EX: monthly birthday drawing)
• Contacting vendors for marketing opportunities
• Cost share submissions for reimbursement
• Seeking community engagement opportunities
• Managing the Wall of Heroes
• Outbound calls to set life appointments with Agent (optional; for life bonus structure)

Descripción del empleo

Farmers Insurance Group is seeking a proactive front-office teammate to support clients and licensed agents in a busy agency, serving as the face of the office. The role involves coordinating non-licensed internal tasks, managing client experience, and contributing to agency culture.

Successful candidates will handle daily administrative duties, calendar management, event coordination, and basic marketing activities.