Member Service Specialist- Loudoun County Branch

Virginia Farm Bureau Family of Companies; Purcellville (VA); On-site; USD 36,000 - 56,000; Full time

Benefits offered by this job

Medical and dental insurance on first/

401(k) with 6% match

20 days Paid Time Off

Paid training

Continuing education reimbursement

Ongoing development and support

Legal Shield resources

Flexible spending account

Gym membership discounts for field (FB

Job summary

Loudoun County Farm Bureau in Purcellville, VA seeks a career-oriented, customer-focused Member Service Specialist in a full-time, non-exempt on-site role. You will assist members, support the sales team and help maintain office operations, with training funded for licensing.

Benefits include medical/dental insurance, 401(k) with 6% match, 20 days PTO, paid training, CE reimbursements and ongoing development opportunities for field employees.

Qualifications

• High school diploma
• Property & Casualty license within three months of employment (training paid by us)
• Keep license current through continuing education (CE) credits

Responsibilities

• Answer questions by phone, email and in person
• Process payments, submit claim reports and prepare certificates of insurance and binders
• Prepare correspondence and process Tier 1 changes to insurance policies
• Quote home and auto insurance and process new business
• Promote cross-selling and set appointments for agents
• Promote Facebook Bank products and support life insurance product sales
• Support Healthcare operation: know basic offerings and collect referral information
• Maintain county Farm Bureau records, files and permanent documents
• Maintain financial accounting: record money transactions and deposits
• Manage membership data: renewals, member numbers, paid listings, minutes
• Plan and attend board meetings and maintain minute books
• Open/close the office and manage office supplies
• Perform other duties as requested by the manager

Skills

Customer service

Attention to detail

Communication skills

Education

High school diploma

Job description

Member Service Specialist: Purcellville, VA

Loudoun County Farm Bureau Branch Office

Status: Non-exempt, Full-Time | Reports to: Agency Manager

Location: Loudoun County Branch office in Purcellville, Virginia

Pay:$36,000 – $56,000 a year

Schedule: Monday – Friday, 8:30 am – 5:00 pm

Be the Heart of Farm Bureau in Western Loudoun County!

Do you love helping people? Are you organized and good with details? Are you looking for a stable, full-time career with great benefits and room to grow? Our Loudoun County Farm Bureau office in Purcellville is looking for a career-oriented, customer-focused Member Service Specialist to join our team.

You’ll be the person members call, email and visit when they need help. That includes farm families, small business owners and longtime Loudoun residents. You’ll also support our sales team and keep the Loudoun County Farm Bureau running smoothly behind the scenes. If you like variety, people and getting things done, you’ll fit right in.

Why You’ll Love Working Here

• Monday – Friday, 8:30 am – 5:00 pm. Weekends are yours.
• Medical and dental insurance on your first day
• 401(k) with a 6% company match
• 20 days of Paid Time Off every year
• Paid training for both licensing and standard sales training, plus continuing education reimbursement
• Ongoing development and support in every role
• Extra perks, including Legal Shield resources, a flexible spending account and gym membership discounts for field employees

No insurance license? No problem.

We’ll pay for your training. You’ll need to earn your Property & Casualty license within three months of starting.

What You’ll Do

Take care of our members

• Answer customer questions by phone, email and in person
• Process payments, submit claim reports and prepare certificates of insurance and binders
• Prepare correspondence and process Tier 1 changes to insurance policies

Power up our sales team

• Quote home and auto insurance and process new business
• Promote cross-selling and set appointments for agents
• Promote FB Bank products and support sales of Southern Farm Bureau Life Insurance products
• Promote our Healthcare operation: know the basic product offerings and collect the information needed for a referral

Keep the county Farm Bureau running

• Support and promote county Farm Bureau activities
• Maintain all county Farm Bureau records, files and permanent documents
• Maintain the county Farm Bureau’s financial accounting system, record all money transactions and make bank deposits
• Keep membership information accurate. This includes running the renewal process, assigning new membership numbers, keeping a paid member listing as required by the Memorandum of Agreement, conducting the annual membership service check and entering data into the membership system. You’ll be responsible for the county’s adherence to the membership policy.
• Help plan county board meetings and other meetings or events when asked, which includes attending board meetings, recording minutes and maintaining minute books
• Keep in close contact with the County President and Directors on membership and service programs

Run the office

• Open and close the office
• Keep office supplies stocked
• Use all computer programs designed for county Farm Bureau and insurance company use
• Operate office equipment such as the telephone, printer and postage machine

And more

• Attend required training sessions and complete in-office training as instructed
• Perform other duties as requested by the manager

What You Need

• High school diploma
• Property & Casualty license within three months of employment (we pay for your training)
• Keep your license current through continuing education (CE) credits

Virginia Farm Bureau Companies provide equal employment opportunity in all aspects of employment without regard to race, color, national origin, religion, gender, pregnancy, age, disability, orientation or veteran status.