Member Service Specialist- Providence Forge, VA

Countryway Insurance Co.; Providence Forge (VA); On-site; USD 36,000 - 56,000; Full time

Benefits offered by this job

Medical and dental insurance on your 1

401k with 6% company match

20 days PTO per year

Job summary

Virginia Farm Bureau is seeking a Member Service Specialist in Providence Forge, VA. You will process insurance transactions, support agents with quotes and new business, and promote products while maintaining records and memberships.

The role involves training for a Sr Member Service Specialist within three years, with opportunities to handle county Farm Bureau programs and office operations. Strong communication and organizational skills are essential.

Qualifications

• High School Diploma required; must obtain P&C and L&H licenses within four months.
• Attend all required training classes and meetings; some overnight travel may be required.
• Technically proficient in MS Office and able to learn in-house systems.
• Effective in verbal and written communications; highly organized; team player.
• Ability to multi-task and handle interruptions while servicing clients.

Responsibilities

• Insurance processing: answer inquiries by phone, email and in person; process payments; submit claims; prepare certificates of insurance and binders.
• Support Agents: quote home/auto, process new business, promote cross selling, set appointments.
• Promote Healthcare and Farm Bureau products; collect information for referrals.
• Maintain county Farm Bureau records, files and permanent documents; manage financial transactions and deposits.
• Renew membership data and communicate with leadership; assist in board meeting planning.
• Open/close office; maintain supplies; operate computer programs and office equipment.

Skills

Verbal communication

Written communication

Organization

Team player

Multi-tasking

MS Office skills

Learn in-house systems

Customer service

Education

High School Diploma

P&C license within 4 months

L&H license within 4 months

Tools

MS Office

Job description

Member Service Specialist- Providence Forge, VA

Location: Providence Forge, VA

Company:

POSITION TITLE: Member Service Specialist

STATUS: Non-exempt

LOCATION: Charles City/ James City/ New Kent office located in Providence Forge, VA

*This position is open to candidates located in Williamsburg, Yorktown, Charles City, Jamestown, and Providence Forge

REPORTS TO: Agency Manager

COMPENSATION: $36,000 - $56,000 Annually

POSITION SUMMARY:

Serve as a member of the county sales team through insurance processing, service and sales assistance. This position is in training for the Sr Member Service Specialist role within three years as Sr MSS requirements are met

PRIMARY DUTIES

• Insurance business processing: answer customer inquiries via phone, e-mail and in-person, process payments, submit claim reports, prepare certificates of insurance and binders, prepare correspondence, process Tier 1 changes to insurance policies.
• Support Agents: quote home and auto business; process new business; promote cross selling; set appointments for Agents; promote FB Bank products; support the sale of Southern Farm Bureau Life Insurance Products.
• Promote the Healthcare operation: maintain basic knowledge of product offerings; collect information required for a referral
• Support and promote the activities of the county farm bureau
• Maintain all County Farm Bureau records, files and permanent documents.
• Maintain the County Farm Bureau financial accounting system. Record all money transactions and make bank deposits.
• Maintain accurate county membership information by administering the membership renewal process, assigning new membership numbers, maintaining a paid listing of members as required in the Memorandum of Agreement, conducting the annual membership service check and by entering membership data into the membership system. This position is responsible for the county’s adherence to the membership policy.
• Assist in the planning of county board meetings and other meetings/events if requested. This includes attending board meetings, recording board minutes and maintaining minute books.
• Maintain good communication with the County President and Directors on issues relating to membership and service programs.
• Open and close office.
• Maintain county office supplies
• Operate all computer programs designed for County Farm Bureau and Insurance Company use.
• Ability to operate all office equipment such as telephone, printer, postage machine.

ADDITIONAL DUTIES

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

MINIMUM EDUCATIONAL/EXPERIENCE QUALIFICATIONS

• High School Diploma
• Must obtain P&C and L&H licenses within four months of employment
• Ability to attend all required training classes and meetings (some overnight travel required)
• Technically proficient- MsOffice products, ability to learn and utilize all in-house systems
• Effective in both verbal and written communications
• High degree of organization
• Must be a team player
• Ability to multi task and handle frequent interruptions

PREFERRED QUALIFICATIONS

• Previous Insurance experience
• CISR Designation
• Paid training for both licensing and standard sales training
• Ongoing development and support in all roles
• Medical and dental insurance on your first day of work
• 401k with 6 percent company match
• 20 days of Paid Time off (PTO) each year

At VA Farm Bureau, we provide an exceptional benefits package, including ongoing job development and support in all roles, paid training and continuing education reimbursement, medical and dental insurance available on your first day, generous employee 401K contribution, excellent Paid Time off (PTO) plan and more!

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.