Member Service Specialist- Providence Forge, VA

Countryway Insurance Co.; Virginia, Northern (MN, KY); Hybrid; USD 36,000 - 56,000; Full time

Benefits offered by this job

Medical and dental insurance on first/

401k with company match

PTO 20 days

Job summary

Virginia Farm Bureau is seeking a hardworking Member Service Specialist for our Providence Forge office. This role supports insurance processing, service, and sales activities, with training toward a Senior MSS within three years.

Responsibilities include handling inquiries, processing payments and changes, quoting policies, and promoting products. This position requires licenses within four months, strong organization, and team collaboration.

Qualifications

• High School Diploma is required.
• Must obtain P&C and L&H licenses within four months of employment.
• Attendance at required training classes; some overnight travel may be required.
• Proficient with MS Office; able to learn in-house systems.

Responsibilities

• Answer customer inquiries via phone, email and in person; process payments and binders.
• Provide quotes for home and auto; process new business; promote cross-selling; assist agents.
• Promote the healthcare operation; collect information for referrals.
• Maintain records for County Farm Bureau; support county activities.
• Maintain the county membership data; renewal processing and deposits.
• Assist in planning county board meetings and take minutes.
• Communicate with County President and Directors on membership issues.
• Open/close office and manage office supplies.
• Operate County Farm Bureau and Insurance Company software and office equipment.

Skills

Customer service

Communication

Organizational skills

Team player

Education

High School Diploma

Tools

MS Office

Job description

Member Service Specialist- Providence Forge, VA

Location: Providence Forge, VA

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.