Member Service Specialist- Yorktown, VA

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

Benefits offered by this job

Paid training for licensing and sales

Medical and dental insurance on first/

401k with 6 percent company match

20 days of PTO per year

Job summary

Virginia Farm Bureau Family of Companies seeks a Member Service Specialist to provide insurance processing, service and sales support at the Yorktown, VA branch. You will become part of the county sales team and training for the Sr Member Service Specialist role within three years as requirements are met.

Responsibilities include processing inquiries, supporting agents, promoting healthcare and FB Bank products, maintaining records, and assisting with meetings.

Qualifications

• High School Diploma required; licenses within four months.
• Must obtain P&C and L&H licenses within four months of employment.
• Must maintain licenses through CE credits.
• Strong customer service and communication skills.
• Proficient in MS Office and in-house systems.

Responsibilities

• Process insurance inquiries by phone, email, or in person.
• Submit claim reports and issue certificates of insurance.
• Assist with new business quotes and cross-selling.
• Promote FB Bank products and support agents.
• Promote Healthcare product lines and referrals.
• Maintain county Farm Bureau records and financials.
• Administer membership renewals and manage records.
• Prepare board meeting minutes and support meetings.
• Open/close office and manage supplies.

Skills

Customer service

Verbal and written communication

Attention to detail

Organization

Team player

Multi-tasking

MS Office

Education

High School Diploma

P&C and L&H licenses within four months

Bachelor's Degree

CISR Designation

Tools

MS Office

Job description

• Excellent Customer Service Skills

POSITION TITLE:

Member Service Specialist

STATUS:

Non-exempt

LOCATION:

Charles City/ James City/ New Kent/ York Branch office located in Yorktown, VA

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
• Must maintain licenses through CE credits

Minimum Skill Qualifications

• 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
• Positive attitude
• Strong detail orientation
• Effective in both verbal and written communications
• High degree of organization
• Proven customer focus
• Excellent Customer Service Skills
• Must be a team player
• Ability to multi task and handle frequent interruptions

Preferred Qualifications

• Bachelor's Degeree
• Previous Insurance experience
• CISR Designation

Benefits

• 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.