OBJECTIVE:
To be an effective team member of the Life New Business Department. To provide quality support services in a prompt and professional manner to Farm Bureau Insurance agents and underwriters.
RESPONSIBILITIES:
Responsibilities:
- Keying and verifying data, reviewing applications for completeness, alpha indexing, preparing policy files, sorting, delivering and processing mail, and retrieving files.
- Assemble, check, and mail life and annuity policies along with necessary supporting documents, such as amendments, billings, and other correspondence necessary to assure proper and legal policy form.
- Provide underwriting and agent support by ordering necessary underwriting requirements.
- Process all financial transactions relating to an individual new business file.
- Correspond with agents, their staff, and other employees of the Farm Bureau Family of Companies via e-mail, fax or telephone for information needed or requested in a prompt, accurate and professional manner
- Maintain up-to-date knowledge of processing procedures, coverages and automated system operation for processing. Learn to develop and update processing procedures as needed.
- Maintain departmental standards for production and accuracy. Record daily activity and production as directed.
- Utilize an accurate understanding of company and customer, DIFS, agent, affiliated company relationships, and the company's core values and departmental standards for professionalism and courtesy in business conduct.
- Assist in other areas of the division during low volume periods and as needed.
- Perform general clerical duties as requested.
QUALIFICATIONS:
Required:
- High school diploma or equivalent required.
- Experienced computer usage and proven skills in Microsoft Outlook, Word, Excel and PowerPoint required.
- Keyboarding skills with accuracy required.
- One-year professional office experience and customer service preferred.
- Self-motivated and ability to learn quickly.
- Excellent oral and written communication skills.
- Ability to handle confidential and sensitive material with discretion.
- Ability to handle simultaneous demands on time and attention.
- Ability to perform professionally in a high speed and high-pressure environment.
- Ability to work with a high degree of accuracy.
Preferred
- Associate’s degree preferred
- Minimum one year of experience in insurance processing preferred.
- Experience working with Life and Annuity products preferred.