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Oklahoma Farm Bureau Insurance · 2 months ago

Customer Service Representative- Wagoner County

Coweta, OK

Full-time

Onsite

Entry Level

$12/hr - $13/hr

1+ years exp

Oklahoma Farm Bureau Insurance is seeking a County Secretary/Customer Service Representative to provide clerical and administrative support. The role involves answering phones, managing correspondence, coordinating meetings, and assisting with insurance-related tasks.

Auto InsuranceFinancial ServicesInsurance

Responsibilities

Assist with answering phones, forwarding calls, and sending reminders as necessary

Reads and routes incoming correspondence such as mail, fax, etc

Notifies County President and board of federation issues and events

Produces weekly communications as directed by county

Greets visitors and conducts to appropriate area or person

Act as liaison & point person for Wagoner County and in all outside relations with various entities such as insureds, members, and the general public

Prioritizes county Farm Bureau federation tasks and responsibilities

Coordinates and arranges meetings, prepares agendas and materials, prepares facilities, and attends county board meetings to record and transcribe minutes of meetings

Makes copies of correspondence or other printed materials

Prepares outgoing mail and correspondence, including e-mail and faxes

Organizes and maintains file system and files correspondence and other records

Orders and maintains supplies and arranges for equipment maintenance

Responsible for monthly bill payments and timely deposits for the County

Assists county in completing yearly awards packet

Balances monthly bank statements for accuracy

Tracks upcoming expenses for county budget

Issues and prints checks in QuickBooks System

Works to increase county Farm Bureau membership and assists with seeking new insurance business

Provides insurance quotes and accepts insurance applications

Interprets policies and explains insurance coverages & procedures

Assists with the negotiation and selling of insurance products

Produce new member packets and update benefit highlights monthly

Constantly promote Farm Bureau membership

Additional duties, as assigned by County

Qualification

PropertyCasualty CSR LicenseCustomer ServiceComputer SkillsInterpersonal SkillsMathematical SkillsBusiness AcumenJudgementPlanning/OrganizingProfessionalismWritten CommunicationOral CommunicationAdaptability

Required

High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience

Must have valid Property and Casualty CSR License or obtainment of Property and Casualty CSR License within six months upon employment

Ability to read and comprehend simple instructions, short correspondence, and memos

Ability to write simple correspondence

Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals

Ability to compute rate, ratio, and percent and to draw and interpret bar graphs

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions

Ability to deal with problems involving a few concrete variables in standardized situations

To perform this job successfully, an individual should have general knowledge of computers and computer systems including hardware and software

Must have knowledge of secretarial, office administrative procedures, and knowledge of use and operation of standard office equipment, at a level acquired through 1+ years related experience