Member Services Specialist I jobs in United States
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Georgia Farm Bureau · 2 months ago

Member Services Specialist I

Georgia Farm Bureau is seeking a Member Services Specialist I to provide support for insurance business and member benefits. The role involves documenting contacts, ensuring service levels are met, and processing policy changes while maintaining confidentiality and security of member data.

AgricultureFarmingInsuranceLife Insurance

Responsibilities

Document all contacts made via telephone, email, fax, and instant message, for issues related to the processing of insurance business or member benefits
Responsible for research, review, and follow-up on all contacts to ensure that service levels are being met and policies and procedures are being followed
Recognize and diagnose issues and authorize billing adjustments for fees, installments, etc
Responsible for changes to due dates and pay plans/pay methods requested by agents/ members
Actively engage in cross-training activities to answer as many incoming calls/inquires with a minimum number of transfers
Use of independent judgment to determine when appropriate to transfer or escalate calls outside the call center or to management
Gather data to capture demographic information about Georgia Farm Bureau Members to maintain accurate contact information
Process limited policy changes for existing members (ex: add/delete vehicles, add/delete lienholders/mortgagees, etc.)
Maintain security of confidential data including but not limited to personal and private information, credit card information, routing numbers, account numbers, etc
Maintain an active Agent’s license in P&C and fulfill continuing education requirements
Ability to function in a fast-paced call center environment where multi-tasking is a necessity
Must be knowledgeable of all Membership processes
Maintain a working knowledge of all Member Benefit programs
Keep current on application software used to support all aspects of Membership and Insurance operations
Knowledgeable of business processes and procedures related to insurance – issuance and processing
Process membership and premium payments over the phone
Provide support for online services available through gfb.org and gfbinsurance.com including member access and online payments
Backup for the Switchboard Operator and the Member Services Processing Clerk
Assist with training other Specialists
Interaction with employees, members and outside entities is required daily to assist with problem reporting and resolution regarding policy information, membership and member benefits
Being a team-player committed to providing excellent service is also required

Qualification

P&C LicenseCustomer ServiceInsurance KnowledgeMS Office SuiteProblem SolvingInterpersonal SkillsVerbal CommunicationWritten CommunicationAttention to DetailTeam Player

Required

College degree or High School Diploma or equivalent and 2 years' experience at GFB or industry equivalent required
1 years' work experience in a customer service position required
working knowledge of standard PC application software (MS Office Suite) required
strong problem solving skills required
excellent interpersonal skills
excellent verbal and written communication skills required
must be a self-starter with a strong attention to detail
active participation in continuing education
license in P&C required or must obtain P&C Agent license within 90 days

Preferred

prior call center experience
Accounting experience
knowledge of policy processing
Insurance designation

Company

Georgia Farm Bureau

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Georgia Farm Bureau is a non-governmental association that offers home insurance, life insurance, car insurance and farm insurance.

Funding

Current Stage
Late Stage

Leadership Team

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David Jolley, CPA
Executive Vice President & CFO
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Jeffrey Harvey
Chief Administrative Officer (CAO)
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Company data provided by crunchbase