FCS Financial · 22 hours ago
Financial Services Specialist, Crop & Livestock Insurance
FCS Financial is a member of the Farm Credit System, seeking a proactive Financial Services Specialist to support their members in crop insurance. This role involves document processing, customer service, and insurance claims processing to ensure compliance and accuracy in insurance operations.
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Responsibilities
Receives and tracks documents related to crop insurance policies
Reviews documents for accuracy and requests additional information when needed
Monitors process to ensure completion and compliance with internal and external requirements
Data entry within AIP processing systems including mapping
Generates reports to review accuracy and finalize processing
Scans documents into Document Management Program
Verifies with CRM reports the proper conversion for each policy
Sets up new contacts and updates contact records as needed
Resolves discrepancies in CRM
Purchases and retires stock through Cornerstone
Provides customer service through telephone, email and face to face interactions
Coordinates with agent to schedule customer appointments
Communicates with other insurance agents, approved insurance providers, Farm Service Agency staff and lenders to meet customer needs
Enter customer claims with respective insurance companies
Communicates with insurance representatives and/or adjusters to facilitate accuracy on claims
Attends meetings, conferences and training sessions to understand changes to the crop insurance programs, processes and procedures and to attain and maintain a crop insurance license
Processes incoming and outgoing daily mail
Generates reports for bulk mailings
Assists agent in reviewing reports for accuracy before mailing to customers
Other duties as assigned to meet the needs of the organization
Qualification
Required
High school diploma required
1 year of related experience
Or an equivalent combination of education and experience sufficient to perform the essential functions of the job
Working knowledge of the agriculture industry
General knowledge of Association financial operating systems
General knowledge of how crop insurance works
Ability to obtain Missouri Crop Insurance License
Skill in listening and conveying awareness of a customer's problem or issue to find resolution
Oral and written communication skills, sufficient to exchange information effectively with peers, supervisor and customers
Skill in prioritizing assignments to complete work in a timely manner
Skill in gathering, compiling and organizing information
Skill in utilizing time in an efficient and effective manner
Skill in working as part of a team and collaborating with colleagues
Skill in performing a variety of duties under the stress of frequent interruptions or distractions
Skill in utilizing Microsoft Office to increase efficiency and/or effectiveness
Responsible to appropriately protect the confidentiality, security, and integrity of the Association's systems and data and clients' data
Preferred
Customer service, technical documentation, and ag background preferred
Crop insurance experience is a bonus
Benefits
Competitive compensation and comprehensive benefits package