Financial Services Specialist, Insurance

Uzņēmums: FCS Financial
Darba veids: Pilna laika

Description/Job Summary
At FCS Financial, part of the nationwide Farm Credit System, we are looking for a Financial Services Specialist, Crop Insurance to join our Customer Service Team! FCS Financial is a member of the largest agriculture lending cooperative in the United States today. We are looking for a friendly, confident, customer-focused, pro-active, organized, and precise individual that enjoys working with our customers! If you have experience in providing excellent customer service, working with detailed technical documents, are a team player, and are familiar with agriculture this opportunity is for you! Experience processing and servicing insurance documents and a familiarity of crop insurance is preferred, but not required.
This Financial Services Specialist, Crop Insurance position processes and services all crop insurance policies within an assigned territory. The successful candidate will serve as a liaison/facilitator in the workflow between the market facing staff, the internal staff, and external resources.
Our Financial Services Specialist, Insurance position has a career path that offers personal and professional growth! The starting salary for this position is $37,000, however salary may be commensurate with experience.
This position's office location is in Maryville, MO.
This position is classified as Non-Exempt under the Fair Labor Standards Act.
This position is open until filled.
Department: Marketplace Services
Reports To: Services Team Leader - Insurance
Supervises: None
Responsibilities/Duties
Job Functions*
Percentage
Job Functions
35%
Document Processing
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
25%
Electronic File Management/Customer Relationship Management System (CRM)
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
25%
Customer Service
Provides customer service through telephone, email and face to face interactions
Correlates with agent to schedule customer appointments
Communicates with other insurance agents, approved insurance providers, Farm Service Agency staff and lenders to meet customer needs
5%
Insurance Claims Processing
Enter customer claims with respective insurance companie
Communicates with insurance representatives and/or adjusters to facilitate accuracy on claims
5%
Continuing Education
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
5%
Mail Processing
Processes incoming and outgoing daily mail
Generates reports for bulk mailings
Assist agent in reviewing reports for accuracy before mailing to customers
n/a
Other duties as assigned to meet the needs of the organization.
* Essential Functions for this position consist of all items listed under any category that make up 5% or more of the job duties. This job description is subject to change without notice.
Required Skills
Minimum Qualifications
High School diploma
1 year of related experience
Or an equivalent combination of education and experience sufficient to perform the essential functions of the job
Required Knowledge and Skills
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

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