JOB TITLE: Member Service Specialist – Healthcare Associate

REPORTS TO: Agency Manager in Appomattox County

DEPARTMENT: Sales

POSITION SUMMARY:

Serve as a member of the county sales team through insurance processing, service and sales assistance. This position is in training for the Sr Member Service Specialist – Healthcare Elite role within three years as Sr MSS requirements are met

PRIMARY DUTIES

• Handle quoting and servicing for Healthcare products available in the agency as a trainee.
• Handle healthcare open enrollment for the agency with support from VFBHIS.
• Complete all training and proficiency testing for Health insurance sales and servicing
• Insurance business processing: answer customer inquiries via phone, e-mail and in-person, process payments, submit claim reports, prepare certificates of insurance and binders, prepare correspondence, process Tier 1 changes to insurance policies.
• Support Agents: quote home and auto business; process new business; promote cross selling; set appointments for Agents; promote FB Bank products; support the sale of Southern Farm Bureau Life Insurance Products.
• Promote the Healthcare operation: maintain basic knowledge of product offerings; collect information required for a referral
• Support and promote the activities of the county farm bureau
• Maintain all County Farm Bureau records, files and permanent documents.
• Maintain the County Farm Bureau financial accounting system. Record all money transactions and make bank deposits.
• Maintain accurate county membership information by administering the membership renewal process, assigning new membership numbers, maintaining a paid listing of members as required in the Memorandum of Agreement, conducting the annual membership service check and by entering membership data into the membership system. This position is responsible for the county’s adherence to the membership policy.
• Assist in the planning of county board meetings and other meetings/events if requested. This includes attending board meetings, recording board minutes and maintaining minute books.
• Maintain good communication with the County President and Directors on issues relating to membership and service programs.
• Open and close office.
• Maintain county office supplies
• Operate all computer programs designed for County Farm Bureau and Insurance Company use.
• Ability to operate all office equipment such as telephone, printer, postage machine.

ADDITIONAL DUTIES

• Attend required training sessions and complete in office training as instructed.
• Perform other duties as requested by the manager.

MINIMUM EDUCATIONAL/EXPERIENCE QUALIFICATIONS

• High School Diploma
• Must obtain P&C and L&H licenses within four months of employment
• Must maintain licenses through CE credits

MINIMUM SKILL QUALIFICATIONS

• Ability to attend all required training classes and meetings (some overnight travel required)
• Technically proficient- MS Office products, ability to learn and utilize all in-house systems
• Positive attitude
• Strong detail orientation
• Effective in both verbal and written communications
• High degree of organization
• Proven customer focus
• Excellent Customer Service Skills
• Must be a team player
• Ability to multi-task and handle frequent interruptions

PREFERRED QUALIFICATIONS

• Bachelor's Degree
• Previous Insurance experience
• CISR Designation