Overview:
To be an effective team member of the Life New Business Department. To provide quality support services in a prompt and professional manner to Farm Bureau Insurance agents and underwriters.
Responsibilities:
Responsibilities:
* Keying and verifying data, reviewing applications for completeness, alpha indexing, preparing policy files, sorting, delivering and processing mail, and retrieving files.
* Assemble, check, and mail life and annuity policies along with necessary supporting documents, such as amendments, billings, and other correspondence necessary to assure proper and legal policy form.
* Provide underwriting and agent support by ordering necessary underwriting requirements.
* Process all financial transactions relating to an individual new business file.
* Correspond with agents, their staff, and other employees of the Farm Bureau Family of Companies via e-mail, fax or telephone for information needed or requested in a prompt, accurate and professional manner
* Maintain up-to-date knowledge of processing procedures, coverages and automated system operation for processing. Learn to develop and update processing procedures as needed.
* Maintain departmental standards for production and accuracy. Record daily activity and production as directed.
* Utilize an accurate understanding of company and customer, DIFS, agent, affiliated company relationships, and the company's core values and departmental standards for professionalism and courtesy in business conduct.
* Assist in other areas of the division during low volume periods and as needed.
* Perform general clerical duties as requested.
Qualifications:
Required:
* High school diploma or equivalent required.
* Experienced computer usage and proven skills in Microsoft Outlook, Word, Excel and PowerPoint required.
* Keyboarding skills with accuracy required.
* One-year professional office experience and customer service preferred.
* Self-motivated and ability to learn quickly.
* Excellent oral and written communication skills.
* Ability to handle confidential and sensitive material with discretion.
* Ability to handle simultaneous demands on time and attention.
* Ability to perform professionally in a high speed and high-pressure environment.
* Ability to work with a high degree of accuracy.
Preferred
* Associate's degree preferred
* Minimum one year of experience in insurance processing preferred.
* Experience working with Life and Annuity products preferred.
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