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Michigan Farm Bureau
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  • CELIC Policy Services Representative  

    - Cincinnati
    CELIC Policy Services RepresentativeUS-OH-CincinnatiJob ID: Type: Regu... Read More



    CELIC Policy Services Representative

    US-OH-Cincinnati

    Job ID:
    Type: Regular Full-Time
    # of Openings: 1
    Category: Customer Service/Support
    CELIC Ohio Main Office (CELOH)

    Overview

    CELIC Policy Services Representative Objective

    To be an effective team member of the Life Customer Service Team. To provide excellent customer service in a prompt and professional manner. To address questions and concerns from customers by providing account or policy information and solving problems or errors. To process policy changes and payments. To maintain most reports and tasks.



    Responsibilities

    CELIC Policy Services Representative Responsibilities

    Provide customer service by fielding incoming phone calls from agents and policyholders. Issue new business and review policy applications for complete and accurate information. Process policy changes and endorsements. Provide quotes upon request. Answer questions regarding life/preneed products. Contact field representatives and/or agents for missing information. Troubleshoot and assist agent and policyholders promptly and accurately.

    Maintain workflow within the unit. Issue policies and record and deposit money promptly and accurately. Mail appropriate copies of policies to policyholder, agent or both. Keep policy files up-to-date.

    Test changes to the automated system, as they relate to job functions.



    Qualifications

    CELIC Policy Services Representative Qualifications

    Required

    High school education required.

    Prior customer service experience needed, preferably in the insurance field.

    Strong communication and customer service skills a must.

    Data entry and keyboard skills required.

    Good judgment, friendly and helpful attitude; good math aptitude a plus.

    Note: Farm Bureau Family of Companies (CELIC) offers a full benefit package including medical, dental, vision, and 401K. This position is located in Cincinnati, Ohio.

    PM19


    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Compensation details: 6 Yearly Salary



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  • Life New Business Processor  

    - Lansing
    Life New Business ProcessorUS-MI-LansingJob ID: Type: Regular Full-Tim... Read More



    Life New Business Processor

    US-MI-Lansing

    Job ID:
    Type: Regular Full-Time
    # of Openings: 1
    Category: Customer Service/Support
    Farm Bureau Center

    Overview

    Life New Business Processor Objective

    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

    Life New Business Processor Responsibilities

    Create online policy records efficiently and accurately. 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, keying and verifying data, reviewing applications for completeness, alpha indexing, preparing policy files, sorting, delivering and processing mail, and retrieving files.

    Order and follow up daily on medical records until they are received.

    Process all financial transactions relating to an individual new business file, including rollovers, transfers, commission adjustments, medical fees payment, general premium accounting and list bill processing.



    Qualifications

    Life New Business Processor Qualifications

    Required

    High school diploma or equivalent required.

    Six to twelve months' employment in insurance environment required.

    Life insurance experience required.

    Previous experience as a Life Processor or equivalent experience required.

    Knowledge of life/annuity products required.

    Ability to learn quickly. Willingness to pursue continuing job related training and education required.

    Preferred

    Associate's degree preferred with focus on insurance, business administration, finance or management.

    Designations in FLMI, CLU, FALU, LLIF and/or ChFC preferred, or actively being pursued.

    Certification in LOMA Level I preferred.

    PM19


    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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