Farm Client Services Specialist

Responsibilities

• Assist account managers with claims, policy issuance, endorsements, schedules, and other items related to the servicing of clients policies in a timely and accurate manner.
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs.
• Absorb and respond promptly and professionally to clients' questions.
• Research client questions thoroughly to provide accurate information and solutions.
• Aid Account Manager in gathering pertinent information to complete quoting and policy issuance process.
• Accurately and regularly document all important policy details and other pertinent account information in agency management system in accordance with agency standards.
• Assemble and mail policy materials to clients.
• Interact with carrier portals and agency management software to process policy documents.

Requirements

• College education or equivalent insurance experience.
• Must have solid computer skills and experience with Microsoft Office.
• Prior Farm or Equine Industry experience is a plus.
• Ability to multi-task and handle heavy workload with minimal supervision; able to self-check for accuracy; and independently research and analyze.
• Demonstrated experience meeting deadlines and working with shifting priorities.
• Ability to communicate orally and in writing with others (clients, colleagues, carrier partners) to explain complex issues, interpret complex information, and respond appropriately.

Benefits

• 401(k), 401(k) match
• Flexible hours
• Health insurance
• Paid time off
• Paid parental leave
• Bonuses
• Paid holidays
• Professional development
• Wellness program
• Company paid life insurance
• Company paid long-term disability insurance
• Employee assistance program