ADO Field Trainer/Customer Service Representative Objective
To lead the Field Force to success by providing comprehensive training and customer service support for independent contractor insurance agents to quote, sell, and service clients. To provide operator service during normal business hours by answering and taking ownership of all incoming calls to the Agent Development Office (ADO) in a prompt, professional, and courteous manner. To proactively research and resolve policy issues by assisting agents and customers by phone, in-person, email, daily document listings, and system reports. To oversee daily office operations of the Agent Development Office and policy servicing. To be a multi-line subject matter expert for field staff. To offer training for all lines of business and system operations to ADO staff, agent staff, and agents.
ADO Field Trainer/Customer Service Representative Responsibilities
Assist customers and potential customers with questions regarding billing, insurance coverages, and member benefits.
Face-to-face interaction with ADO Field Customer Service Representatives, Agent Staff, Agents, Managing Partners, and insureds.
Receive, process, and verify insurance and membership transactions.
Take ownership of complaints and inquiries and proactively follow through to resolution.
Accept and apply payments from customers, make bank deposits and handle all monies according to money handling procedures.
Maintain cash drawer by counting cash and keeping a daily log.
Gather and prepare quotes and information for all lines of business.
Support new agents and field staff as they learn to use Farm Bureau Insurance and FB Partner Group products and procedures, as well as Farm Bureau membership.
ADO Field Trainer/Customer Service Representative Qualifications
Required
Associate`s degree required or equivalent experience may be considered.
Bachelor’s degree preferred with focus on business administration, FBCISR, AINS, CIC, management, insurance or finance or equivalent experience may be considered.
Experience with Microsoft Outlook, Word, Excel and PowerPoint required.
Active P/C license required or must be successfully obtained within 90 days of employment.
Willingness to pursue continuing job-related training and education required.
Preferred
Minimum one year of experience in insurance processing preferred.
Two-years professional office experience and customer service preferred.
Note: Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.
PM19
At Farm Bureau Insurance we’re dedicated to serving Michigan - and only Michigan.
We were founded in 1949 by Michigan farmers—members of Michigan Farm Bureau—who wanted an insurance company that worked as hard as they did, gave honest service, and cared about Michigan’s future.
Those values still guide us today and are a big reason why we are known as Michigan’s Insurance Company, dedicated to protecting the farms, families, and businesses of this great state.
Our 450 agents across Michigan provide a full range of insurance services—life, home, auto, farm, business, retirement, Lake Estate®, and more—protecting nearly 500,000 Michigan policyholders.
One of America's Best
We’re proud that we have helped thousands of Michigan families achieve financial security through our life insurance and retirement plans. In fact, we are consistently named one of the top 50 life insurance companies in America year after year, based on strength stability and outstanding financial performance. This rate, awarded by the Ward Group, recognizes Farm Bureau Life as one of the safest life insurers in America.
We are also rated Excellent by A.M. Best, one of the top monitors of the insurance industry. Nobody cares as much about protecting you, your family, and your future as we do. Read more about our ratings here.
Mission Statement: Protecting the People of Michigan from the Risks of Everyday Life
