Associate Life Customer Service Specialist Objective
To be an effective team member of the Life Customer Service Department. To provide customer service in a prompt and professional manner. To address policy and billing related questions and concerns from internal and external customers on all Life and Annuity lines of business via telephone and email. To process billing account changes, policy changes, distributions, and payments. To provide support and assist in maintaining departmental standards.
Associate Life Customer Service Specialist Responsibilities
Acquire and maintain knowledge of Farm Bureau’s Life and Annuity policy rules and guidelines of product contracts and their various endorsements and riders.
Answer telephone inquiries and process transactions on all life and annuity products from agents, insureds, and third parties effectively and efficiently. Take ownership of complaints and inquiries and proactively follow through to resolution.
Represent the company professionally in both knowledge and conduct. Gain and maintain advanced knowledge of both billing and products to process information, including changes, answering questions, and resolving problems. Ensure information regarding customer requests and complaints is provided accurately and efficiently. Provide answers or solutions in a clear and concise manner. Make reasoned decisions quickly and appropriately.
Participate in task, insurance, and telephone training as well as leadership and personal improvement courses. Use the Professional Telephone and Email Standards consistently and as defined by the company.
Associate Life Customer Service Specialist Qualifications
Required
High school diploma or equivalent required.
Minimum six months of experience in insurance processing required.
Experience or training in telephone and written communications required.
Experience in customer service activities required.
Willingness to pursue continuing job-related training and education required.
Completion of Customer Service training required.
Designations in FLMI, CLU, FALU, LLIF or ChFC required, or actively being pursued.
Preferred
Associate degree preferred, with focus on insurance, business administration, finance, or management.
One-year professional office experience preferred.
Certification in LOMA FLMI Level I required. Bilingual skills 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
