Come Work With Us

At NC Farm Bureau, we operate with integrity, employ people who care, and offer benefits that grow with you. Come join the Farm Bureau family.

Agency Customer Service Representative

Position Reports To

Location: Raleigh, NC
Department: Marketing/Agency
Position Reports To: Agency Director

General Definition

An Agency CSR provides assistance to the Agency Force and occasionally Farm Bureau members for property and casualty business brokered to companies outside of NC Farm Bureau Mutual Insurance Company.

Principal Duties and Responsibilities:

  • Answer phone calls from Agency Force regarding quotes and questions on policies.

  • Quote and Bind coverage for various lines of business.

  • Process applications for new business and renewals.

  • Account invoicing for new business, additional premiums and renewals.

  • Data entry to maintain a client base in our Agency Management System (AFW).

  • Distribute policies and various forms that are received during the policy period.

  • Scanning all work into the docstar imaging system and filing to appropriate client on AFW.

  • Issue certificates of insurance as needed.

  • Forwarding claim notices to appropriate companies after scanning and documenting AFW.

  • Send renewal information to agents and maintain policy status.

  • Cancel or reinstate policies (including invoices) as needed to maintain client policy status.

  • Verify membership status.

Special Training, Education, Knowledge and Skills Required:

  • Agent’s property & casualty license will be required.

  • Must have very good oral and written communication skills.

  • Strong organization skills.

  • Strong work ethic with the ability to deliver high quality results in a time-sensitive environment, as well as the ability to take initiative in a professional manner.

  • Pleasant and outgoing personality.

  • Ability to manage multiple tasks simultaneously.

  • Demonstrated working knowledge of the Microsoft Office applications including, but not limited to, Word, Outlook, Excel, and Internet Explorer.

  • Strong teamwork and collaborative skills, including excellent interpersonal skills and ability to work independently and with others.

  • Complete understanding or willingness to learn policies, procedures, principles, concepts, practices, and standards as they pertain to the Agency.

How to Apply

Send your resume and cover letter to our HR representative, Elizabeth Finez.

Send by Mail

Attn: Elizabeth Finez North Carolina Farm Bureau Insurance Group P.O. Box 27427 Raleigh, NC 27611-7427 (919)782-1705

Send by Email

Send your resume and cover letter to our HR representative, Elizabeth Finez.

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