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Brokerage Customer Service Representative

Location
Department
Position Reports To

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

General Definition

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

Special Training, Education, Knowledge, and Skills Required

  • Associate’s Degree or other commensurate experience.

  • Agent’s property and casualty license will be required after hiring.

  • Must have very good oral and written communication skills.

  • Strong organizational 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, and Excel.

  • 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

Major Duties of Position

  • Respond to email communication and phone calls from the Agency Force regarding policy servicing needs.

  • Quote and bind coverage for various lines of property and casualty business.

  • Process applications for new business and renewals.

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

  • Maintain current client documentation and records in the Agency Management System.

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

  • Issue certificates of insurance.

  • Forward claim notices to appropriate companies and assist in pertinent correspondence regarding claims.

  • Process renewal, cancellation and reinstatement documentation as required.

  • Verify membership status.

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.

Email Us

Email us: elizabeth.finez@ncfbins.com