Insurance Representative
vor 4 Wochen
Commensurate with Experience
Education and Experience Requirements:
Bachelor’s Degree in Business, Accounting, Finance, or a related field or equivalent experience and zero (0) to two (2) years of related business experience.
Job Scope:
Performs a variety of intermediate-level, moderately complex administrative duties associated with the sale and administration of cattle, pasture, and multi-peril insurance in accordance with standard procedures.
Works closely with more experienced insurance staff, relying on instructions and pre-established guidelines to perform the functions of the job. Relies on limited experience and judgment to plan and accomplish goals. Works under moderate supervision. A limited degree of analysis and judgment is required.
Essential Functions:
Functions in a training capacity to gain familiarity with a variety of cattle, pasture, and multi-peril insurance concepts, practices, and procedures. Learns to review financial and legal information and calculate rates and premiums from approved tables.
Gains knowledge of commonly used concepts, practices, and procedures of cattle, pasture and multi-peril insurance.
Manages client lists and assists senior-level staff with development of new customer leads.
Maintains all required insurance documentation and ensures accurate enrollment and billing processes are followed. Handles routine enrollment and billing issues.
Calculates rates and premiums from approved tables. Ensures proper collection of premiums from policyholders. Assists senior-level staff with resolution of policyholder's loss claim issues.
Assists senior-level staff with client retention efforts and may suggest additions or changes in insurance programs to policyholders.
Serves as a liaison between the Association and insurance carriers.
Skill Requirements:
Frequent interaction with association customers. Frequent interaction with association departmental staff and management. Occasional interaction with Farm Credit Bank of Texas staff. Frequent interaction with area professionals and others who deal with the association in the normal course of business.
Working Relationships:
Frequent interaction with association departmental staff and management. Occasional interaction with Farm Credit Bank of Texas staff. Occasional interaction with area professionals including real estate agents, commercial bankers, and others who deal with the association in the normal course of business.
Southern AgCredit, ACA is an EOE/AA/M/F/D/V Employer
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