Associate Financial Services Specialist

OBJECTIVE

Associate Financial Services Specialist Objective

To process various financial transactions to support our billing and policy issuance systems. To address questions and concerns from internal and external customers by providing billing account and personal lines and commercial lines of business policy information.  To correspond with insureds, outside collection agencies, debtors, and Farm Bureau Insurance agents, while utilizing professional customer service skills. To work closely with Customer Service to resolve billing or financial related issues. To process write-offs and reverse write-offs on policies as needed.

RESPONSIBILITIES

Associate Financial Services Specialist Responsibilities

Maintain knowledge of billing and all P/C products to process information, including changes, answering questions, and resolving problems. Ensure details of customer requests and complaints are handled accurately and efficiently by providing answers or solutions in a clear and concise manner. Make reasoned decisions quickly and appropriately.

 

Receive and apply collection payments throughout Farm Bureau systems.

 

Prioritize, analyze, and process daily, weekly, and monthly cash accounting reports, including complex and multi-step tasks, accurately and within service standards.

QUALIFICATIONS

Associate Financial Services Specialist Qualifications

 

Required

High school diploma or equivalent required.

 

Computer experience required.

 

Knowledge of Microsoft Word and Excel Required.

 

Preferred

Professional office experience with three to five years of insurance experience preferred.

 

Basic accounting or bookkeeping experience preferred. 

 

Designations in AINS, ACS or AIS preferred.

 

Microsoft Access Preferred.

 

Note This position is hybrid (work remotely from Michigan, and in the Farm Bureau Home Office located in Lansing, Michigan) for approximately the first 4-6 months depending on training and staffing but will be full time work from home (remotely within Michigan) in the near future.

 

Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.

 

PM19