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.
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.
Knowledge of Microsoft Word and Excel Required.
Microsoft Access Preferred.
Note Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.
PM19