Insurance Processor
Farmers - Dallas County
Plano, TX US
Posted ago
Farmers - Dallas County

Are you a detail-oriented, organized, and efficient business professional looking for a multifaceted role that offers both professional training and opportunities for advancement? We have the job opportunity for you! Our growing insurance company is seeking a well-rounded insurance policy processor who is eager to master all responsibilities associated with policyholders to facilitate customer satisfaction and ultimately, insurance company success. The ideal fit will have exemplary communication skills and be poised to tackle tasks ranging from customer data entry to the cancellation of insurance policies. If this description sounds like you, be sure to apply today!

  • Make calls, send emails, and employ other channels in accordance with company policies to communicate with existing and prospective clients
  • Calculate and issue policyholders’ premiums, refunds, and adjustments, as needed
  • Ensure accurate recordkeeping by reviewing and verifying personal information including names, ages, addresses, insurance policies, insurance forms, and other data
  • Collaborate with policyholders, team members, and insurance agents to accurately modify, update, and process policies
  • Complete recordkeeping and data entry to maintain accurate client information

  • Track and share progress toward monthly quotas by consistently updating bookkeeping systems, sales databases, and customer records
  • Commit to a continued education in property and casualty insurance protocols and coverage requirements to ensure the ideal types of insurance policies are offered to existing clients, potential clients, and new customers
  • Propose ideal insurance plan options to existing, new, and prospective clients after spending time listening to evaluate their individual insurance needs and circumstances
  • Help existing, new, and prospective clients fulfill insurance policy requirements by ensuring the completion of necessary forms and examining physical properties prior to or during the insurance claims process
  • Bring in new clients by effectively executing sales-based marketing strategies like prospecting, cold calling, and networking

  • Customer service experience is preferred; exemplary communication and analytical skills are a must
  • Experience using data entry, recordkeeping, or insurance policy computer systems or programs is beneficial
  • High school diploma mandatory; relevant bachelor’s degree preferred
  • Experience using Microsoft Office, CRM systems, financial planning software, Google Suite, and other related account status computer systems needed
  • Working knowledge of insurance carriers, insurance policies, and insurance processing is beneficial

  • Experience with accounting and sales lead generation platforms is helpful
  • Stellar interpersonal communication skills, analytical skills, and customer service skills are needed
  • Candidates must have core computer skills and a demonstrated capability using Microsoft Office programs
  • Candidates must have and maintain a relevant P&C insurance license - or must be willing to get licensed

$30,000 - $70,000 yearly
About Farmers - Dallas County

We look to improve daily and want those with big dreams that they wish to accomplish to join our office!

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