What are the responsibilities and job description for the Customer Service Representative- Wagoner County position at Oklahoma Farm Bureau Insurance?
Job Title: County Secretary/Customer Service Representative (CSR)
Reports To: Wagoner County Board of Directors and Supervising Agent
FLSA Status: Non-Exempt; Full-Time
Location: Wagoner County, Coweta, Oklahoma
Summary: Provide clerical work and minor administrative and business detail.
Essential Duties and Responsibilities include, but not limited to:
Assist with answering phones, forwarding calls, and sending reminders as necessary.
Reads and routes incoming correspondence such as mail, fax, etc.
Notifies County President and board of federation issues and events. Produces weekly communications as directed by county.
Greets visitors and conducts to appropriate area or person.
Act as liaison & point person for Wagoner County and in all outside relations with various entities such as insureds, members, and the general public.
Prioritizes county Farm Bureau federation tasks and responsibilities.
Coordinates and arranges meetings, prepares agendas and materials, prepares facilities, and attends county board meetings to record and transcribe minutes of meetings.
Makes copies of correspondence or other printed materials.
Prepares outgoing mail and correspondence, including e-mail and faxes.
Organizes and maintains file system and files correspondence and other records.
Orders and maintains supplies and arranges for equipment maintenance.
Responsible for monthly bill payments and timely deposits for the County.
Assists county in completing yearly awards packet.
Balances monthly bank statements for accuracy. Tracks upcoming expenses for county budget.
Issues and prints checks in QuickBooks System.
Works to increase county Farm Bureau membership and assists with seeking new insurance business.
Provides insurance quotes and accepts insurance applications.
Interprets policies and explains insurance coverages & procedures.
Assists with the negotiation and selling of insurance products.
Produce new member packets and update benefit highlights monthly.
Constantly promote Farm Bureau membership.
Additional duties, as assigned by County.
Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs.
Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret written information.
Business Acumen - Understands business implications of decisions.
Diversity - Shows respect and sensitivity for cultural differences; Promotes a harassment-free environment.
Ethics - Works with integrity and ethically; Upholds organizational values.
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time.
Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently.
Professionalism - Approaches others in a tactful manner; Treats others with respect and consideration regardless of their status or position.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality.
Adaptability - Adapts to changes in the work environment; Able to deal with frequent change, delays, or unexpected events.
Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or abilityrequired. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education And/or Experience
High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. Must have valid Property and Casualty CSR License or obtainment of Property and Casualty CSR License within six months upon employment.
Language Skills
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Reasoning Ability
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
Computer Skills
To perform this job successfully, an individual should have general knowledge of computers and computer systems including hardware and software.
Other Skills And Abilities
Must have knowledge of secretarial, office administrative procedures, and knowledge of use and operation of standard office equipment, at a level acquired through 1 years related experience.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to stand; walk and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
WE ARE AN EQUAL OPPORTUNITY EMPLOYER
Oklahoma Farm Bureau & Affiliated Companies does not discriminate on the basis of race, color, religion, national origin, sex, age or disability. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.
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Reports To: Wagoner County Board of Directors and Supervising Agent
FLSA Status: Non-Exempt; Full-Time
Location: Wagoner County, Coweta, Oklahoma
Summary: Provide clerical work and minor administrative and business detail.
Essential Duties and Responsibilities include, but not limited to:
Assist with answering phones, forwarding calls, and sending reminders as necessary.
Reads and routes incoming correspondence such as mail, fax, etc.
Notifies County President and board of federation issues and events. Produces weekly communications as directed by county.
Greets visitors and conducts to appropriate area or person.
Act as liaison & point person for Wagoner County and in all outside relations with various entities such as insureds, members, and the general public.
Prioritizes county Farm Bureau federation tasks and responsibilities.
Coordinates and arranges meetings, prepares agendas and materials, prepares facilities, and attends county board meetings to record and transcribe minutes of meetings.
Makes copies of correspondence or other printed materials.
Prepares outgoing mail and correspondence, including e-mail and faxes.
Organizes and maintains file system and files correspondence and other records.
Orders and maintains supplies and arranges for equipment maintenance.
Responsible for monthly bill payments and timely deposits for the County.
Assists county in completing yearly awards packet.
Balances monthly bank statements for accuracy. Tracks upcoming expenses for county budget.
Issues and prints checks in QuickBooks System.
Works to increase county Farm Bureau membership and assists with seeking new insurance business.
Provides insurance quotes and accepts insurance applications.
Interprets policies and explains insurance coverages & procedures.
Assists with the negotiation and selling of insurance products.
Produce new member packets and update benefit highlights monthly.
Constantly promote Farm Bureau membership.
Additional duties, as assigned by County.
Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs.
Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control.
Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret written information.
Business Acumen - Understands business implications of decisions.
Diversity - Shows respect and sensitivity for cultural differences; Promotes a harassment-free environment.
Ethics - Works with integrity and ethically; Upholds organizational values.
Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time.
Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently.
Professionalism - Approaches others in a tactful manner; Treats others with respect and consideration regardless of their status or position.
Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality.
Adaptability - Adapts to changes in the work environment; Able to deal with frequent change, delays, or unexpected events.
Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or abilityrequired. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education And/or Experience
High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. Must have valid Property and Casualty CSR License or obtainment of Property and Casualty CSR License within six months upon employment.
Language Skills
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Reasoning Ability
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
Computer Skills
To perform this job successfully, an individual should have general knowledge of computers and computer systems including hardware and software.
Other Skills And Abilities
Must have knowledge of secretarial, office administrative procedures, and knowledge of use and operation of standard office equipment, at a level acquired through 1 years related experience.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to stand; walk and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
WE ARE AN EQUAL OPPORTUNITY EMPLOYER
Oklahoma Farm Bureau & Affiliated Companies does not discriminate on the basis of race, color, religion, national origin, sex, age or disability. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.
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