What are the responsibilities and job description for the Commercial Sales Account Coordinator position at Michigan Farm Bureau Family of Companies?
OBJECTIVE
To support the efforts of the Commercial Sales Specialists in the duties of their position. To effectively build relationships and communicate directly with Agencies and Underwriting in writing new business accounts and maintaining current business.
RESPONSIBILITIES
Work with specialists and assist Farm Bureau Insurance agents with application completion both in Farm Bureau and Community Service Acceptance Company (CSAC), dba as FB Partners Group, including the initial applications sent in for quoting.
Prepare and finalize applications for all lines of business with Farm Bureau and FB Partners Group policies for Farm Bureau partner agents.
Prepare quotes with Farm Bureau Insurance for all commercial lines, including communications with underwriters regarding specific accounts for proper classification and necessary underwriting items.
QUALIFICATIONS
Required: Experienced computer usage and proven skills in Microsoft Office (i.e., Word, Excel and PowerPoint) required. Keyboarding skills of 60 wpm with accuracy required. Active property/casualty license required, or must be successfully obtained within 90 days of employment.
Preferred: Bachelor’s degree preferred, or equivalent experience may be considered. Two to five years of insurance industry experience preferred. Knowledge and ability to utilize Agency Management System preferred. Certification in CISR preferred.
PM19