Customer Service Representative III
FBL Financial

Job Info

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Customer Service Representative III

Farm Bureau Financial Services is seeking a Customer Service Representative III to perform various annuity and life processes. If you are a go-getter with high initiative, a positive attitude and strong customer service experience, this Customer Service Representative III opportunity could be a great fit for you!

Who We Are: At Farm Bureau Financial Services, we make insurance simple so our client/members can feel confident knowing their family, home, cars and other property are protected. We value a culture where integrity, teamwork, passion, service, leadership and accountability are at the heart of every decision we make and every action we take. We're proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.

What You'll Do: In this role you will perform annuity cash transactions, process 1035 exchange and transfer of assets, and process partial and full surrenders. In addition, you will be assisting our call center team, assisting agents and client-members by answering questions related to annuities, life and retirement accounts. As a Customer Service Representative III, strong communication skills are a must as you will be speaking with agents and policyholders via phone and email to answer inquiries. In this role, you will be on the phones 40% of the day, while the remainder of the day will be spent processing.

 What It Takes to Join Our Team:

• High School Diploma and 3 to 5 years of relevant annuities or life insurance experience OR Associates Degree
• Previous annuity experience and Series 6 is preferred.
• Must have good analytical and math skills.
• Strong computer skills requires to enable you to learn our multiple systems quickly.
• Strong verbal communication skills are required, as you will be communicating by phone with agents and client members.
• Strong attention to detail is important, as well as the ability to multi-task and prioritize your daily responsibilities in order to meet the service needs of our customer.

What We Offer You: When you're on our team, you get more than a great paycheck.  You'll hear about career development and educational opportunities.  We offer an enhanced 401K with a match, low cost health, dental, and vision benefits, and life and disability insurance options.  We also offer paid time off, including holidays and volunteer time, casual Fridays and teams who know how to have fun.  Add to that access to a wellness facility with fitness classes and programs, a daycare center, a cafeteria, and even an onsite medical clinic at our Corporate Headquarters.

If you're interested in joining a company that has a long history of stability, one that appreciates its employees, and offers great benefits, we invite you to apply today.  Farm Bureau....where the grass really IS greener!

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