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Customer Service Representative - Oklahoma County
Customer Service Representative - Oklahoma CountyOklahoma Farm Bureau Insurance Company • Edmond, OK, US
Customer Service Representative - Oklahoma County

Customer Service Representative - Oklahoma County

Oklahoma Farm Bureau Insurance Company • Edmond, OK, US
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Job Title :

  • Customer Service Representative (CSR) Reports To :  Oklahoma County Board of Directors / Supervising Agent FLSA Status : Non-Exempt; Part-Time Location : Edmond, OK Pay Rate :   $15 / hour
  • valid property and casualty producer’s license required or obtained within the first 3 months of employment Summary / Purpose : Provide clerical work and minor administrative and business detail.

Essential Duties and Responsibilities include, but not limited to :

  • Provides insurance quotes and accepts insurance applications.
  • Process changes to insurance policies.
  • Interprets policies and explains insurance coverages & procedures.
  • Assists with seeking new insurance business.
  • Assists with the negotiation and selling of insurance products.
  • Produce and forward insurance verifications for vehicles and certificates of insurance for Agent.
  • Reads and routes incoming correspondence such as mail, fax, etc.
  • Greets visitors and conducts to appropriate area or person.
  • Act as liaison & point person for Oklahoma County and in all outside relations with various entities such as insureds, and the general public.
  • Prepares outgoing mail and correspondence, including e-mail and faxes.
  • Assist with answering phones and forward calls as necessary.
  • Organizes and maintains file system, and files correspondence and other records.
  • Coordinates and arranges meetings, prepares agendas, reserves and prepares facilities, and records and transcribes minutes of meetings.
  • Makes copies of correspondence or other printed materials.

    • Assist other staff in office with county duties as available 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 ability required.
  • 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 license 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 generally 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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