Farm Client Services Specialist

Farm Client Services Specialist

Our firm is rapidly growing and we are seeking a self-motivated person who wants to join a dynamic, growing company. We are currently seeking to fulfill a full-time position. Our Farm Client Services Specialist will be responsible for supporting numerous areas of the Farm and Equine Insurance Department and providing exceptional customer service to our current clients. Insurance industry or agency experience is not required; however, it would be beneficial and may help candidates become familiar with client needs more quickly. Please visit our website to apply directly: https://sterlingthompson.com/careers/

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Parental Leave

Mon-Fri Schedule

Paid Holidays

Career Growth Opportunities

Hands on Training

Responsibilities

• Assist account managers with claims, policy issuance, endorsements, schedules, and other items related to the servicing of clients policies in a timely and accurate manner.
• Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist them in making coverage changes.
• Respond promptly and professionally to clients' questions.
• Research client questions thoroughly to provide accurate information and solutions.
• Assist in the onboarding process of new clients. Including, in conjunction with Advisor and Account Manager, evaluating the clients risk profile, determine strategy (coverage determination, target pricing and market identification) by utilizing marketing skills to grow established accounts and enable new business opportunities.
• Aid Account Manager in gathering pertinent information to complete quoting and policy issuance process. Learn the quoting systems of the various insurance companies utilized in quoting, renewal assembly, billing, etc.
• Accurately and regularly document all important policy details and other pertinent account information in agency management system in accordance with agency standards. This includes phone calls, emails, documents, faxes, etc. associated with that clients particular file.
• Assemble and mail policy materials to clients.
• Interact with carrier portals and agency management software to process policy documents.

Please visit our website to apply directly: https://sterlingthompson.com/careers/

• College education or equivalent insurance experience.
• Must have solid computer skills and experience with Microsoft Office.
• Prior Farm or Equine Industry experience is a plus.
• Ability to multitask and handle heavy workload with minimal supervision; able to self-check for accuracy; and independently research and analyze.
• Demonstrated experience meeting deadlines and working with shifting priorities.
• Ability to communicate orally and in writing with others (clients, colleagues, carrier partners) to explain complex issues, interpret complex information, and respond appropriately.