Sales and Agent Support Desk Specialist

Department Sales
Status Full Time
Location Pocatello Corporate Office
Company Farm Bureau Mutual Insurance Company of Idaho
Date Posted 12/23/2021
Closing Date --
Positions Available 1
Array
(
    [i] => 4185
    [p] => Sales and Agent Support Desk Specialist
    [c] => Farm Bureau Mutual Insurance Company of Idaho
    [d] => Sales
    [l] => Pocatello Corporate Office
    [s] => Full Time
)
1

Farm Bureau Mutual Insurance Co. of Idaho

 

Sales and Agent Support Desk Specialist

 

Department: Sales & Marketing                                          Job Status: Full Time

FLSA Status: Non-Exempt                                                  Reports To: Sales Operations Manager

Grade/Level: NA                                                                Amount of Travel Required: 5-10%

Job Type: Regular                                                               Positions Supervised: None

Work Schedule: Monday-Friday; Overtime as needed.

 

POSITION SUMMARY

Assist the Agent Support Desk, assist with various Sales tasks, provide support to customers as needed.

 

ESSENTIAL FUNCTIONS

Reasonable Accommodations Statement

To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

Agent Support Desk

  • Handle incoming calls from agents, and agent business related calls.
  • Administer the “Refer a Friend” program.
  • Administer new business referral distributions.
  • Bind coverage as needed.

Inside Sales

  • Inbound Sales and Service calls from policyholders.
  • Follow up on assigned leads and sales opportunities.
  • Outbound welcome calls.
  • Quoting Business.

Agent Transition Support 

  • Aid during the onboarding or termination of an agent, or an agent staff member.
  • Book of Business transition support.
  • Assist in development of agent programs to include Sales and Marketing
  • Miscellaneous tasks as directed.

POSITION QUALIFICATIONS

Competency Statement(s)

  • Accountability – Ability to accept responsibility and account for his/her actions.
  • Analytical Skills – Ability to use thinking and reasoning to solve a problem.
  • Communication – Ability to communicate effectively with others using the spoken word and writing in a clear and concise manner.
  • Detail Oriented – Ability to pay attention to the minute details of a project or task.
  • Ethical – Ability to demonstrate conduct conforming to a set of values and accepted standards.
  • Honesty / Integrity – Ability to be truthful and be seen as credible in the workplace.
  • Organized – Possessing the trait of being organized or following a systematic method of performing a task.
  • Time Management – Ability to utilize the available time to organize and complete work within given deadlines.
  • Proactive – Ability to create or control a situation by causing something to happen rather than responding to it after it has happened.
  • Project Management – Ability to organize and direct a project to completion.
  • Professionalism – Avoid business or personal activities that present a conflict of interest. Display conduct favorable to oneself, the department, and the company.

SKILLS & ABILITIES

Education:                 High School Graduate or General Education Degree (GED)

Some College: Preferred

Experience:               Sales experience preferred.

Licenses:                     Licensed in P&C and Life; must obtain within the first three months of position start date.

Computer Skills:    Proficient in Microsoft Office Suite, specifically Excel and PowerPoint. Proficient in Adobe products, specifically Adobe Acrobat Pro DC, Adobe Illustrator, Adobe InDesign.

Life, health, and business products offered by our agents through affiliated companies. Visit specific section for details.

Life insurance and annuity products are offered through Farm Bureau Life Insurance Company, West Des Moines, IA.

This is a general description and not a policy contract. Please read the actual policy documents for important details on coverages, exclusions, limits, conditions and terms.
If there is any conflict between the information found on this website and the policy, the policy prevails.