Financial Intake Specialist jobs in Columbia, MO

Description/Job Summary
At FCS Financial, part of the nationwide Farm Credit System, we are looking for a Financial Services Specialist, Crop Insurance to join our Team! FCS Financial is a member of the largest agriculture lending cooperative in the United States today. At FCS, we seek individuals who share passion for agriculture and serving our customers! We are looking for a friendly, confident, customer focused, pro-active, organized, and precise individual that enjoys working with details!

If you have experience in providing excellent customer service, working with detailed technical documents, and are familiar with agriculture this opportunity is for you! Experience processing and servicing insurance documents and a familiarity of crop insurance is preferred.

This Financial Services Specialist, Crop Insurance position processes and services all crop insurance policies within an assigned territory. The successful candidate will serve as a liaison/facilitator in the workflow between the market facing staff, the internal staff, and external resources.
Potential Office Locations: Jefferson City, Missouri.
This posting will close on November 1, 2022.
Department: Marketplace Services
Reports To: Service Team Leader - Insurance
Supervises: None
This position is classified as Non-Exempt under the Fair Labor Standards Act.

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Responsibilities/Duties*
Job Functions*
Percentage

Job Functions

35%

Document Processing

• Receives and tracks documents related to crop insurance policies
• Reviews documents for accuracy and requests additional information when needed
• Monitors process to ensure completion and compliance with internal and external requirements
• Data entry within AIP processing systems including mapping
• Generates reports to review accuracy and finalize processing

25%

Electronic File Management/Customer Relationship Management System (CRM)

• Scans documents into Document Management Program
• Verifies with CRM reports the proper conversion for each policy
• Sets up new contacts and updates contact records as needed
• Resolves discrepancies in CRM
• Purchases and retires stock through Cornerstone

25%

Customer Service

• Provides customer service through telephone, email and face to face interactions
• Correlates with agent to schedule customer appointments
• Communicates with other insurance agents, approved insurance providers, Farm Service Agency staff and lenders to meet customer needs

5%

Insurance Claims Processing

• Enter customer claims with respective insurance companie
• Communicates with insurance representatives and/or adjusters to facilitate accuracy on claims

5%

Continuing Education

• Attends meetings, conferences and training sessions to understand changes to the crop insurance programs, processes and procedures and to attain and maintain a crop insurance license

5%

Mail Processing

• Processes incoming and outgoing daily mail
• Generates reports for bulk mailings
• Assist agent in reviewing reports for accuracy before mailing to customers

n/a

Other duties as assigned to meet the needs of the organization.

• Essential Functions for this position consist of all items listed under any category that make up 5% or more of the job duties. This job description is subject to change without notice.

Required Skills
Minimum Qualifications

• High School diploma
• 1 year of related experience
• Or an equivalent combination of education and experience sufficient to perform the essential functions of the job

Required Knowledge and Skills

• Working knowledge of the agriculture industry
• General knowledge of Association financial operating systems
• General knowledge of how crop insurance works
• Ability to obtain Missouri Crop Insurance License
• Skill in listening and conveying awareness of a customer's problem or issue to find resolution
• Oral and written communication skills, sufficient to exchange information effectively with peers, supervisor and customers
• Skill in prioritizing assignments to complete work in a timely manner
• Skill in gathering, compiling and organizing information
• Skill in utilizing time in an efficient and effective manner
• Skill in working as part of a team and collaborating with colleagues
• Skill in performing a variety of duties under the stress of frequent interruptions or distractions
• Skill in utilizing Microsoft Office to increase efficiency and/or effectiveness
• Responsible to appropriately protect the confidentiality, security, and integrity of the Association's systems and data and clients' data

Job Type: Full-time