Financial Intake Specialist jobs in Saint Joseph, MO

F
Financial Services Specialist, Insurance
  • FCS Financial
  • Maryville, MO FULL_TIME
  • Financial Services Specialist, Insurance

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    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 Customer Service Team!  FCS Financial is a member of the largest agriculture lending cooperative in the United States today. We are looking for a friendly, confident, customer-focused, pro-active, organized, and precise individual that enjoys working with our customers!  If you have experience in providing excellent customer service, working with detailed technical documents, are a team player, and are familiar with agriculture this opportunity is for you! Experience processing and servicing insurance documents and a familiarity of crop insurance is preferred, but not required.

    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. 

    Our Financial Services Specialist, Insurance position has a career path that offers personal and professional growth!  The starting salary for this position is $37,000, however salary may be commensurate with experience.

    This position's office location is in Maryville, MO. 

    This position is classified as Non-Exempt under the Fair Labor Standards Act.

    This position is open until filled.

    Department:   Marketplace Services      

    Reports To:  Services Team Leader - Insurance

    Supervises:   None


    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
  • 5 Days Ago

K
Intake Specialist
  • KANSAS CITY HOSPICE & PALLIATIVE CARE
  • Kansas, MO FULL_TIME
  • Intake Specialist We live our mission. Join the team that’s offering expert care, peace of mind, comfort, guidance, and hope to patients with serious illness and grief around Kansas City. At Kansas Ci...
  • 20 Days Ago

K
Intake Specialist
  • KANSAS CITY HOSPICE INC
  • Kansas, MO FULL_TIME
  • Intake Specialist We live our mission. Join the team that’s offering expert care, peace of mind, comfort, guidance, and hope to patients with serious illness and grief around Kansas City. At Kansas Ci...
  • 1 Month Ago

B
Legal Intake Specialist
  • Bell Law, LLC
  • Kansas, MO FULL_TIME
  • Are you passionate about helping people? Can you imagine going to work every day knowing you’re making a positive difference? Our law firm is expanding and needs the help of a Legal Intake Specialist ...
  • 2 Days Ago

C
Women & Family Ministry Intake Specialist
  • CITY UNION MISSION INC
  • Kansas, MO OTHER
  • Job Details Job Location: Family Center - Kansas City, MO Position Type: Full Time Salary Range: Undisclosed Job Category: Nonprofit - Social Services DescriptionJob Summary: This position models Bibl...
  • 9 Days Ago

N
Senior Financial Analyst/Financial Specialist
  • North Star Staffing Solutions
  • Kansas, MO FULL_TIME
  • Company DescriptionAs one of the most experienced staffing firms in Denver Colorado, North Star Staffing Solutions prides itself on exceptional services and relationships we’ve built over the years. O...
  • 1 Month Ago

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0 Financial Intake Specialist jobs found in Saint Joseph, MO area

P
Financial Advisor
  • Prudential Financial
  • Washington, MO
  • Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by ...
  • 4/24/2024 12:00:00 AM

D
Fuel Compliance Officer - 12 Month Register
  • Department Of The Treasury
  • Saint Joseph, MO
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION? A description of the business units can be found at: https://ww...
  • 4/24/2024 12:00:00 AM

B
Financial Services Professional
  • Bankers Life
  • Saint Joseph, MO
  • Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
  • 4/23/2024 12:00:00 AM

P
Financial Advisor
  • Prudential Financial
  • Saint Joseph, MO
  • Explore a career as a FINANCIAL PLANNER! Take your career to the next level at Prudential Advisors! Change your life by ...
  • 4/23/2024 12:00:00 AM

B
Manager Trainee - Operations (Travel Program; Relocation Required)
  • Biolife Plasma Services
  • Saint Joseph, MO
  • By clicking the Apply button, I understand that my employment application process with Takeda will commence and that the...
  • 4/23/2024 12:00:00 AM

E
Senior Associate-Quality Assurance
  • Elanco Animal Health Incorporated
  • Elwood, KS
  • At Elanco (NYSE: ELAN) - it all starts with animals! As a global leader in animal health, we are dedicated to innovation...
  • 4/22/2024 12:00:00 AM

D
Human Resources Specialist (Recruitment & Placement) - 12 Month Roster
  • Department Of The Treasury
  • Saint Joseph, MO
  • Duties WHAT IS THE HCO - HUMAN CAPITAL OFFICE DIVISION? A description of the business units can be found at: https://www...
  • 4/22/2024 12:00:00 AM

C
Physical Therapist
  • Clearsky Health
  • Elwood, KS
  • ?? Brand New, State-of-the-Art Inpatient Rehabilitation Hospital, Opened June 2023! ?? ?$15k Sign-On Bonus? ?? Join Our ...
  • 4/21/2024 12:00:00 AM

St. Joseph (informally St. Joe) is a city in and the county seat of Buchanan County, Missouri, United States. Small parts of St. Joseph extend into Andrew County, Missouri, United States. It is the principal city of the St. Joseph Metropolitan Statistical Area, which includes Buchanan, Andrew, and DeKalb counties in Missouri and Doniphan County, Kansas. As of the 2010 census, St. Joseph had a total population of 76,780, making it the eighth largest city in the state, and the third largest in Northwest Missouri. St. Joseph is located roughly twenty-five miles north of the Kansas City, Missour...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Intake Specialist jobs
$44,613 to $62,682
Saint Joseph, Missouri area prices
were up 1.7% from a year ago

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