Financial Specialist jobs in Lees Summit, 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
  • 6 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

A
Senior Regulatory Compliance Specialist
  • Americo Financial Life and Annuity
  • Kansas, MO FULL_TIME
  • Senior Regulatory Compliance Specialist Americo: We’re in this for life! The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance, annuity, and Medicare ...
  • 17 Days Ago

H
Contracting Specialist I
  • Heartland Financial Group
  • Liberty, MO FULL_TIME
  • Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving ag...
  • 19 Days Ago

U
Customer Service Sales Specialist
  • UniTrust Financial Group
  • Springs, MO FULL_TIME
  • Customer Service Sales Specialist Location: Remote (Work From Home) Key Responsibilities: Provide outstanding customer service to clients inquiring about insurance products. Drive sales by assisting c...
  • 5 Days Ago

U
Customer Service Sales Specialist
  • UniTrust Financial Group
  • Kansas, MO FULL_TIME
  • Customer Service Sales Specialist Location: Remote (Work From Home) Key Responsibilities: Provide outstanding customer service to clients inquiring about insurance products. Drive sales by assisting c...
  • 6 Days Ago

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0 Financial Specialist jobs found in Lees Summit, MO area

B
Financial Services Professional
  • Bankers Life
  • Lenexa, KS
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/26/2024 12:00:00 AM

B
Financial Services Professional
  • Bankers Life
  • Lenexa, KS
  • Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
  • 4/26/2024 12:00:00 AM

B
Financial Services Professional
  • Bankers Life
  • Kansas City, MO
  • Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
  • 4/26/2024 12:00:00 AM

S
SAP Finance Specialist
  • System One Holdings, LLC
  • Kansas City, MO
  • PURPOSE OF THE POSITION The FS-Per/E-HANA Functional Specialist is accountable for gathering, understanding, and documen...
  • 4/26/2024 12:00:00 AM

D
Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Lees Summit, MO
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/26/2024 12:00:00 AM

B
Financial Services Professional
  • Bankers Life
  • Kansas City, MO
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/25/2024 12:00:00 AM

D
Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • Lees Summit, MO
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 4/24/2024 12:00:00 AM

B
Financial Services Professional
  • Bankers Life
  • Lenexa, KS
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/22/2024 12:00:00 AM

Lee's Summit is a city located within the counties of Jackson (primarily) and Cass in the U.S. state of Missouri. As of the 2010 census its population was about 91,364, making it the sixth-largest city in both the state and in the Kansas City Metropolitan Area. Lee's Summit is located at 38°55′21″N 94°22′27″W / 38.92250°N 94.37417°W / 38.92250; -94.37417 (38.922607, −94.374127). According to the United States Census Bureau, the city has a total area of 65.39 square miles (169.36 km2), of which 63.35 square miles (164.08 km2) is land and 2.04 square miles (5.28 km2) is water....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Specialist jobs
$42,254 to $55,354
Lees Summit, Missouri area prices
were up 1.7% from a year ago

Financial Specialist
Reviewing, processing, and overseeing financial actions to ensure timely allocation, obligation, and recovery of Disaster Relief Funds (DRF) in accordance with Federal laws and regulations and Agency policy and procedures.
December 29, 2022
Provide individual financial coaching to clients through activities such as completing a detailed financial assessment, documenting a budget and providing strategies for budget improvements, and providing strategies for credit building.
February 02, 2023
Requires very good knowledge of general administrative/manufacturing operations procedures and knowledge of job specific processes to successfully execute and complete the more progressive/complex duties of the job.
March 03, 2023
Monitor progress of jobs throughout production, conferring with manufacturing operations on counts and final runs and ensure the final product meets customer requirements and company standards.
April 09, 2023
Assists branch and fellow team members with achieving goals by assisting with basic tasks to aid in customer problem resolution.
May 01, 2023
Develop plans of action and provide tools and resources while promoting client accountability to help clients meet their goals, in collaboration with the economic empowerment and case management teams.
May 06, 2023
Selection for this position will be based solely on merit without regard to race, color, religion, age, gender, national origin, political affiliation, disability, sexual orientation, marital or family status or other differences.
May 06, 2023