Farmers Insurance

Bristol West Accounting -Customer Service Advocate

Posted on: 3 Apr 2021

Plantation, FL

Job Description

Job Description

We are Farmers!

Join a team of diverse professionals at Farmers to acquire skills on the job and apply your learned knowledge to future roles at Farmers. Farmers Insurance also offers extensive training opportunities through the award winning University of Farmers named by Training magazine amongst top 10 corporate training units in the world.

Want to learn more about our culture & opportunities? Check out farmers.com/careers and be sure to follow us on Instagram and LinkedIn!

Job Summary

Maximizes positive customer experience for our agency force and clients by analyzing complex Accounting related transactions and supporting query resolution by identifying, understanding, and resolving all related inquiries.
Assumes overflow of work from Accounting Clerk III as well as processing of basic contract values.
Handles level 2 calls as referred by Customer Advocates.

Essential Job Functions

Handles accounting related requests and inquiries from the Agency force to ensure a positive customer experience.
Accepts ownership of more difficult inquiries, gathering all necessary information and resolving or forwarding request to appropriate party for completion.
Knows and follows product, system and procedures.
Keeps up-to-date with changes. Attains service level goals as outlined in performance objectives.
Maintains efficiency of calls, schedule adherence, and after call work.
Responsible for understanding and being able to assume all high level Accounting Clerk III duties, to help manage the work load and account for dips in the call cycle. In addition, is responsible for calculating and processing evaluations and/or initial settlement of basic Agent contract values.
Builds subject matter expertise relating to assigned insurance products and procedures. Coaches Customer Advocates to effectively handle the inquiry where appropriate.
Performs other functions as assigned.
Continues to build personal skill set by participating in in- house or outside insurance / industry related courses / seminars as deemed necessary to expand product / system knowledge.
Promotes safety at all times and complies with safety/ergonomic standards as outlined in relevant company published manuals.

Physical Actions

Required job duties are essentially sedentary in nature, consisting of occasion walking, standing, lifting and/or carrying ten pounds maximum, seeing, speaking, and hearing.

Physical Environment

Required job duties are normally performed in a climate-controlled office environment.

Education Requirements

High school diploma or equivalent required.

Experience Requirements

AS400 knowledge is a must.
Two years as an ACK2 Accounting Clerk III or a minimum of four years experience in Accounting or a related field and one year experience in a Customer Service related role.

Special Skill Requirement

Must know excel and have some accounting/ finance experience
Typing / keyboarding skills
Communication skills Basic math skills PC Skills: Word processing and spreadsheet software skills

Farmers is an equal opportunity employer, committed to the strength of a diverse workforce.

Farmers Insurance

Woodland Hills, CA

Farmers Group, Inc., doing business as Farmers Underwriters Association, operates as a multiline insurer. The company provides auto insurance and recreational insurance, including auto, collectible auto, motorcycle, boat, travel trailer, motor home, off-road, and food truck insurance; home insurance, such as mobile and manufactured home insurance, homeowner insurance, specialty home insurance, condo insurance, earthquake insurance, and flood insurance; and business insurance that covers property, liability, crime, auto, and worker compensation.

It also offers rideshare insurance coverage for ride-hailing drivers; liability and physical damage insurance that focuses on private passenger vehicles; personal umbrella coverage insurance; health insurance; and life and financial insurance that includes term life and whole life insurance, annuities, and mutual funds. The company was incorporated in 1927 and is based in Woodland Hills, California with additional offices in the United States. Farmers Group, Inc. operates as a subsidiary of Zurich Insurance Group Ltd.