Texas Farm Bureau
Texas Farm Bureau

Employment Opportunities with Texas Farm Bureau
 
Texas Farm Bureau is an Equal Opportunity Employer (M/F/D/V).

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Policy Analyst
Job Code:2021-POLSIXMO-003
Company:Texas Farm Bureau Casualty Insurance Company
Location:Waco, TX
Status:Full-time
  
Job Responsibilities:

This position is responsible for supporting counties and members by analyzing and processing insurance policy correspondence. This position is also responsible for maintaining knowledge of all processing functions for all lines of business.

MAJOR RESPONSIBILITIES AND AUTHORITY         

Primary support for the Sales Force and secretaries via phone, email and personal visits.

Provides support to members regarding policy questions, explanations, reconciliation and understanding premium and rate changes.

Modify, update, and process existing policies to reflect any change requested by the member or agent.

Process and record new Commercial/Property/Auto lines of business.

Review and verify data, such as age, name, address, and property changes requested by the member or agent.

Organize and work with detailed office records, maintaining fields for each policyholder, including policies that are to be reinstated or cancelled.

Examine correspondence from members, agents, original insurance applications and other company documents to determine if additional changes are required and effects of these changes.

Correspond with member or agent; via email, phone, letter, and/or fax, to obtain information or inform them of account status or changes.

A working knowledge of Excel to transcribe data to worksheets and enter data into computer for use in preparing documents and adjusting accounts.

Compare information from request document to criteria for policy reinstatement, reissue, or change and submit for approve approval when criteria are met.

Accountable for control and proper handling of monies received.

Ability to process detailed assignments such as PPC Rating, Insurance Scoring, and Prorates.

Ability to perform all tasks in the assigned area of Policy Services as needed.

Other duties as assigned.

 

Job Qualifications:

MINIMUM POSITION QUALIFICATIONS         

High school diploma or equivalent.

Bilingual preferred.

Experience in call center or customer service environment.

Typing 50 WPM with a maximum of 10% errors.

Operate 10 key by touch.

Adequate math skills.

Advanced computer skills, especially Microsoft Office Suite.

Effective interpersonal verbal skills, both face-to-face and over the phone.

Ability to maintain focus in a fast-paced work environment.

Availability to work a varied schedule as requested.

Willing to travel.

Other Job Information (if applicable):

PHYSICAL REQUIREMENTS         

Repeated use of PC, telephone, and office machines.

Extended periods of sitting and concentrating.

Occasional bending, twisting, crouching, pulling, pushing and reaching in an office environment.

Occasional lifting and moving items weighing up to 30 lbs.

WORKING CONDITIONS

Occasional long, irregular work hours.

Occasional travel by auto or other public transportation.

Work to be conducted in office environment owned or leased by company.

 

REVISED June 2021