Customer Service Representative-1

Integrity · Clearwater, FL · 1 wk ago

OTHRFull-time

About the Role

Provide prompt, courteous customer service that meets or exceeds service standards. Utilize applicable policy forms, insurance law, and internal procedures to answer inquiries and process requests from customers. Thoroughly document telephone calls, changes, and written correspondence.

Responsibilities

Answer incoming Medicare Supplement calls in accordance with quality standards to provide information to agents or insured individuals about policy status or other inquiries.
Place outgoing calls to provide or obtain information.
Document all calls in progress using the online documentation program.
Transfer or refer misdirected calls to the appropriate individual, department, or external offices using approved techniques.
Process customer requests using internal and client-mandated procedures.
Produce correspondence to customers using approved letters.
Fully document the policy file or image system to leave a clear and concise audit trail.
Efficiently process Bank Changes, Cancel NR, Death NR, Address Changes, and ID Cards.
Communicate openly with supervisors and team members to ensure accurate responses and avoid duplication of efforts.

Requirements

High school diploma or GED equivalent.
Insurance background preferred.
Up to 2 years of proven customer support experience.
Strong phone contact handling skills and active listening.
Familiarity with Microsoft Office products.
Ability to adapt and respond to different types of people and tasks.
Excellent communication and documentation skills.
Ability to multi-task, prioritize, and manage time effectively.
Reliable transportation and the ability to be punctual and dependable.
May have an agent license but no active appointments.

About Integrity

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 agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health, and wealth so they can prepare for the good days ahead.

We offer a family-like environment that is rewarding and cutting-edge. At Integrity, you can start a new career path at a company you’ll love, with professional opportunities to accelerate your growth. Our culture celebrates hard work and supports employees daily.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone, or online. Our employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.

Benefits