Customer Service Representative

Description of Duties & Responsibilities

• Support resolution of incoming calls by answering questions, performing research and initiating additional processes as necessary.
• Process billing requests, which could include billing account number changes, payment type changes (mode changes), refund requests, premium payment histories, value quotes, form requests, policy reprojection requests, taxable gain calculations, policy conservation, mailing Electronic Funds Transfer forms, etc.
• Process manual premium payments and other service requests from calls by check or phone via a checking or savings account.
• Process loan by phone requests.
• SML website inquires.
• Handle inquiries forwarded by Corporate Communications that were made on our public website.
• Complete insurance verifications and policy summary requests.
• Complete follow-up calls to request missing items and funds needed to bring policies up to date.
• Keep records of customer interactions and transactions.

Required skills & experience

• Minimum of 3 years of experience in Customer Service.
• Minimum of 1 year of accounting experience preferred.
• Experience in an insurance industry or call center environment.
• Fluency in Spanish a plus.
• Basic knowledge of Microsoft Word and Excel.
• Excellent written and verbal communication skills.
• Excellent data entry skills.
• Ability to perform work accurately and thoroughly.
• Ability to pay close attention to detail.
• Ability to prioritize and organize a heavy workload.
• Ability to work a flexible schedule with occasional overtime.

Education Required

• Associates degree in business or related field.

Pay Range

The starting pay rate for this role is based on a variety of relevant factors, including location, education, experience, and skills. The level for this position will be determined based on factors including relevant skills, experience and other qualifications.

About SML

Security Mutual Life is a leading provider of life insurance, accumulation products and retirement-, business- and estate-planning services for individuals, families and businesses. Our innovative products help our clients meet their financial protection needs. Headquartered in Binghamton, New York, the Company was founded in 1886 and is recognized for its longstanding history of financial strength and stability. We continually invest in technology. Our agents and employees are equipped with the latest tools and deliver outstanding service to our hundreds of thousands of policyholders throughout the United States. We are committed to our neighbors and communities. Security Mutual and its employees help support a wide variety of community and charitable initiatives and organizations through our donations and service.

Security Mutual Life Insurance Company of New York

Name : Security Mutual Life Insurance Company of New York
Online :

Disclaimer

In conducting placement activities, the New York State Department of Labor (Department), acts as a portal for prospective employees and businesses. The Department does not represent or guarantee the truthfulness, accuracy, or reliability of information supplied by prospective employees or businesses, nor does it engage in any form of screening or independent investigation of prospective employees and businesses other than matching a prospective employees self-stated qualifications to those prescribed by a business. The Department is not responsible for any employment decisions made by prospective employees or businesses, for whatever reason made. New York State Law may limit the types of disclosures that the Department can make to a business regarding a prospective employee. Businesses should not forgo any form of screening otherwise prudent to ensure a prospective employees qualifications and background meets the needs of the workplace.