Life Insurance Operations Customer Service Representative

About the role

LifeShield is seeking a Life Operations Agent to review, balance, and post group premiums, as well as assist customers and agents with individual and Group Life Insurance inquiries via phone or email.

Responsibilities

• Assist customers and agents with individual and Group Life Insurance inquiries via phone or email.
• Issue and post premium receipts and invoices, updating accounts with payment issues.
• Process changes to policies with accuracy.
• Multi-task, including talking to customers while simultaneously navigating the computer system.
• Manage and identify inconsistencies in payment dates, ensuring all clients remain informed on outstanding debts and deadlines.
• Process, maintain, and follow up on documents received through the document management system.
• Provide solutions to problems for internal and external clients, escalating complex issues to management as needed.
• Maintain performance standards.
• Efficiently manage all other assigned job duties while following established policies and procedures.
• Demonstrate ownership of all work to positively drive business results.
• Attend paid training and build personal skill sets by participating in internal and external training.
• Participate in cross-training to act as a backup for other Life Operations areas as necessary.

Requirements

• Minimum 1 year of customer service experience required.
• 1-3 years of office-related experience and previous customer service experience preferred.
• Basic computer skills, including maneuvering within multiple software programs and screens simultaneously.
• Basic computer knowledge (including MS Office) and data entry skills.
• Strong problem-solving and time management skills with the ability to make independent decisions.
• Ability to effectively prioritize and execute tasks to meet performance standards.
• Strong attention to detail.
• Ability to adapt to frequent change and process new information quickly.

About LifeShield

LifeShield, part of LNIC and its subsidiary, is a dynamic insurer with approximately $100 million in assets, providing Third Party Administration services across its lines of business. LNIC is affiliated with The Midland Group family of companies, including MidFirst Bank, leveraging resources from the nation’s largest privately held banking organization while remaining nimble in the life and supplemental accident and health insurance segments.

Since 2001, LifeShield National Insurance Co. has held a B++ rating from AM Best Company, the fifth highest rating out of 16. LNIC is headquartered in Oklahoma City, OK, and services over 80,000 policyholders.