Life Insurance Operations Customer Service Representative

Responsibilities

• Assisting customers and agents in the handling of individual and Group Life Insurance inquiries via the phone or email.
• Issuing and posting premium receipts and invoices and updating accounts with payment issues.
• Processing changes to policies with accuracy.
• Multi-tasking, including talking to customers while simultaneously navigating the computer system.
• Managing and identifying inconsistencies in payment dates and ensuring all clients remain informed on outstanding debts and deadlines.
• Processing, maintaining, and following up on documents received through document management system.
• Providing solutions to any relative problems of internal and external clients and escalating more complex or persistent issues to management as needed.
• Maintaining performance standards.
• Efficiently managing all other job duties as assigned.
• Following established policies and procedures.
• Demonstrate a sense of ownership for all work with the goal of positively driving business results.
• Attend paid training and continue to build personal skill sets by participating in internal and external training.
• Participates in cross-training to act as a backup for other Life Operations areas as necessary.

Requirements

• Minimum 1 Year Customer Service Experience Required.
• 1-3 years of office related experience, as well as previous customer service experience is preferred.
• Basic computer skills to include maneuvering within multiple software programs and screens at one time.
• Basic computer knowledge (including MS Office) and data entry skills.
• Strong problem solving and time management skills with the ability to make independent decisions.
• Easily adapt to frequent change and process new information quickly.