Jobs · OTHR · Wisconsin

Member Services Associate

BetterLife Insurance · Madison, WI · 3 mo ago
OTHRFull-time

Essential Job Duties & Responsibilities

  • Customer Service (Inforce Services 40%, Claims 30%, New Business 10%)
    • Answer incoming phone calls in a polite and professional manner while resolving member/agent questions
    • Explain policy contract provisions, eligibility provisions, billing and policy coverage
    • Passionately advocate for our members by displaying excellence in customer service
  • Administrative (Inforce Services 25%, Claims 35%, New Business 55%)
    • Accurate data entry of information into the policy administration system
    • Accurate handling of incoming and outgoing payments for new business, policy administration or claims
    • Support the team through cross-training on numerous policy administration tasks
    • Work within the current policy administrative system as well as supporting software programs
    • Able to multi-task between administrative duties and member/agent questions over the phones
    • Manage incoming work through imaging system in primarily paperless work environment
  • Communication (25%)
    • Ability to write effective communications in the form of letters and emails
    • Professional reply to communication via phone, e-mail, and mail
  • Team Work (5%)
    • Contribute to team efforts by accomplishing tasks within agreed upon service level agreements
  • Other (5%)
    • Regular and reliable attendance is essential
    • Other duties as assigned

Education & Experience

  • High School Diploma
  • 2-3 years of equivalent work experience

Knowledge, Skills & Abilities

  • Preferred candidate will have proven experience in an administrative role
  • Full comprehension of office management systems and procedures
  • Excellent knowledge of MS Office
  • Proficiency in English
  • Exemplary customer service skills written and verbal
  • Ability to multitask and prioritize daily workload
  • High level verbal and written communications skills
  • Discretion and confidentiality
  • Ability to make moderate level decisions based on training and experience
  • Ability to work independently

Qualifications

This position requires minimal to no travel. On occasion, may be asked to attend seminars or conferences.

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