Member Services Support Specialist / Customer Service Rep

Key Responsibilities

• Provide administrative and customer service support to Account Managers and members.
• Affiliate in the preparation of presentations, proposals, and other client materials.
• Issue certificates of insurance and process policy-related changes, including property and vehicle updates.
• Maintain accurate and organized electronic files and documentation.
• Respond to member inquiries and provide timely, professional customer service.
• Support special projects and initiatives as assigned.
• Perform routine office and administrative tasks to support departmental operations.
• Collaborate with team members to ensure efficient service delivery and a positive member experience.

Qualifications

• A high school diploma is required; an associate or bachelor’s degree is preferred.
• A minimum of two years of customer service or office clerical experience is required.
• Prior experience in an insurance agency or related environment is preferred.
• Strong verbal and written communication skills with a focus on customer service are required.
• A detail-oriented approach with strong organizational and multitasking abilities are essential.
• Proficiency in Microsoft Office Suite and general computer technology is required.
• The ability to work independently as well as collaboratively within a team environment is necessary.

Benefits

• Competitive salary.
• Paid holidays, vacation, and sick leave.
• 403(b) retirement plan with company match.
• Paid life and AD&D insurance and long-term disability coverage.
• Paid job-related continuing education.
• Comprehensive medical, dental, and vision insurance.
• A 36-hour work week with Friday afternoons off.
• Flexible scheduling available after 90 days.
• A relaxed business casual dress code.

About the Role

Catholic Mutual Group (CMG), established in 1889, is the leading provider of property, liability, and employee benefit coverage and related services for the Catholic Church throughout the United States and Canada. We are seeking a detail-oriented and service-focused professional to join our team as a Member Services Support Specialist.