Summary : The Member Service Representative plays a pivotal role in managing membership inquiries and facilitating essential financial and operational transactions for our valued members.

This position involves proactive communication via phone and email, ensuring seamless processes and exceptional service delivery.

This is a fully onsite position in Arden Hills, MN with hours of Monday-Thursday 8am-4 : 45pm, Friday 8-12 : 30pm.

Essential Duties and Responsibilities :

• Execute financial distributions for various purposes including death claims, internal and external transfers, surrenders, loans, and withdrawals.
• Prepare newly approved life business for issuance, including managing increases, Guaranteed Purchase Options, standard and substandard approvals, and ensuring premium compliance.
• Handle corrections, re-dating / reissuing of policies, and generate new policy pages as required.
• Provide responsive assistance to telephone calls, written inquiries, or walk-ins from members, member advisors, and partner insurance companies, while meticulously documenting interactions in our Contact Management System.
• Support the Operations team by organizing and filing scanned documents into policy folders within the imaging system.
• Manage batching of premium payments for life, annuity, certificate loans, and mortgages, along with associated ledger activities.
• Maintain regular attendance and flexibility to work assigned hours as necessary.
• Perform other duties as assigned.

Qualifications :

• Some post-secondary education and at least three years of insurance processing and / or financial industry customer service and operations experience, or equivalent combination of education and experience.
• Strong communication skills verbally on the phone and in person, and in written form both digitally in other traditional methods.
• High attention to detail and accuracy while maintaining a sufficient speed of work is required.
• Ability to read and comprehend complex instructions and correspondence.

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser : https : / / jobs.

beaconhillstaffing.com / eeoc /

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment.

This form will be used for reporting purposes only and will be kept separate from all other records.

Company Profile :

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.

Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties / disciplines and industries.

Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.

Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.beaconhillstaffing.com.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)

Last updated : 2024-05-09