Description

Are you are dedicated professional with a keen eye for detail, discretion with a background in the financial service industry? We are seeking a dynamic Customer Service Representative to join our growing team!

This role responds to our membership inquiries via phone and email, processing critical financial and operational transactions for our Members while providing internal service and support to key positions and coworkers, offering a variety of work duties and experiences.

Catholic United Financial is a member-owned, not-for-profit financial services company, connecting people of faith, protecting their future and generously impacting parishes, schools and communities.

We offer:

• Competitive salary and benefits package, including no nights, weekends, and half days on Friday's. We work a 37.5-hour work week.
• Opportunities for professional growth and advancement.
• Collaborative and inclusive work environment.
• Engaging company culture committed to excellence and give back to others.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Attention to detail is a must: ability to handle customer inquiries with precision and accuracy.
• Clear communicator both verbally and digitally.
• Agile learner with the ability to quickly grasp concepts, to problem solve, and is comfortable juggling multiple technologies.
• Professional discretion: demonstrate confidentiality and professionalism in dealing with sensitive financial information.
• Oversees or processes member household and address maintenance entries, policy assignments and ownership changes, duplicate certificate requests, and responds requests from social services and counties to verify assets of our Members.
• Processes financial distributions for death claims, internal and external transfers, surrenders, loans and withdrawals.
• Receives and prepares newly approved life business for issue, including increases, Guaranteed Purchase Option’s, standard and substandard approvals, and verifying premiums are within guidelines.
• Responds to telephone calls, written inquiries or walk ins from Members, Member Advisors, and other insurance companies while entering appropriate notes in our Contact Management System.

Requirements

In this Customer Service Representative role, what we call a Member Service Representative, you must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

As the Catholic United sells financial products and services to Catholic members and prospective Catholic members, while you do not have to be Catholic, you must be generally aware of and comfortable with the religious practices and organization of the Roman Catholic Church.

EDUCATION, EXPERIENCE and OTHER

• At least three years of insurance processing and/or financial industry customer service and operations experience with some post-secondary education, or equivalent combination of education and experience. 
• Strong communication skills both written and digital.
• High attention to detail and accuracy while maintaining a sufficient speed of work is required.
• Ability to read and comprehend complex instructions and correspondence. 
• Ability to effectively present information in one on one or small group situations to Members and other employees of our organization.
• Experience working in a Microsoft Office environment.
• Experience working with OnBase, Foxit PDF editor, Sapiens, Resonant is helpful.
• Associate, Life Office Management Association, ACS, certification preferred.
• Bilingual Skills or proficiency in languages is a definite plus.

OTHER SKILLS & ABILITIES

• Must have strong ability to collaborate, build, and maintain strong relationships with Team Members across all functions; strength in winning concessions without damaging relationships.
• Commitment to positive team dynamics, client satisfaction, and creating a diverse, equitable and inclusive environment.
• Action oriented with the ability to think and respond quickly to change.
• Willingness to continuously learn and be open to feedback to improve individual performance.
• Demonstrated ability to drive change / process improvement.
• Effective ability to communicate using clear and concise oral and written communication and presentation skills.