OBJECTIVE

Life Customer Service Representative Objective

To be an effective team member of the Life Customer Service Department. To provide excellent customer service in a prompt and professional manner. To address questions and concerns from customers by providing account or policy information and solving problems or errors. To process billing account changes and payments, and help maintain reports/tasks. To provide support and assist Associate Life Customer Service Representatives with billing and product questions, supervisor phone calls, meetings, maintaining departmental standards with accuracy, and participating in task and/or telephone training.

RESPONSIBILITIES

Life Customer Service Representative Responsibilities

Answer telephone inquiries and process transactions on all life products from agents, insureds, and third parties effectively and efficiently. Take ownership of complaints and inquiries and proactively follow through to resolution.

Represent the company professionally in both knowledge and conduct. Maintain advanced knowledge of both billing and products to process information, including changes, answering questions and resolving problems. Ensure information regarding customer requests and complaints is provided accurately and efficiently. Provide answers or solutions in a clear and concise manner. Make reasoned decisions quickly and appropriately.

Provide support and assist Associate Life Customer Service Representatives with both billing and product questions, ring alerts and supervisor phone calls. Participate in task and/or telephone training.

QUALIFICATIONS

Life Customer Service Representative Qualifications

Required

High school diploma or equivalent required.

Minimum six months experience in insurance processing required.

Experienced computer usage and proven keyboarding skills required.

Experience or training in telephone and written communications required.

Experience in customer service activities required.

Willingness to pursue continuing job related training and education required.

Completed Telephone Doctor Customer Service training required and currently utilizing course tools.

Designations in FLMI, CLU, FALU, LLIF and/or ChFC preferred, or actively being pursued required. Certification in LOMA FLMI Level I required.

Preferred

Associate’s degree preferred with focus on insurance, business administration, finance or management.

One year professional office experience preferred.

Bilingual skills preferred.

Note: Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.