What are the responsibilities and job description for the Member Services Representative position at Catholic Financial Life?
Trusted Fraternal Life (TFL) has an exciting opportunity available for a Member Service Representative to join our team! The individual will be part of our Member Services Department, which is within the Insurance Operations of TFL Arden Hills, MN Office. Opportunities within Insurance Operations may arise, which would be dependent on the demands of TFL. They will report to the Member Services Director. This is an important position with high visibility to Members and Advisors. The ideal candidate must have a passion to provide superior customer service to TFL Members, Advisors, and home office associates.
What You’ll Do
As a Member Services Representative, you will:
Candidates must be skilled in effectively prioritizing work based on a balanced assessment of impact, urgency, and priority to maximize efficiency while minimizing risk. Excellent communication skills are required with the ability to work well in a team environment.
What We Offer
Trusted Fraternal Life’s purpose is to serve communities, provide financial security, and enhance quality of Life. Its vision is to be the innovative leader in fraternal partnerships and consolidation, while growing existing business, and engaging more people to enjoy financially secure, purposeful lives. Created in March 2024 by Trusted Fraternal Life, Trusted Fraternal Life is committed to building the NextGen fraternal benefit society. The organization’s financial strength rating was upgraded to an A with a stable outlook in 2024 by the Kroll Bond Rating Agency and it has been recognized as a Top Workplace eleven years in a row. The Trusted Fraternal Life family of brands includes Catholic Financial Life, Degree of Honor, Woman’s Life and Catholic United Financial.
Our Mission...
Trusted Fraternal Life's purpose is to facilitate consolidation in the fraternal sector, while preserving unique identities and traditions, and achieving the necessary scale to be relevant, to compete, and to grow.
Our vision is to be an innovative leader in fraternal partnerships, while growing our existing business and engaging more people to enjoy financially secure, purposeful lives.
Trusted Fraternal Life serves as the cornerstone to a family of fraternal brands. We celebrate the unique missions and traditions that each brand brings to the family, while providing financial strength, advanced technology, and additional products to the brands of Trusted Fraternal Life.
What You’ll Do
As a Member Services Representative, you will:
- Active participation in our main call center queue - directing and handling calls as appropriate.
- Handling member inquiries which involve transaction processing or inquiries.
- Spanish as a second language is preferred.
- Generating correspondence and forms when applicable.
- Proactively resolving claims issues and ensuring action steps are communicated with Members and field force.
- Reviewing generated reports and completing necessary processing.
- Completing various projects assigned.
- Active communication with Members, Advisors, and other home office associates regarding status of Member Services.
- Provide proactive support and input into the re-engineering/transformation of operational processes within Member Services and Operations to help facilitate company growth, improve organizational efficiency, and reduce turnaround time.
- Post-Secondary Degree or equivalent experience in life insurance or customer service.
- A proven track record of high performance.
- Excellent communication skills that can be dynamically adjusted to different situations and audiences.
- A desire to set high expectations for yourself and then strive to exceed those expectations.
- Ability to thrive in a fast-paced environment
- Proven ability to improve processes that you are responsible for
Candidates must be skilled in effectively prioritizing work based on a balanced assessment of impact, urgency, and priority to maximize efficiency while minimizing risk. Excellent communication skills are required with the ability to work well in a team environment.
What We Offer
- Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan
- Free parking in our Home Office structure
- Wellness subsidy program
- Ability to work remote on Friday
- Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.
Trusted Fraternal Life’s purpose is to serve communities, provide financial security, and enhance quality of Life. Its vision is to be the innovative leader in fraternal partnerships and consolidation, while growing existing business, and engaging more people to enjoy financially secure, purposeful lives. Created in March 2024 by Trusted Fraternal Life, Trusted Fraternal Life is committed to building the NextGen fraternal benefit society. The organization’s financial strength rating was upgraded to an A with a stable outlook in 2024 by the Kroll Bond Rating Agency and it has been recognized as a Top Workplace eleven years in a row. The Trusted Fraternal Life family of brands includes Catholic Financial Life, Degree of Honor, Woman’s Life and Catholic United Financial.
Our Mission...
Trusted Fraternal Life's purpose is to facilitate consolidation in the fraternal sector, while preserving unique identities and traditions, and achieving the necessary scale to be relevant, to compete, and to grow.
Our vision is to be an innovative leader in fraternal partnerships, while growing our existing business and engaging more people to enjoy financially secure, purposeful lives.
Trusted Fraternal Life serves as the cornerstone to a family of fraternal brands. We celebrate the unique missions and traditions that each brand brings to the family, while providing financial strength, advanced technology, and additional products to the brands of Trusted Fraternal Life.