What are the responsibilities and job description for the Life Insurance Operations Customer Service Representative position at MidFirst Bank - Default?
LifeShield is seeking exceptional individuals to join our team in the role of Life Operations Agent. The Life Operations Customer Service Representative primary function is to review, balance and post group premiums, as well as assist customers and agents in the handling of individual and Group Life Insurance inquiries via the phone or email.
Responsibilities Include:
• Assisting customers and agents in the handling of individual and Group Life Insurance inquiries via the phone or email.
• Issuing and posting premium receipts and invoices and updating accounts with payment issues.
• Processing changes to policies with accuracy.
• Multi-tasking, including talking to customers while simultaneously navigating the computer system.
• Manage and identify inconsistencies in payment dates and ensure all clients remain informed on outstanding debts and deadlines.
• Processing, maintaining, and following up on documents received through document management system.
• Providing solutions to any relative problems of internal and external clients and escalating more complex or persistent issues to management as needed.
• Maintaining performance standards.
• Efficiently managing all other job duties as assigned.
• Following established policies and procedures.
• Demonstrate a sense of ownership for all work with the goal of positively driving business results.
• Attend paid training and continue to build personal skill sets by participating in internal and external training.
• Participates in cross-training to act as a backup for other Life Operations areas as necessary.
Position Requirements:
Minimum 1 year customer service experience required.
• 1-3 years of office related experience, as well as previous customer service experience is preferred.
Successful candidates will also:
• Basic computer skills to include maneuvering within multiple software programs and screens at one time.
• Basic computer knowledge (including MS Office) and data entry skills.
• Strong problem solving and time management skills with the ability to make independent decisions.
• Effectively prioritize and execute tasks to meet performance standards
• Demonstrate a strong attention to detail.
• Easily adapt to frequent change and process new information quickly.