Customer Service Representative – Life & Health Insurance

Role Overview

• Provide excellent customer service via phone to clients.\n
• Maintain accurate customer service history notes regarding clients calls, changes to benefits, policies, etc., to allow efficient handling of future calls.\n
• Assist with processing client requests received via mail, fax, and email.\n
• Update and maintain customer records in the administration system.\n
• Process and analyze new business transactions, policy transactions, and correct company records to adjust errors.\n
• Mail specified forms and route completed forms for processing.

Requirements

• High School diploma or General Education degree (GED).\n
• 1-2 years of relevant customer service and/or call center experience.\n
• Previous experience working within the insurance, healthcare, or similar industry is highly desired.\n
• Proficient PC user skills with various computer software programs including – MS Word, Outlook, Excel, etc.\n
• Bilingual ability to effectively communicate with Spanish-speaking customers is desired but not required.