Customer Service Representative - Life & Health Insurance

Risk Strategies Company is part of Arrowhead Intermediaries, a global insurance distribution platform. The Customer Service Representative answers questions and resolves problems for insureds and carriers, significantly contributing to business retention efforts.

Responsibilities:

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

Requirements:

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