Customer Service Representative - Life & Health (Remote)

Risk Strategies Company is a leading insurance wholesaler and program manager, and they are seeking a Customer Service Representative to provide exceptional service to insureds, carriers, and partners. The CSR will handle customer inquiries and resolve issues related to coverage, claims, and billing, contributing to overall customer satisfaction and team success.

Responsibilities:

• Respond to inbound calls, emails, and other inquiries from customers and carriers in a professional, courteous, and timely manner
• Place outbound calls as needed to follow up on customer inquiries, resolve outstanding issues, or provide updates
• Maintain accurate and complete customer service notes and documentation in the CRM system
• Process client requests, policy changes, and updates received via phone, mail, or email
• Identify opportunities for process improvement and communicate recurring issues or suggestions to the Team Lead or Supervisor
• Follow established procedures to ensure compliance with company, client, and regulatory requirements, including HIPAA
• Meet or exceed individual performance goals related to SLA, quality, and customer satisfaction
• Participate in ongoing training to maintain up-to-date knowledge of products, procedures, and systems
• Collaborate effectively within the team by sharing information, assisting peers, and contributing to a supportive and communicative environment
• Support departmental initiatives, quality reviews, and process enhancements
• Uphold a positive and professional demeanor that reflects the organization’s customer-centric culture

Requirements:

• High School diploma or equivalent required
• 1 to 2 years of customer service or call center experience required
• Associate degree preferred
• Insurance, healthcare, or financial services industry experience preferred
• Life & Health license (IL) preferred or ability to obtain
• Bilingual ability to effectively communicate with Spanish-speaking customers is desired but not required