Benefits:

401(k)

401(k) matching

Dental insurance

Free food & snacks

Health insurance

Paid time off

Vision insurance

Wellness resources

Policy Service/Customer Service Representative

Job Summary:

The Policy Service/Customer Service Representative will interact with the company’s customers by addressing inquiries and resolving concerns.

Duties/ Responsibilities:

· Respond to incoming calls, mail and e-mails from policyholders, field force and

home office staff

· Address topics including policy provisions; company procedures; requirements for processing policy changes, conversions, reinstatements, and exchanges

· Use knowledge of company products, policies, and procedures to handle policyholder complaints/problems and ensures that problems are resolved, and action steps are communicated clearly to the policyholder

· Process policy values, policy changes and death benefit claims

· Maintain customer accounts and records of customer interactions with details of inquiries, complaints, or comments

Required Skills/Abilities:

· Excellent communication skills including active listening

· Service-oriented, detail-oriented, good organization…

· Basic computer skills with ability to learn new software

· Good math aptitude

Education and Experience:

· High school diploma or equivalent

· Customer service experience required

· Fluent in English and Spanish, a plus

Physical Requirements:

· Prolonged periods sitting at a desk and working on a computer

Schedule and Salary Range:

· Full-time position

· Monday through Thursday: 8:00 a.m. – 4:45 p.m.

· Friday: 8:00 a.m. – 3:00 p.m.

· Salary Range: $35,000 - $50,000 annually