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Work from Home_Customer Service_Member Care Representative III..

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Pyramid Consulting

Work from Home_Customer Service_Member Care Representative III..

Scottsdale, AZ
Full Time
Paid
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  • Responsibilities

    Job Description

    JOB DETAILS:

    TITLE: Customer Service - Account Representative

    LOCATION: 18700 North Hayden Road, Scottsdale, AZ 85255

    DURATION: 08 months (possible extension)

    WORKING HOURS: 06 hrs. in a day |30 hrs. per week

    TENTATIVE START DATE: Feb, 09th 2021

    WORK FROM HOME TILL THE TIME OF COVID 19

    SHIFT TIMINGS:

    • Training is 5-weeks, M-F, 7:00 am - 4:00 pm.
    • Post-Training work hours are flexible from M-F, 7:00 am - 6:00 pm.

    JOB SUMMARY:

    • Individually accountable for all aspects of the post issue Operations of assigned customer plans, both corporate owned and corporate sponsored life insurance cases.
    • Builds and maintains business relationships with producers, their support staff, third party administrators, benefit consultants, regional life consultants, and additional internal support areas.
    • Reports to the Operations Manager.

    ROLES AND RESPONSIBILITIES:

    • Serves as a company representative and communicates with producers, back-office administration, and internal/external wholesalers.
    • Acts as the primary NBSG post issue contact and product expert.
    • Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
    • Receives and responds to inquiries, administration requests, and issue resolution matters.
    • As the primary point of administration contact for customers, must communicate and coordinate with other teams or areas within NBSG and NFS, such as Actuarial, New Business, Retention, Sales, Systems, etc.
    • Prepares and quality reviews month-end, quarter-end, and individual annual statements, as well as transactional confirmations, for policy holders and producer firms.
    • Coordinates, reviews, approves and processes all post issue financial and non-financial requests.
    • Transactions can be very large in dollar amounts, number of policies and complexities.
    • These transactions include, but are not limited to, large premium payments, fund transfer/reallocations, loans, withdrawals, surrenders, claims, owner/beneficiary changes, billing changes, address changes, increases, decreases and changes of insured’s.
    • Reviews licensing, coordinates and processes producer account change requests.
    • Completes technical quality reviews/audits for new business processing and other administration transactions.
    • Reviews include the calculation and/or validation of product features, such as enhancements, various policy charges, and riders.
    • Responsible for rotational post-issue tasks such as daily cash balancing of premium received in the department, notifying fund houses of large trades, analyzing trading patterns, reviewing wire system, etc.
    • Provides input in developing and maintaining procedures.
    • May also assist in creating and enhancing procedures.
    • Maintains a strong working knowledge of materials, rules, regulations, procedures and practices pertaining to Variable and Universal Life Insurance used to informally fund Executive Benefit Plans.
    • Performs other duties as assigned

    EDUCATION & LICENSE/CERTIFICATION/DESIGNATION:

    • Undergraduate degree preferred.
    • CLU designation is desirable.
    • Associates must obtain the required federal and / or state license/registrations within the time period designated by the business unit.
    • CLU designation is desirable. (If license needed, credit check applies.)

    EXPERIENCE & SKILLS/COMPETENCIES:

    • Three years related experience.
    • Variable and Universal Life Insurance or Executive Benefit plans experience a plus, but not a requirement.
    • Must be proficient in Microsoft Excel, Microsoft Word, and Internet usage. Understanding of new business and in-force illustrations.
    • Strong customer service, exceptional written and oral communication, problem-solving, negotiation, and decision making competencies, team player, excellent organizational abilities, high attention to detail, ability to prioritize own work within guidelines, and strong analytical skills

    Company Description

    We place top talent through our divisions: Technology, Staffing, Professionals, Talent Digitalization, and Pyramid Academy. Our flexible staffing options include contract, contract-to-hire, direct hire, and SOW/Statement of Work. We deliver top talent to our clients by combining the use of the latest technology with the subject-matter expertise that our seasoned team of recruiters brings to the process. With the integration of smart sourcing tools, machine learning, and AI/Artificial Intelligence into our screening process across the organization; we evaluate a large volume of candidates to find the most suitable talent.