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Western & Southern Financial Group · 2 months ago

Part-Time Customer Service Associate (Northern Kentucky University Student Only)

Highland Heights, KY

Part-time

Onsite

New Grad

Western & Southern Financial Group is seeking a part-time Customer Service Associate, primarily for Northern Kentucky University students. The role involves keying and processing data in administrative systems, conducting outbound calls to insurance applicants, and providing customer support through phone interactions.

Financial ServicesHealth InsuranceInsurance

Responsibilities

Keying data into administrative systems and other peripheral systems, following prescribed steps with some degree of variation but typically accomplished by following written procedures

Processing new business applications

Responsible for following business process rules and state specific rules that are documented

Identifies when application is not-in-good-order and takes appropriate steps to remediate

Authorizes issuance of in-good-order applications, including application of premium and determination of contract effective date

Preparing illustrations associated with approved life insurance applications

Preparing illustration using data entry points that match the approved application

Completing business processes to support licensing and appointment of producers including data entry, quality checks, training checks and license verification

Keying service transactions into administrative systems or peripheral systems

This could include address changes, ownership changes, and disbursement requests as examples

Transactions are keyed following documented procedures

Errors or unexpected results must be identified and escalated to manager

Answering telephone calls from current customers and agents regarding policy status information and instructions to initiate a change or transaction

This includes caller verification following documented business process and providing information that is documented and does not require independent decision making

Making outbound calls to insurance applicants and following script to ask questions and record responses verbatim

This includes but is not limited to personal history interviews that are conducted as part of the life insurance underwriting process

Expectation is to ask questions verbatim in a professional and concise manner and must record responses accurately and verbatim

Making outbound calls to existing customers for non-sales purposes

This could include verifying/confirming information, obtaining instructions regarding an in house service request, and premium due reminders as examples

Indexing documents in imaging workflow system to accurately identify the document type

Follows procedural documents to enter data such as policy number, customer name, source of business, form type, and other key identifiers

Performs other duties as assigned

Complies with all policies and standards