Security Mutual Life Insurance Company of New York · 1 month ago
Customer Service Representative - 1117
United States
Full-time
Remote
Mid Level
$19.02/hr - $21.03/hr
3+ years expSecurity Mutual Life Insurance Company of New York is seeking a Customer Service Representative to join their team. In this role, you will handle incoming calls in a fast-paced environment, build relationships with clients and agents, and process various service requests.
Financial ServicesInsuranceLife Insurance
No H1B
Responsibilities
Support resolution of incoming calls by answering questions, performing research and initiating additional processes as necessary
Process billing requests, which could include billing account number changes, payment type changes (mode changes), refund requests, premium payment histories, value quotes, form requests, policy reprojection requests, taxable gain calculations, policy conservation, mailing Electronic Funds Transfer forms, etc
Process manual premium payments and other service requests from calls by check or phone via a checking or savings account
Process loan by phone requests
SML website inquires. Handle inquired forwarded by Corporate Communications that were made on our public website
Complete insurance verifications and policy summary requests
Complete follow-up calls to request missing items and funds needed to bring policies up to date
Keep records of customer interactions and transactions
Qualification
Required
Minimum of 3 years of experience in Customer Service
Experience in an insurance industry or call center environment
Fluency in Spanish a plus
Basic knowledge of Microsoft Word and Excel
Excellent written and verbal communication skills
Excellent data entry skills
Ability to perform work accurately and thoroughly
Ability to pay close attention to detail
Ability to prioritize and organize a heavy workload
Ability to work a flexible schedule with occasional overtime
Education Required: Associate's degree in business or related field
Preferred
Minimum of 1 year of accounting experience preferred
Company
Security Mutual Life Insurance Company of New York
Since 1886, Security Mutual Life Insurance Company of New York has been helping protect families and businesses during periods of prosperity, as well as during wars and times of economic uncertainty.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mary Ward
Senior Vice President, Chief Financial Officer
Company data provided by crunchbase