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MidFirst Bank · 1 week ago

Policy Owner Services Customer Service Representative

Oklahoma City, OK

Full-time

Onsite

Entry Level

1+ years exp

MidFirst Bank is a dynamic and rapidly growing carrier in the insurance industry. They are seeking a Policy Owner Services Customer Service Representative to handle incoming calls and resolve customer inquiries while ensuring satisfaction and adherence to company policies.

BankingVenture Capital

Responsibilities

Assisting customers and agents in the handling of individual insurance inquiries via the phone or email

Issuing and posting premium receipts and invoices and updating accounts with payment issues

Processing changes to policies with accuracy

Multi-tasking, including talking to customers while simultaneously navigating the computer system

Manage and identify inconsistencies in payment dates and ensure all clients remain informed on outstanding debts and deadlines

Processing, maintaining, and following up on documents received through document management system

Providing solutions to any relative problems of internal and external clients and escalating more complex or persistent issues to management as needed

Maintaining performance standards

Efficiently managing all other job duties as assigned

Qualification

Insurance industry experienceCustomer service experienceCall center experienceProblem solving skillsBasic computer skillsTime management skillsCommunication skills