Knights of Columbus · 9 hours ago
Customer Service Representative I
Knights of Columbus is seeking a Customer Service Representative I for their Contact Center to handle inbound telecom/email requests from Agents and Members. The role focuses on providing professional and courteous service while addressing complex inquiries related to Insurance and Annuity products and Membership transactions.
Insurance
Responsibilities
Greets callers in a positive and professional manner; verifies security information such as but not limited to: agent id, social security #, dob, address and phone numbers
Engages caller, asks probing questions, to determine nature of the call and responds to the reason for the call. Use KofC administrative systems to search for the information needed to answer the callers inquiry and provide the appropriate response. Responds to general and detailed questions from policyholders and field force on life insurance, ownership rights, cash values, accounting and taxation, tax sheltered/non tax sheltered annuities (FPA, SPA, Vantage) and SPIA, settlement options and fraternal rules as appropriate and within guidelines
Follows procedures for release of specific policyholder information; assesses customer and field force needs for Home Office assistance. Forwards standard or special action requests to appropriate department to comply with callers request for written correspondence
Reviews and determines nature of email inquiries, analyzes the issue and responds appropriately or directs the inquiry to the proper department. Serves as liaison between KofCs website and appropriate departments
Routinely reviews departmental communications, product updates and other tools to stay current with organizational developments
Performs other customer-service related duties as requested by supervisor
Qualification
Required
Experience providing outstanding customer service by showcasing expertise, fostering trust, and growing customer satisfaction
An effective communicator who understands the importance of listening, being empathetic, and remaining professional in a conversational manner
Solid written communication skills
Ability to work and grow in a fast-paced, high-volume call center environment
Willingness to learn new skills and ability to adjust to changes quickly
Open to feedback to support your performance and development
Solid computer and multi-tasking skills
High school diploma or equivalent required
Authorization To Work In The United States Is Required
Preferred
Ability to speak French Canadian or Spanish is a plus but not required
College degree or currently pursuing preferred
Company
Knights of Columbus
Knights of Columbus has grown from several members in one council to 15,342 councils and 1.9 million members throughout the United States,.
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-12-18
Company data provided by crunchbase