Catholic Life Insurance ยท 16 hours ago
Membership Service Representative
San Antonio, TX
Full-time
Onsite
Entry Level
$20/hr - $22/hr
2+ years expCatholic Life Insurance is an A-Rated Life Insurance Company seeking a motivated Membership Service Representative who focuses on providing exceptional customer experience. This role serves as the first point of contact for all membership-related questions, requests, and concerns, requiring strong customer service skills and a friendly demeanor.
Financial ServicesInsuranceLife InsuranceRetirement
Responsibilities
Handle daily in-bound and out-bound phone calls with agents and members
Answer questions regarding life insurance and annuity policy information
Document all inquiries in administration system
Generate and compose written correspondence
Proofread all correspondence and system notes for grammar, spelling, punctuation, accuracy of information, etc
Navigate multiple administrative systems simultaneously
Research files
Complete process requests and direct to other departments
Set up files and correspondence to be imaged
Communicate effectively in oral and written form paying attention to detail
Various clerical duties as directed
May assist other units in the Operation Department as needed
Qualification
Required
Some College or Insurance Certification or License
Minimum two years customer service experience
One year of experience within the insurance/financial industry
Strong customer service skills
Professional phone etiquette
Life insurance and retirement product knowledge
Ability to communicate and exchange accurate information via telephone and in person
Intermediate clerical skills: keyboarding (45 wpm), 10 key (4500 ksph), filing, copying, scanning, faxing, proofreading, researching, etc
Experience with Microsoft Word, Excel, PowerPoint and Outlook
Professional demeanor, attention to detail and the ability to juggle many tasks at once
Accountable, Coachable, Team Oriented, Customer Focused
Preferred
College or University Degree in related area
Bilingual; Fluent in English and Spanish
Minimum five years customer service experience
LOMA Level 1 Certification (281 & 291), required as part of initial training plan
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
On-the-job training
Paid time off
Professional development assistance
Referral program
Vision insurance
Company
Catholic Life Insurance
Catholic Life Insurance is a financial services company that offers life insurance and retirement products.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Christopher Belz
President/CEO
Company data provided by crunchbase