Apply on Employer Site

Boston Mutual Life Insurance · 16 hours ago

Service Account Representative

Canton, MA

Full-time

Onsite

Entry Level

2+ years exp

Boston Mutual Life Insurance is committed to exceptional service and brand principles. The Service Account Representative is responsible for onboarding new customers, processing financial transactions, and providing customer service while maintaining professionalism and compliance with company policies.

Financial ServicesInsurance

Comp. & Benefits

Responsibilities

Reconcile monthly list bills; process premium payments and other financial transactions, such as issuing refunds, reversing premiums, writing off small balances

Perform checks and balances by identifying discrepancies to balance the accounts and resolution of problem situations

Provide customer service through written and verbal correspondence to internal/external stakeholders; recognize what needs to be done to meet complex stakeholder needs and demonstrate flexibility and responsiveness to meet those requirements

Process various mainframe transactions to change or correct policy records

Provide coaching and training for new hires and peers; collaborate to solve problems

Process returned mail and update addresses in mainframe system

Comply with privacy guidelines., company policies, and procedures

Perform other duties and/or projects as needed or required

Qualification

Customer ServiceMicrosoft OfficeOrganizational SkillsCommunication SkillsTrainingCoachingInsurance KnowledgeInterpersonal SkillsProblem SolvingAttention to Detail

Required

High School Diploma or GED required

Minimum of 2 years of equivalent business experience required

Excellent written/verbal communication skills

Strong organizational skills that reflect ability to perform and prioritize a high volume of multiple tasks seamlessly with excellent attention to context, substance and detail while meeting goals and strict deadlines

Excellent interpersonal skills and the ability to effectively build and extend relationships

Experience using multiple system applications, managing electronic and physical documents, ensuring they are properly recorded in systems and stored appropriately

Excellent working knowledge of Microsoft Office Word and Excel