Forrest T. Jones & Company · 7 hours ago
Customer Service Representative I
Kansas City, MO, US
Full-time
Onsite
Mid Level
3+ years expForrest T. Jones & Company, Inc. provides insurance and insurance-related services to various clients. They are seeking a Customer Service Representative I to respond to inquiries from policyholders and address topics related to policy provisions and company procedures.
Financial ServicesInsuranceMarketing
Responsibilities
Handles policy holder complaints/problems and ensures that problems are resolved and action steps are communicated to the policyholder
Processes policy values (ex. Calculating amount of cash values, premium refund due, loan balance, or loan interest refund), death benefit requests, and policy changes
Performs other related duties as assigned or required
Ability to use web-based customer software
Qualification
Required
Ability to use web-based customer software
Strong knowledge of company products
Ability to interpret policy provisions
Knowledge of administrative practices relating to company procedures
Preferred
3+ years experience in customer service area
3-5 years experience with Financial Retirement Products
Benefits
Company-paid medical
STD
LTD
Life insurance
Voluntary dental
Vision
Life/AD&D insurance
401(k) with company matching
Generous paid time off
Company
Forrest T. Jones & Company
Forrest T. Jones & Company is an insurance products and other financial services company.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase