Life Insurance Operations Customer Service Representative jobs in United States
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MidFirst Bank · 20 hours ago

Life Insurance Operations Customer Service Representative

MidFirst Bank is one of the nation's most dynamic and rapidly growing carriers focused on life and supplemental accident and health insurance products. They are seeking a Life Operations Customer Service Representative to assist customers and agents with inquiries, process premium receipts, and maintain policy accuracy.

BankingVenture Capital

Responsibilities

Assisting customers and agents in the handling of individual and Group Life 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
Following established policies and procedures
Demonstrate a sense of ownership for all work with the goal of positively driving business results
Attend paid training and continue to build personal skill sets by participating in internal and external training
Participates in cross-training to act as a backup for other Life Operations areas as necessary

Qualification

Customer service experienceBasic computer skillsData entry skillsProblem solving skillsTime management skillsAttention to detailAdaptability

Required

Minimum 1 year customer service experience required
Basic computer skills to include maneuvering within multiple software programs and screens at one time
Basic computer knowledge (including MS Office) and data entry skills
Strong problem solving and time management skills with the ability to make independent decisions
Effectively prioritize and execute tasks to meet performance standards
Demonstrate a strong attention to detail
Easily adapt to frequent change and process new information quickly

Preferred

1-3 years of office related experience, as well as previous customer service experience

Benefits

Paid training

Company

MidFirst Bank

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MidFirst Bank is a privately owned bank in the United States

Funding

Current Stage
Late Stage

Leadership Team

G
Greg Schaefer
Chief Financial Officer
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Company data provided by crunchbase