Job Description
Note: Required 1-2 years of experience in Life Insurance (Claims, Policy administration)
WHAT YOU’LL DO:
- Deliver Expert Support: Handle inbound and outbound calls, providing detailed, expert-level support on life insurance contracts, transactions, and inquiries.
- Service with Precision: Process contract-level service requests including applications, billing, policy changes, claims, and more—ensuring accuracy and compliance.
- Issue Resolution: Research and analyze complex account or transaction issues to deliver prompt and effective resolutions for clients and sales representatives.
- Client Relationships: Build trust with clients by serving as a go-to expert and consistent support partner for life insurance servicing.
- Cross-Functional Collaboration: Work closely with internal teams to ensure service consistency and share insights that enhance process efficiency and customer satisfaction.
- Maintain Regulatory Excellence: Apply your working knowledge of industry regulations, policies, and products to ensure service meets compliance standards.
- Develop Product Expertise: Stay current on life insurance product features, contract rules, and operational procedures.
WHAT YOU’LL NEED:
- High school diploma required; associate or bachelor’s degree preferred.
- 2+ years of experience in the life insurance industry with strong exposure to contract servicing, claims, or policy administration.
- Prior customer service or call center experience, especially within financial services or insurance operations.
- Solid understanding of life insurance products, terminology, and regulatory environment.
- Strong communication skills—able to convey complex insurance concepts clearly and professionally to both clients and colleagues.
- Comfortable with Microsoft Office tools and internal CRM/policy administration systems.
- Proven track record of reliability, accountability, and working collaboratively in a fast-paced team environment.
- Willingness to work overtime when required.
- Flexible team player; with ability to prioritize multiple tasks