(Non-IT) Customer Service - Financial Services Representative

Looking for 8 customer service representative candidates for Life New Business Phone Support team. Must have strong customer service skills and ability to build relationships with agents. Full-time candidates are needed. The candidate needs to be available to work between the hours of 11:30 am - 8:00 pm Monday through Thursday and 9:30 am - 6:00 pm Friday. No weekends.

College degree preferred. Columbus area talent search due to hybrid requirement for the role/department.

Summary of Job Responsibilities:

Provides prompt efficient service for assigned product and/or service center internal and external customers. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units. The following duties cover what are generally believed to be principal and essential functions of the job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

1. Receives and responds to incoming customer/ broker/ agent/ government agency inquiries.

2. Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication.

3. Assists customers with financial transactions.

4. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.

5. Maintains current knowledge of contract and product provisions and administration of Client products, and the processing systems and related federal and state regulations

6. Resolves routine errors requiring corrective processing.

7. Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary.

8. Processes monetary transactions according to policy provisions within assigned limits.

9. Reviews, researches, and interprets records and reports to accurately make decisions.

10. Performs other duties as requested.

Education:

High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.

Experience:

Three years work experience with two years product-related customer service work experience preferred. Work experience with undergraduate studies preferred.

Knowledge:

General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. Life Insurance) preferred. Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.

Skills:

Effective written and oral communication skills to interact with customers, team members, and management.. Decision making skills necessary for customer contacts. Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action. Proven ability to operate a CRT and PC.

Credit Check:

Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.