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Customer Service Representative

4 months ago

Lexington, United States Mountain Life Insurance Co Full time
Why Mountain Life Insurance Company?

Located in the Hamburg area of Lexington, KY just minutes from I-75, New Circle Road, and U.S. Highway 60 (Winchester Road), Mountain Life Insurance is proud to offer:

*** Hourly wages up to $20/hour, competitive PTO plans, and a comprehensive benefits package ***

  • Competitive wages
  • Comprehensive benefits package to include:
    • Health, Vision, & Dental Insurance
    • 401(k) Retirement Plan with Company Match
    • Company Paid Life Insurance
  • Paid Time Off (PTO) plans
  • Paid Holidays
  • Employee celebrations
  • Professional recognition
  • And more

Job Summary

The Customer Service Representative (CSR) for Mountain Life Insurance is a key role for maintaining relationships with clients and agents. Reporting to the Vice President of Operations, this position's primary focus is providing quality customer service to independent agents and policyholders.

Core to success of this position is the administration of life insurance products while maintaining a broad understanding of the life insurance sales/underwriting process. This includes being the first impression contact for the company, administration input, new business and claims processing, and overall problem resolution.

Additional job responsibilities may include:
  • Handle incoming phone calls and e-mails from agents and policyholders.
  • Process new business, underwriting and claims utilizing policy administration system.
  • Prepare daily, weekly, monthly and quarterly reports.
  • Process and enter new business and premiums into policy administration system.
  • Prepare correspondence to accounts on errors or other issues on business submitted.
  • Generate policy pages and assemble policy for delivery to agent.
  • Prepare claim files.
  • Request medical records or other claim documentation as needed.
  • Reviewing pending files daily to determine appropriate follow up on outstanding items.
  • Reconcile new business and refunds at month end.
  • Scan and Image reports and correspondence.
  • Quote premiums and refunds to accounts and insureds.
  • Assist agents in generating electronic quotes.
  • Connect potential clients with agents in their area.
  • Review agent licensing applications for completeness and work with state department of insurance for appointment.
  • Perform other related duties as assigned.
NOTE: For a complete listing of essential duties, responsibilities, and physical demands, please contact our Human Resources department. To perform this position successfully, and individual must be able to perform each essential duty and responsibility satisfactorily.

Qualifications

The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Proficient in Microsoft Windows and Office products.
  • Possess negotiation and conflict resolution skills.
  • Ability to apply pertinent federal, state or local laws, rules and regulations pertaining to insurance.
  • Ability to read, analyze, and interpret information found within spreadsheets and work-related documents.
  • Ability to communicate both orally and in writing to others in order to convey information effectively.
  • Ability to communicate and work effectively with all levels of employees, officers, directors, and service providers.
  • Ability to manage time and be efficient and effective in the completion of multiple assignments simultaneously.
  • Ability to establish productive business relationships with others, both inside and outside the organization.
  • Ability to work with little direct supervision in carrying out the tasks and responsibilities assigned and also work effectively in a team environment.
  • Ability to be a self-starter and motivated to complete work with a sense of urgency.
  • Evidence of flexibility and problem-solving skills.
  • Strong attention to detail.
  • Ability to work well under pressure and meet deadlines.

EOE

We are committed to ensure fair and equal treatment for everyone we employ and as such, we are a proud Equal Opportunity Employer. We value diversity and believe employment, training, and promotional opportunities should be available to all persons without regard to race, color, gender (including gender nonconformity, gender identity, status as a transgender individual, and sexual orientation), sex (including pregnancy), age, religion, national origin, ethnicity, physical or mental disability, genetic information, political affiliation, protected veteran status or membership in the armed services, or any other consideration that is protected by applicable federal, state, and local law.