Customer Service Expert
3 days ago
At Homesteaders Life Company, we are seeking a skilled Customer Service Expert to join our team. This role is responsible for providing exceptional service to funeral homes, home preneed counselors, agents, marketing organizations, account executives, and policy owners.
Key Responsibilities- Provide highly responsive, time-sensitive, high-volume customer-oriented service designed to enhance company relationships across internal and external individuals.
- Resolve issues related to accounting, claims, and new business for paper and online methods.
- Receive and respond to telephone and written correspondence inquiries, provide information and services related to correspondences.
- Provide information and services related to new business, claims, policy information, and policy changes.
- Assist agents and funeral homes with on-line services including enrollment, reporting, administration, system navigation.
- Work with agents and customers to resolve issues to ensure compliance with state regulatory requirements and company standards.
- Assist with commission and compensation questions from customers.
- Conduct system testing to help ensure integrity of files and proper underwriting within limits.
- Equivalent to a high school degree.
- Completion of a two-year associate degree program in a job-related field is preferred.
- 3-5+ years of customer service experience in a financial services organization, preferably life insurance, involving extensive in-bound and out-bound phone work is a plus.
- Demonstrated proficiency in Microsoft office products: Outlook and Word.
- Experience on a LifePro office administration system preferred.
- Bilingual proficiency in Spanish and English is a plus.
We offer an excellent salary package, including an estimated annual salary of $46,000+. Additional benefits include:
- An excellent schedule - office closes at 1 p.m. every Friday.
- Annual profit sharing.
- 401(k) with company match and discretionary contribution.
- Company-sponsored group medical and dental insurance.
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