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Client Relations Representative

2 months ago


Salt Lake, Utah, United States Security National Financial Full time

Position Overview:

As a Claims Customer Support Specialist, you will play a vital role in our mission to deliver exceptional service in the Life Insurance sector. Our organization, recognized as a leading workplace for five consecutive years, is dedicated to providing top-notch services in Life Insurance, Mortuary, Cemetery, and Mortgages.

Key Responsibilities:

  • Handle inbound and outbound communications with Funeral Homes, Policyholders, and Beneficiaries.
  • Examine contracts for any financial discrepancies.
  • Facilitate the processing of life insurance claims.
  • Deliver outstanding customer service via phone and email.
  • Engage in special projects as assigned.

What We Value in You:

  • Strong customer service orientation.
  • Self-driven and motivated individual.
  • Dynamic, friendly, and approachable demeanor.
  • Team player with a collaborative spirit.
  • Attention to detail and ability to manage multiple tasks.

Qualifications:

  • Basic computer skills and proficiency in Microsoft Office (Outlook, Excel, Word).
  • Typing speed of at least 35 words per minute.
  • Capability to focus on details and learn new processes swiftly.
  • Ability to work independently as well as collaboratively.
  • Availability for a standard Monday to Friday schedule, from 8:00 am to 5:00 pm.
  • Physical ability to sit for extended periods and lift up to 15 pounds.

Education and Experience:

  • High school diploma or equivalent is required.
  • Preferred experience of 1-2 years in a similar role.
  • Bilingual in English and Spanish is a plus.

Company Culture:

Join a company that values its employees and offers a supportive work environment. Enjoy a comprehensive benefits package that includes:

  • Rest and Relaxation: 2 weeks of paid time off, 10 paid holidays, and accrued sick leave.
  • Health Benefits: Medical options with HSA and FSA, dental, and vision coverage.
  • Future Planning: 401(k) plan with company matching.