Customer Service Representative

6 days ago


Fairfield, Ohio, United States Cincinnati Financial Full time

About the Role:

Cincinnati Financial is seeking a highly skilled and customer-focused individual to join our Life Policy Services team as an Associate Customer Service Representative. In this role, you will be responsible for providing exceptional service to our customers, processing policy transactions, and collaborating with our team to achieve our goals.

Key Responsibilities:

  • Process high-volume policy transactions, including loans, withdrawals, and changes
  • Provide accurate and timely information to customers regarding their policies
  • Collaborate with the Policy Service Coordinator to ensure seamless policy administration
  • Refer transactions for approval by the Life Underwriter and/or Associate Manager as outlined in the Lines of Authority
  • Assist in the formulation of various reports as needed
  • Meet with Field Representatives for team meetings and attend sales meetings

Requirements:

  • Excellent understanding of operating systems, including LifePRO, CLIC Workflow, Lexi Nexis, and CinciLink
  • Ability to collaborate and work independently
  • Encouraged to pursue further continuing education, including accredited insurance classes or certifications
  • Excellent oral and written communication skills
  • Good decision-making skills

About Cincinnati Financial:

Cincinnati Financial is a relationship-based organization that values diversity and promotes equal employment opportunity to all qualified persons without regard to race, creed, color, sex, including sexual orientation, religion, national origin, age, disability, or any other basis prohibited by law.



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