Payments And Benefits Representative

4 weeks ago


Westerville, United States TEKsystems Full time
Job DescriptionJob Description

Description:

The Payments and Benefits Representative I works under close to moderate supervision and has primary responsibility for servicing In-force policy contracts via the telephone, email or written request. The Payments and Benefits Representative I responds to policy inquiries from policyholders, government entities, and agents. The responsibilities include providing world class quality Customer Service over the telephone and reviewing documents for title, billing mode changes and entering changes into the policy master record; processing all disbursements, which include loans, surrenders, and outgoing 1035 transfers; and payment processing.

Essential Job Duty #1: Telephone Calls and Email Requests 50 %

• Answering telephone inquiries while speaking clear and concise while assuring the call ends with resolution. Respond to email requests by answering all inquiries in a professional manner within a 24 hour period.

Essential Job Duty #2: Processing 40 %

• Process written requests or payments by working assigned work queues and make certain that assigned requests are worked within the processing standard.

Essential Job Duty #3: Inforce Illustrations 8 %

• Request inforce illustrations via the Mutual Trust Agent Website or a Math Analyst

Essential Job Duty #4: 1099 Inquiries 2 %

• Answer and explain any 1099 inquiries that are received throughout the year.

100 %

Skills & Qualifications:

High School Diploma

Experience in Customer Service (telephones), life insurance or related industry

Must have excellent customer service skills and comfortable enough to eventually to handle a certain call volume.

Be computer literate; manage competing priorities; and good overall attitude; team player.

Bilingual preferred

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.



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