Posted 1 month ago
Customer Service Representative - Call Center
AI Summary
Handles incoming calls and service requests for policy owners, processing withdrawals, cancellations, benefit explanations, ownership changes, and complex payments while maintaining confidentiality and compliance.
About this role
Customer Service Representative - Call Center
Global Bankers Insurance Group, LLC (“Global Bankers”) represents and manages a consortium of rapidly growing life and annuity insurance and reinsurance companies. We have operations throughout the U.S. and in select international markets. Our primary product suite consists of fixed annuities, life insurance and some supplemental products, distributed primarily through independent agents and worksite channels. In addition, we are an active reinsurer of both new and in force books of business. Global Bankers offers an entrepreneurial work environment that provides opportunities for constant learning & growth. Additional information can be found at www.GlobalBankers.com.
Under supervision, provide customers efficient and courteous service by responding to routine and non-routine inquiries. Handle policy retention responsibilities. Process service requests, by phone, mail, fax or e-mail.
Must be able to work 11am-8pm
Responsibilities:
- Receive calls from policy owners and/or their representatives or agents; process service requests for policy withdrawals, cancellations, explain benefits, ownership or beneficiary changes, and provide wide-ranging information regarding company products and policy transactions.
- Research and resolve complex customer concerns/problems using computer systems, manual files, microfiche or through interdepartmental communications.
- Process complex payments.
- Process individual specialty jobs which include surrenders, plan changes, EOB’s owner/beneficiary changes, mutual fund plan changes, and ACH/bounced recoveries.
- Correspond with customers for resolution of their concerns through outgoing calls or written documentation and provides additional information to conserve policies.
- May provide assistance and support for less experienced departmental personnel.
- May perform more complex payment processing duties.
- Comply with HIPAA, Diversity Principles, Corporate Integrity, Compliance Program policies and other applicable corporate and departmental policies.
- Maintain complete confidentiality of company business.
- Maintain communication with management regarding developments within areas of assigned responsibilities and perform special projects as required or requested.
Qualifications
Required:
- Bachelors Degree
- Recent college grads are encouraged to apply
- Able to work efficiently in fast paced environment
- One year of customer service experience in a call center environment
- Clear and concise verbal and written communication skills
- Experience operating standard office equipment
- Intermediate PC skills to include Word, Excel, and Outlook
Additional Information
All your information will be kept confidential according to EEO guidelines.
Skills
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