What are the responsibilities and job description for the Member Service Representative position at Insight Global?
Required Skills & Experiences:
- 2 years of Customer Service experience in a corporate or call center environment
- Experience handling billing information and processing financial transactions
- Post-Secondary Degree or equivalent experience in related field
- Excellent oral and written communication skills with high level of professionalism
- Excellent decision-making skills with an eye towards finding “win-win” solutions
- Proficient in Microsoft Office and the ability to learn proprietary software
Nice-to-Have:
- Life Insurance industry experience
- Bilingual/Spanish communication a plus
Day-to-Day:
Insight Global is seeking a Member Service Representative for our life insurance client in Milwaukee, WI. This person will receive incoming calls from customers and be responsible for providing accurate and timely responses to inquiries/requests related to life and annuity contracts.
Responsibilities:
- Handles routine member inquiries that require research to ensure the situation is resolved and action steps communicated with members/owners and field force. This involves interpreting policy provisions, explaining policy transactions, history of financial information, providing general tax information, and addressing mailing campaign questions. Obtains necessary information from the policy administration system (PAS), review of policy/imaged files and/or research other sources.
- Processes basic financial administrative policyholder requests in the PAS, including loans, withdrawals, surrenders, ownership changes, etc.
- Processes non-automated policy contractual updates
- Assists with special one-time projects as assigned
- Handles one specialized departmental process in addition to routine responsibilities
Compensation:
$19.00/hr to $28.00/hr.
Exact compensation may vary based on several factors, including skills, experience, and education.
Employees in this role will enjoy a comprehensive benefits package starting on day one of employment, including options for medical, dental, and vision insurance. Eligibility to enroll in the 401(k) retirement plan begins after 90 days of employment. Additionally, employees in this role will have access to paid sick leave and other paid time off benefits as required under the applicable law of the worksite location.
Salary : $19 - $28
