What are the responsibilities and job description for the IAC Life Operations Customer Service Representative position at LifeShield National Insurance Company?
LifeShield and its subsidiary, Individual Assurance Company (IAC), comprise one of the nation's most dynamic and rapidly growing carriers. LifeShield focuses on life and supplemental accident and health insurance products for individuals, families, businesses and associations, while IAC specializes in Medicare Supplement and group life policy administration.
Individual Assurance Company is seeking exceptional individuals to join our team in the role of Life Operations Agent.
Responsibilities Include:
- Assisting customers and agents in the handling of individual and Group Life Insurance inquiries via the phone or email.
- Issuing and posting premium receipts and invoices and updating accounts with payment issues.
- Processing changes to policies with accuracy.
- Multi-tasking, including talking to customers while simultaneously navigating the computer system.
- Manage and identify inconsistencies in payment dates and ensure all clients remain informed on outstanding debts and deadlines.
- Processing, maintaining, and following up on documents received through document management system.
- Providing solutions to any relative problems of internal and external clients and escalating more complex or persistent issues to management as needed.
- Maintaining performance standards.
- Efficiently managing all other job duties as assigned.
- Following established policies and procedures.
- Demonstrate a sense of ownership for all work with the goal of positively driving business results.
- Attend paid training and continue to build personal skill sets by participating in internal and external training.
- Participates in cross-training to act as a backup for other Life Operations areas as necessary.
Successful candidates will also:
- Basic computer skills to include maneuvering within multiple software programs and screens at one time.
- Basic computer knowledge (including MS Office) and data entry skills.
- Strong problem solving and time management skills with the ability to make independent decisions.
- Effectively prioritize and execute tasks to meet performance standards
- Demonstrate a strong attention to detail.
- Easily adapt to frequent change and process new information quickly.
- 1-3 years of office related experience, as well as previous customer service experience is preferred, but not required.
Experience
Preferred- 1 year(s): Basic knowledge of MS Office
- 1 year(s): Data entry skills
- 1 - 3 years: 1-3 years Office Related Experience preferred but not required
Behaviors
Preferred- Dedicated: Devoted to a task or purpose with loyalty or integrity
- Thought Provoking: Capable of making others think deeply on a subject
- Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
- Team Player: Works well as a member of a group
Motivations
Preferred- Self-Starter: Inspired to perform without outside help
- Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)