What are the responsibilities and job description for the IAC Life Operations Customer Service Representative position at MidFirst Bank - Default?
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.
