Basic requests like beneficiary changes, address changes, forms requests, etc.
Ensure compliance with company standards and maintains customer files
Handle customer complaints in a professional courteous manage
Ensures outstanding issues are resolved appropriately
May calculate cash values, premium refunds / changes, loan balances or other such values
Perform similarly related activities as necessary
Covering for CSR III's as needed
Knowledge, Skills & Abilities :
Must be able to learn, comprehend and apply tax regulations as they apply to distributions and changes to annuity and life policies
Ability to perform complex manual mathematical calculations
Strong organizational skills
Demonstrated skill and ability in dealing with the public
Knowledge and skill at applying customer service theories and practices
Strong written and oral communication skills necessary
Basic computer knowledge and keyboarding skills
Thorough knowledge of the Company's products or similar
Ability to communicate effectively with customers by telephone
Education & Experience :
High school or GED required with 3 years call center customer service or office administrative experience in a fast-paced organization; or associate degree with 1-2 years related experience.
Prior insurance industry experience preferred.
Licenses & Certifications :
None required.
Completion of LOMA insurance courses I and II required within first year of employment.
Supervision & Leadership :
No Supervision responsibilities
Work Environment :
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Regular and predictable attendance is required. Overtime may be required at peak times.
The employee is regularly required to use hands to handle or feel. The employee is regularly required to talk or hear.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of their job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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