What are the responsibilities and job description for the Customer Service Representative position at Security National Life Insurance Company?
Description
This position will primarily be responsible for following a strict procedure for processing life insurance claims, and answering phone calls from our policy holders and funeral homes. This is an entry level position with a Monday - Friday business hours schedule. We offer a comprehensive benefits package that includes health insurance, PTO, Employee Discounts, and more.
What You'll Do:
- Processing life insurance claims
- Analyzing contracts for monetary discrepancies
- Preparing contract reconciliations
- Inbound & outbound calls from Funeral Homes, Policyholders and Beneficiaries
- Provide excellent customer service on phone and through email
- Other special projects as assigned
Requirements
What We'll Love About You:
- Customer service oriented
- Self-motivated
- Dynamic, friendly and outgoing personality
- Team oriented
- Detail oriented
- Multi-tasker
Requirements:
- Basic computer operation skills
- Ability to type 35 wpm
- Working knowledge of Microsoft Office (Outlook, Excel, Word)
- Ability to pay close attention to detail
- Ability to quickly learn new processes and procedures
- Ability to work independently and with a team when needed
- Ability to work Monday through Friday, 8:00 am to 5:00 pm
- Prolonged periods sitting at a desk and working on a computer
- Must be able to lift up to 15 pounds at times, and engage in repetitive movements
Education and Experience:
- High school diploma or equivalent
- Work experience of 1-2 years preferred
- Bilingual in English and Spanish preferred
What You'll Love About Us
- Great Company Culture
- Top Workplaces 6 years in a row (2016,'17,'18,'19,'20 & '21)
- Going Places. Company recently added to the Russell 2000 Index, attributing our strong growth
- Rest and Relaxation. Accrued sick / vacation leave and 10 paid holidays
- Health Benefits. Medical with HSA and FSA options, dental, and vision
- Prepare for the Future. 401(k) with company match