Job description

Client Services Representative I - Applications accepted through 01/20/23
United Heritage Insurance exists to help people achieve financial security and peace of mind through quality insurance products. We achieve this by being a caring and trusted partner who delivers outstanding customer service.

United Heritage Life Insurance is looking for a Client Service Representative to join our fantastic team. The ideal candidate will have experience working in a customer service role. Experience in the insurance industry: life, health, and annuities are a plus. We are looking for a team member that is responsible, detail-oriented, can manage multiple tasks, works well with others, and has strong communication skills. If this describes you, we look forward to meeting you!

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Primary Responsibilities*

• Manage large amounts of inbound and outbound calls in a timely manner
• Identify customers’ needs, clarify information, research issues and provide solutions and/or alternatives
• Keep detailed summaries of all communication with customers/agents
• Processing incoming mail, returned mail, faxes, and emails within organizations standard for turnaround time.
• Process and update policy changes/modifications received by telephone, mail, or electronically from customers/agents to include but not limited to:
• beneficiary change
• face amount change
• POA, divorce
• duplicate policy requests and Certificates of Insurance
• processing payments, stopping/starting PAC plans, corrections to billing, lapse and payment information
• reinstatement processing
• updating addresses, handle codes

• Write professional business correspondence to customers/agents

Additional Responsibilities

• Develop knowledge of current and past products, features, and benefits
• Meet personal/team qualitative and quantitative targets
• Provide backup for Front Desk, as needed
• Other duties as assigned

Knowledge and Skill Requirements

• High School Diploma or equivalent (GED). Will require some job-related course work
• Clerical/office environment experience preferred
• Experience with customer service work: dealing with communication ranging from calm and understanding to escalated, angry, or frustrated callers
• Basic computer skills. Ability to learn company specific software
• Requires excellent verbal and written communication skills
• Time management skills. Ability to multi-task and learn quickly
• Must be able to manage fast paced telephone calls and communication
• Must be good-natured and not easily upset; have a cooperative attitude and is pleasant with others on the job
• Experience working with life insurance and annuities preferred
• Ability to speak Spanish preferred

Working Conditions

• Work is performed in an office environment. May sit for long periods of time. Visual acuity to perform reading and computer functions.
• This position is an in-office role and may be hybrid based on business need.

Workplace Culture and Benefits
United Heritage Financial Group is an established and growing company. We offer a flexible work environment and pride ourselves on a culture of innovation and inclusion. Our company offers professional development, mentorship and opportunities to give back to the communities we serve. Our competitive compensation and benefit package includes a 401(k) plan with company match and immediate vesting, profit sharing, company paid disability, paid parental leave, a paid volunteer day, 11.5 paid holidays plus an additional floating holiday, and a generous PTO/vacation plan based on length of service with the company. Our standard full-time work week is 37.25 hours/week – we close at 3:00 on Fridays to kick off the weekend! United Heritage firmly believes in supporting employees and our community; we actively support local charitable agencies and make sustainability and social responsibility a priority.

This position is eligible for healthcare, dental, and vision benefits on day one and a new hire mentor program to support a successful onboarding experience!

All employees will be subject to a criminal and credit background check as a requirement of employment.

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Job Type: Full-time

Pay: $21.50 per hour

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