1159 - Customer Service Representative

Security Mutual Life; United States; Remote; USD 26,000 - 29,000; Full time

Job summary

Security Mutual Life in the United States is seeking a Customer Service Representative to handle incoming calls in a fast-paced call center, build client and agent relationships, and process payments and service requests. The role is primarily remote with periodic time in designated offices in Binghamton, NY or Houston, TX.

Candidates should have at least 3 years in customer service, optional accounting experience, familiarity with insurance or call center settings, and strong communication and

Qualifications

• Minimum of 3 years in Customer Service.
• Minimum of 1 year of accounting experience preferred.
• Experience in an insurance industry or call center environment.
• Fluency in Spanish a plus.

Responsibilities

• Answer incoming calls in a fast-paced call center.
• Build relationships with clients and agents and process payments and complex service requests.
• Support resolution of inquiries by researching and initiating processes.
• Process billing requests, including account changes and refund requests.
• Process manual premium payments and service requests by check or phone.
• Keep records of customer interactions and transactions.

Skills

Customer service

Accounting

Insurance industry experience

Spanish language

Microsoft Word

Microsoft Excel

Communication skills

Data entry

Attention to detail

Time management

Flexibility

Education

Diploma or related field

Tools

Microsoft Word

Microsoft Excel

Job description

Remote

Salary Range:$19.02 To $21.03 Hourly

As a Customer Service Representative, you will answer incoming calls in a fast-paced call center environment. You will also build relationships with clients and agents and process payments and complex service requests.

This position will have the opportunity to work primarily remote with periodic time required in their assigned Company office location (Binghamton, NY or Houston, TX). If you reside in the Greater Houston or Greater Binghamton area, this may be an opportunity for you!

Description of Duties & Responsibilities:

• Support resolution of incoming calls by answering questions, performing research and initiating additional processes as necessary.
• Process billing requests, which could include billing account number changes, payment type changes (mode changes), refund requests, premium payment histories, value quotes, form requests, policy reprojection requests, taxable gain calculations, policy conservation, mailing Electronic Funds Transfer forms, etc.
• Process manual premium payments and other service requests from calls by check or phone via a checking or savings account.
• Process loan by phone requests.
• SML website inquires. Handle inquired forwarded by Corporate Communications that were made on our public website.
• Complete insurance verifications and policy summary requests.
• Complete follow-up calls to request missing items and funds needed to bring policies up to date.
• Keep records of customer interactions and transactions.

Skills & Experience:

• Minimum of 3 years of experience in Customer Service.
• Minimum of 1 year of accounting experience preferred.
• Experience in an insurance industry or call center environment.
• Fluency in Spanish a plus.
• Basic knowledge of Microsoft Word and Excel.
• Excellent written and verbal communication skills.
• Excellent data entry skills.
• Ability to perform work accurately and thoroughly.
• Ability to pay close attention to detail.
• Ability to prioritize and organize a heavy workload.
• Ability to work a flexible schedule with occasional overtime.

Education Required:Diploma or related field.

Pay Range:$19.02 to $21.03 hourly