Bilingual Member Services Representative

Trusted Fraternal Life; Milwaukee (WI); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Group Benefits Package

Free parking

Wellness subsidy program

Remote work on Fridays

Summer Fridays

Job summary

Trusted Fraternal Life in Milwaukee, WI, is searching for a Member Services Representative to provide superior customer service to members and advisors. This role involves handling inquiries, directing calls in the call center, and proactively resolving issues.

The ideal candidate must be bilingual, organized, and detail-oriented. Additional benefits include a comprehensive health package, a 401(k) plan, and remote work opportunities on Fridays.

Qualifications

• Must be bilingual (Spanish/English).
• Excellent communication skills.
• Proven high-performance track record.

Responsibilities

• Handle member inquiries and transaction processing.
• Direct calls in the main call center.
• Proactively resolve claims issues.

Skills

Customer service

Bilingual (Spanish/English)

Communication skills

Process improvement

Education

Post-Secondary Degree or equivalent experience in life insurance or customer service

Job description

Member Services Representative

Location: Milwaukee, WI

Job Id: 228

# of Openings: 1

Contact: Send your resume and cover letter to: [e-mail]

Trusted Fraternal Life (TFL) has an exciting opportunity available for a Member Service Representative to join our team! The individual will be part of our Member Services Department, which is within the Insurance Operations of TFL Arden Hills, MN Office. Opportunities within Insurance Operations may arise, which would be dependent on the demands of TFL. They will report to the Member Services Director. This is an important position with high visibility to Members and Advisors. The ideal candidate must have a passion to provide superior customer service to TFL Members, Advisors, and home office associates.

WHAT YOU’LL DO

• Active participation in our main call center queue - directing and handling calls as appropriate.
• Handling member inquiries which involve transaction processing or inquiries.
• Spanish as a second language is preferred.
• Generating correspondence and forms when applicable.
• Proactively resolving claims issues and ensuring action steps are communicated with Members and field force.
• Reviewing generated reports and completing necessary processing.
• Completing various projects assigned.
• Active communication with Members, Advisors, and other home office associates regarding status of Member Services.
• Provide proactive support and input into the re-engineering/transformation of operational processes within Member Services and Operations to help facilitate company growth, improve organizational efficiency, and reduce turnaround time.

QUALIFICATIONS

• Post-Secondary Degree or equivalent experience in life insurance or customer service.
• Must be bilingual (Spanish/English)
• A proven track record of high performance.
• Excellent communication skills that can be dynamically adjusted to different situations and audiences.
• A desire to set high expectations for yourself and then strive to exceed those expectations.
• Ability to thrive in a fast-paced environment.
• Proven ability to improve processes that you are responsible for.

Successful candidates will be organized, detail-oriented and able to work independently. Individuals must be able to influence other associates at all organizational levels.

Candidates must be skilled in effectively prioritizing work based on a balanced assessment of impact, urgency, and priority to maximize efficiency while minimizing risk. Excellent communication skills are required with the ability to work well in a team environment.

WHAT WE OFFER

• Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan.
• Free parking in our Home Office structure.
• Wellness subsidy program.
• Ability to work remote on Friday.
• Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.