Care Specialist: Customer Experience & Transactions

Jobtailor; Bethlehem (Northampton County); On-site; USD 42,000 - 60,000; Full time

Job summary

Jobtailor in Bethlehem, PA seeks a customer service professional to support policy requests and transaction status updates. You will process payments, account changes, and service requests while developing expertise in life and disability products and risk controls.

The role emphasizes collaboration, accuracy in a regulated setting, and commitment to quality. Remote work is not indicated; a team environment is expected.

Qualifications

• 2+ years of experience in a customer service, banking, retail, hospitality, call center, or insurance environment.
• Experience processing customer transactions, account changes, or service requests.
• Strong communication skills across phone, email, and chat channels.
• Ability to navigate multiple computer systems and applications simultaneously.
• Strong attention to detail and ability to maintain accuracy in a regulated environment.
• Strong problem-solving and decision-making skills.
• Experience working in a team-based environment and meeting productivity goals.
• Bachelor's degree or equivalent professional experience (preferred).
• Insurance, financial services, banking, or operations experience (preferred).
• Experience handling financial transactions, reconciliations, or account servicing (preferred).
• Familiarity with Microsoft Office products (preferred).
• Experience working within compliance, quality, or fraud prevention frameworks (preferred).
• Experience utilizing AI-enabled tools and technologies (preferred).
• Legally authorized to work in the United States without sponsorship/support now or at any time in the future
• 0-10% travel may be required

Responsibilities

• Deliver outstanding customer experiences by proactively communicating with customers regarding policy requests and transaction status
• Process financial and non-financial transactions, including payments, policy changes, disbursements, beneficiary updates, and other service requests
• Develop expertise in life and disability insurance products, operational processes, fraud controls, and risk management practices
• Collaborate with teammates to meet quality, productivity, and customer satisfaction goals
• Identify opportunities for process improvement and contribute ideas that enhance customer experience and operational efficiency
• Serve as a key point of contact for customers
• Report to a CARE Leader, who reports to a CARE Manager

Skills

Customer service

Communication

Attention to detail

Problem solving

Team collaboration

Education

Bachelor's degree or equivalent professional experience

Tools

Microsoft Office

AI-enabled tools

Multiple computer systems

Job description

Jobtailor in Bethlehem, PA seeks a customer service professional to support policy requests and transaction status updates. You will process payments, account changes, and service requests while developing expertise in life and disability products and risk controls.

The role emphasizes collaboration, accuracy in a regulated setting, and commitment to quality. Remote work is not indicated; a team environment is expected.