Customer Service Coordinator

Knights of Columbus; New Haven (CT); On-site; USD 40,000 - 67,000; Full time

Benefits offered by this job

Paid holidays

Tuition reimbursement

Health insurance options

401(k) retirement plan

Job summary

Knights of Columbus is seeking a Customer Service Representative I in Connecticut to handle inbound telecom and email inquiries from Agents and Members regarding life insurance, annuities, and fraternal transactions.

The role focuses on First Call Resolution, quick problem solving, and professional communication in a high-volume environment, while maintaining data accuracy in internal systems.

Qualifications

• High school diploma or equivalent required.
• Excellent customer service and communication skills.
• Ability to work in a fast-paced, high-volume call center.
• Strong written communication; willingness to learn.
• French Canadian or Spanish is a plus but not required.

Responsibilities

• Handle inbound telecom/email inquiries from Agents and Members.
• Provide accurate responses on life insurance and annuity questions.
• Maintain professional, courteous service and document calls in systems.
• Collaborate with departments to resolve complex requests.

Skills

Customer service

Communication

Written communication

Call center

Adaptability

Feedback openness

Multi-tasking

Second language (French/Spanish)+

Education

High school diploma

College degree preferred

Tools

CRM systems

Microsoft Office

Job description

Feel Good About Doing Good

The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.

Feel Good About Doing Good

The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.

While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East. We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.

Share Your Talent. Live Your Purpose.

We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!

Overview

The Customer Service Representative I position is a dynamic Contact Center position focused on the servicing of inbound telecom/email requests from both Agents and Members of KofC. Contact Center Representatives will handle complex inquiries involving Insurance and Annuity products along with Membership/Fraternal transactions. The successful CSR I will be able to thrive in a high volume - changing service environment. At all times, maintains professional, courteous and positive image to reflect positively on the Order's image and business operations. Colleagues focus on building day-to-day working knowledge of all position specific operating systems, product offerings, roles of each Insurance Ops departments, and the role of Knights of Columbus within the Insurance Industry. As part of a pro-active service team, CSR I Reps will focus on First Call Resolution (FCR), seek to limit hold time for callers and approach all calls with enthusiasm and empathy - with a focus on fact-based handling of inquiries. New colleagues will work with their Coach/Supervisor on how to control the flow of each call, when to escape, document calls effectively and facilitate to partner business units when the situation warrants. Colleagues will receive direct feedback on 10-15 specific calls as part of their monthly QA Assessment. Productivity will be gauged at 50% within first three months and colleagues will be expected to be fully productive by month six. These expectations will be clearly communicated along with the methodology used to gauge productivity. Annual performance is focused on Call Production, Quality Assurance, Schedule Adherence and overall teamwork. Colleagues receive feedback monthly and also participate in a mid year review.

Core Responsibilities

• Greets callers in a positive and professional manner; verifies security information such as but not limited to: agent id, social security #, dob, address and phone numbers.
• Engages caller, asks probing questions, to determine nature of the call and responds to the reason for the call. Use KofC administrative systems to search for the information needed to answer the callers inquiry and provide the appropriate response. Responds to general and detailed questions from policyholders and field force on life insurance, ownership rights, cash values, accounting and taxation, tax sheltered/non tax sheltered annuities (FPA, SPA, Vantage) and SPIA, settlement options and fraternal rules as appropriate and within guidelines.
• Follows procedures for release of specific policyholder information; assesses customer and field force needs for Home Office assistance. Forwards standard or special action requests to appropriate department to comply with callers request for written correspondence.
• Reviews and determines nature of email inquiries, analyzes the issue and responds appropriately or directs the inquiry to the proper department. Serves as liaison between KofCs website and appropriate departments.
• Routinely reviews departmental communications, product updates and other tools to stay current with organizational developments.
• Performs other customer-service related duties as requested by supervisor.

Skills Qualifications

• Experience providing outstanding customer service by showcasing expertise, fostering trust, and growing customer satisfaction
• An effective communicator who understands the importance of listening, being empathetic, and remaining professional in a conversational manner
• Solid written communication skills
• Ability to work and grow in a fast-paced, high-volume call center environment
• Willingness to learn new skills and ability to adjust to changes quickly
• Open to feedback to support your performance and development
• Solid computer and multi-tasking skills
• Ability to speak French Canadian or Spanish is a plus but not required.

Education

• High school diploma or equivalent required; college degree or currently pursuing preferred

Compensation

The wage range for this role takes into account a broad array of factors that are considered in making compensation decisions, including but not limited to: skill sets; experience and training; licensure and certifications; and other business and organizational needs. The range below applies as long as the work is performed in Connecticut; the Knights of Columbus reserves the right to adjust the wage range if the position is performed in another location. At the Knights of Columbus, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $39,500-67,000.

Authorization To Work In The US Is Required.

This position is not eligible for visa sponsorship.

Physical Demands

Must be able to remain in a stationary position for a majority of the workday.

KofC Cares

Our mission is focused on family and faith, and we support our employees in seeking a balanced life.

Employee benefits include:

• Time Away: 13 paid holidays per year in addition to vacation and paid sick leave, and flexible workweek schedules.
• Professional Development: Certifications, designation, and tuition reimbursement.
• Retirement Benefits: 401(k) retirement savings plan with matching company contributions, and cash balance retirement plans fully funded by the company.
• Health and Wellness:
• Short-term disability and term life insurance fully paid for by the company;
• Up to 12 weeks of childbirth leave under STD policy.
• One week of fully paid parental leave for all new parents, including adoptive and foster parents.
• A variety of health insurance options, including premium-level family coverage and a pre-tax Health Savings Account with employer contributions. The Order's health plans do not cover abortion, sterilization, or contraception, and the Order has helped advocate for other employers who do not want to provide coverage.
• Long-term disability insurance;
• Dental insurance;
• Vision insurance;
• Health club membership reimbursement;
• Employee Assistance Program