Customer Service Rep

Tata Consultancy Services; San Antonio (TX); On-site; USD 38,000 - 43,000; Full time

Benefits offered by this job

Discretionary Incentive

Medical Coverage

Dental & Vision

Disability Insurance

Parental Leave

Auto/Home Insurance

Identity Theft Protection

Training Reimbursement

Paid Time Off

401K Plan

Performance Bonus

College Fund

Student Loan Refinancing

Job summary

Tata Consultancy Services is seeking a Customer Service Representative in Texas to support the life insurance application process. You will contact applicants to schedule medical examinations, ensure accurate handoffs to Case Associates and Underwriters, and provide exceptional customer service throughout the workflow.

Responsibilities include applicant engagement, application review, outbound scheduling support, and collaboration with underwriting teams.

Qualifications

• Strong telephone communication with a professional, friendly demeanor.
• Excellent interpersonal, verbal, and written communication abilities.
• Ability to follow conversation flows and document interactions accurately.
• Strong organizational and time-management skills; multitasking in a fast-paced environment.
• Familiarity with life insurance processes preferred.

Responsibilities

• Engage applicants with welcome calls and guide them through next steps in the application process.
• Review applications and case notes to ensure regulatory and medical requirements are met; identify missing information and take action.
• Conduct outbound calls to schedule medical examinations with approved vendors and support applicants in completing requirements.
• Collaborate with Underwriters and Case Associates to expedite case closures and ensure smooth handoffs.

Skills

Telephone communication

Interpersonal skills

Verbal communication

Written communication

Organization & time management

Life insurance processes (familiarity)

Education

Diploma

Job description

Job Description

The Customer Service Representative plays a key role in supporting the life insurance application process. This position is responsible for contacting applicants to schedule medical examinations and ensuring smooth workflow handoff to Case Associates and Underwriters once appointments are confirmed. The representative will provide exceptional customer service while maintaining accuracy, efficiency, and compliance throughout the process.

Key Responsibilities

Applicant Engagement & Welcome Calls

• Make professional, courteous welcome calls to life insurance applicants.
• Provide clear guidance on next steps in the application process and respond to initial questions.

Application & Case Review

• Review applications and case notes regularly to ensure adherence to medical, financial, and regulatory requirements.
• Identify missing information or requirements and take appropriate action to support timely case progression.

Outbound Communication & Scheduling Support

• Conduct proactive outbound calls to assist applicants in scheduling their medical examinations with approved vendors.
• Offer support and resources to help applicants complete outstanding requirements.

Underwriting & Workflow Support

• Work closely with Underwriters and Case Associates to expedite case closures.
• Communicate updates effectively and ensure smooth handoff of scheduled cases to the appropriate teams.

Qualifications & Skills

• Strong telephone communication skills with a professional and friendly demeanor.
• Excellent interpersonal, verbal, and written communication abilities.
• Ability to follow conversation flows and document interactions accurately and thoroughly.
• Strong organizational and time-management skills; able to multitask effectively in a fast-paced environment.
• Familiarity with life insurance processes preferred.

TCS Employee Benefits Summary

• Discretionary Annual Incentive.
• Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
• Family Support: Maternal & Parental Leaves.
• Insurance Options: Auto & Home Insurance, Identity Theft Protection.
• Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.
• Time Off: Vacation, Time Off, Sick Leave & Holidays.
• Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.

Salary Range: $38,000 - $43,000 per year

Qualifications: Diploma