Customer Service Representative

Investors Heritage; Frankfort (KY); Hybrid; USD 32,000 - 46,000; Full time

Job summary

Investors Heritage is seeking a Customer Service Representative to support the Policy Administration team in a hybrid work setting. The role requires attention to detail, clear communication, and the ability to work independently or with colleagues.

Responsibilities include handling inquiries, processing policy transactions, and providing timely, accurate responses to clients via phone and email while researching life and annuity policies as needed.

Qualifications

• Strong verbal and written communication.
• Customer service mindset and problem-solving.
• Ability to prioritize tasks in a deadline-driven environment.

Responsibilities

• Manage inquiries, resolve service problems, document customer requests, and finalize policy adjustments.
• Process transactions for multiple lines of businesses, systems and products.
• Assist clients by phone and written correspondence including email.
• Research and interpret life and annuity policies.
• Organize print, fax and email paperwork.
• Scan documents to electronic image system.
• Other duties as necessary.

Skills

Communication skills

Interpersonal skills

Attention to detail

Teamwork

Independent work

Education

Two years of college coursework

Tools

Microsoft Office

Job description

Customer Service Representative

We are seeking a Customer Service Representative to support our Policy Administration team. A qualified candidate must be able to work both independently and as part of a team, be customer focused, detail oriented and able to work quickly and accurately in a deadline-driven environment.

This is a hybrid position.

Job Duties:

• Manage inquiries, resolve service problems, document customer requests, and finalize policy adjustments
• Processing transactions for multiple lines of businesses, systems and products
• Assist clients by phone and written correspondence including email
• Research and interpret life and annuity policies
• Organization of print, fax and email paperwork
• Scanning of documents to electronic image system
• Other duties as necessary

Job Requirements:

• Two years of college level studies or at least two years of customer service experience
• Excellent communication (verbal and written) and interpersonal skills
• Unparalleled customer service orientation
• Strong attention to detail
• Ability to work both independently and collaboratively in a growing business
• Ability to take on new tasks as needed
• Strong skills with Microsoft Office
• Detail oriented and able to prioritize tasks
• Demonstrates initiative and persistence
• Able to exercise independent judgment
• Commits to satisfying internal and external customers
• Delivers clear, effective communication and commits to understanding others

Investors Heritage is an equal opportunity employer. Investors Heritage is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Investors Heritage does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Investors Heritage makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law.