Customer Service Representative

Homesteaders Life Company; West Des Moines (IA); Híbrido; USD 40.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work environment

401(k) with company match

Company-paid life insurance

Medical and dental insurance

Paid holidays and vacation

Tuition reimbursement

Descripción de la vacante

Homesteaders Life Company is seeking a Customer Service Representative to provide high-volume, customer-focused service to funeral homes, preneed counselors, agents, and policy owners. You will collaborate with a team to support families we serve.

You will handle inquiries on accounting, claims, new business, enrollment, and policy changes, assist agents with online services, and help ensure regulatory compliance and accurate underwriting. Hybrid work environment offered.

Formación

• High school diploma required; an associate degree is preferred.
• 3–5+ years of customer service experience in financial services, preferably life insurance.
• Proficiency with Microsoft Outlook and Word.
• Experience with LifePro office administration system preferred.

Responsabilidades

• Provide high volume, customer-oriented service to funeral homes and policy owners.
• Resolve accounting, claims, and new business issues for paper and online methods.
• Respond to telephone and written inquiries with information and services.
• Assist with enrollment, reporting, administration, and system navigation online.
• Help agents and funeral homes with online services and compliance.
• Address commission questions and ensure regulatory compliance.
• Perform system testing to ensure file integrity and underwriting limits.

Conocimientos

Customer service

Phone support

Communication

Microsoft Office

Financial services experience

Educación

High school diploma or equivalent

Associate degree preferred

Herramientas

LifePro

Descripción del empleo

Description

As a Customer Service Representative, you will provide a wide variety of services to funeral homes, home preneed counselors, agents, marketing organizations, account executives, and policy owners. You’ll work with a team and collaborate with colleagues to help our customers and the families we serve together.

Your responsibilities will include:

• Provides highly responsive, time-sensitive, high volume, customer-oriented service designed to enhance Company relationships across internal and external individuals.
• Resolve issues related to accounting, claims, and new business for paper and online methods.
• Receives and responds to telephone and written correspondence inquires, provides information and services related to correspondences.
• Provides information and services related to new business, claims, policy information and policy changes. etc.
• Assist agents and funeral homes with on-line services including enrollment, reporting, administration, system navigation.
• Work with agents and customers to resolves issues to ensure compliance with state regulatory requirements and company standards.
• Assist with commission and compensation questions from customers.
• Conduct system testing to help ensure integrity of files and proper underwriting are within limits.

Requirements

• Equivalent to high school degree required. Completion of a two-year associate degree program in a job-related field is preferred.
• 3-5+ years of customer service experience in a financial services organization, preferably life insurance, involving extensive in-bound and out-bound phone work is a plus.
• Demonstrated proficiency in Microsoft office products: Outlook and Word.
• Experience on a LifePro office administration system preferred.

Pay and Benefits Summary

• An excellent schedule – office closes at 1 p.m. every Friday
• Annual profit sharing
• 401(k) with company match with discretionary contribution
• Company-sponsored group medical and dental insurance
• Company-paid life insurance
• Company-paid long-term disability
• Hybrid work environment
• Paid holidays
• Generous vacation time and sick leave
• Paid parental leave
• Casual dress year-round
• Professional membership and licensing dues reimbursement
• Tuition reimbursement
• Volunteer Time Off (VTO)
• Matching gift program

About Homesteaders

Homesteaders Life Company, a mutual company owned by its policy holders, is a national leader providing products and services to help people design a better farewell. Founded in 1906, Homesteaders is known for secure preneed funding and innovative solutions that help funeral and end-of-life professionals and consumers connect with each other.

We are currently hiring in AL, FL, GA, IA, IN, KS, LA, MI, MS, MT, NC, NE, OH, OK, PA, SC, TN, TX, UT, VA, WI, WV

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.