Customer Service Representative - 1142

Security Mutual Life Insurance; New York (NY); Hybrid; USD 26,000 - 29,000; Full time

Job summary

Security Mutual Life Insurance is seeking a Customer Service Representative to handle inbound calls in a fast-paced environment, build relationships with clients and agents, and process payments and complex service requests. The role offers primarily remote work with periodic time in the designated offices (Binghamton, NY or Houston, TX).

Requires at least 3 years in customer service, 1 year accounting experience preferred, familiarity with Word/Excel, and strong communication.

Qualifications

• Minimum of 3 years of experience in Customer Service.
• Minimum of 1 year of accounting experience preferred.
• Experience in an insurance industry or call center environment.
• Fluency in Spanish a plus.
• Basic knowledge of Microsoft Word and Excel.
• Excellent written and verbal communication skills.
• Excellent data entry skills.
• Ability to perform work accurately and thoroughly.
• Ability to pay close attention to detail.
• Ability to prioritize and organize a heavy workload.
• Ability to work a flexible schedule with occasional overtime.

Responsibilities

• Answer incoming calls in a fast-paced call center environment and build relationships with clients and agents.
• Process payments and complex service requests, including billing changes and premium histories.
• Handle manual premium payments and other service requests by check or phone.
• Process loan by phone requests and website inquiries.
• Complete insurance verifications and policy summary requests.
• Follow up to obtain missing items and funds to bring policies up to date.
• Keep records of customer interactions and transactions.

Skills

Customer service

Data entry

Verbal communication

Written communication

Attention to detail

Microsoft Word

Excel

Bilingual Spanish (a plus)

Education

Associate's degree in business or related field

Tools

Microsoft Word

Excel

Job description

Job Description

Job Description

As a Customer Service Representative, you will answer incoming calls in a fast-paced call center environment. You will also build relationships with clients and agents and process payments and complex service requests.

This position will have the opportunity to work primarily remote with periodic time required in their assigned Company office location (Binghamton, NY or Houston, TX). If you reside in the Greater Houston or Greater Binghamton area, this may be an opportunity for you!

Description of Duties & Responsibilities:

• Support resolution of incoming calls by answering questions, performing research and initiating additional processes as necessary.
• Process billing requests, which could include billing account number changes, payment type changes (mode changes), refund requests, premium payment histories, value quotes, form requests, policy reprojection requests, taxable gain calculations, policy conservation, mailing Electronic Funds Transfer forms, etc.
• Process manual premium payments and other service requests from calls by check or phone via a checking or savings account.
• Process loan by phone requests.
• SML website inquires. Handle inquired forwarded by Corporate Communications that were made on our public website.
• Complete insurance verifications and policy summary requests.
• Complete follow-up calls to request missing items and funds needed to bring policies up to date.
• Keep records of customer interactions and transactions.

Description of Duties & Responsibilities:

• Minimum of 3 years of experience in Customer Service.
• Minimum of 1 year of accounting experience preferred.
• Experience in an insurance industry or call center environment.
• Fluency in Spanish a plus.
• Basic knowledge of Microsoft Word and Excel.
• Excellent written and verbal communication skills.
• Excellent data entry skills.
• Ability to perform work accurately and thoroughly.
• Ability to pay close attention to detail.
• Ability to prioritize and organize a heavy workload.
• Ability to work a flexible schedule with occasional overtime.

Education Required: Associate’s degree in business or related field.

Pay Range: $19.02 to $21.03 hourly

The starting pay rate for this role is based on a variety of relevant factors, including location, education, experience, and skills.

The level for this position will be determined based on factors including relevant skills, experience and other qualifications.

Visa sponsorship is not available for this position

Relocation assistance is not available for this position

Security Mutual is an Equal Opportunity Employer

Federal & State Labor Law Posters