Customer Service Representative - 1145

Security Mutual Life; United States; Hybrid; USD 26,000 - 29,000; Full time

Job summary

Security Mutual Life is seeking a Customer Service Representative to handle inbound calls, process payments, and manage policy-related requests in a primarily remote role with periodic office time in Binghamton, NY or Houston, TX.

Ideal candidates have 3+ years in customer service, 1 year of accounting experience, and solid MS Word/Excel skills. Spanish fluency is a plus; strong communication and data entry accuracy are essential.

Qualifications

• Minimum of 3 years in Customer Service.
• Minimum of 1 year accounting experience preferred.
• Insurance industry or call center experience.
• Spanish fluency a plus.
• Strong written and verbal communication; data entry accuracy.

Responsibilities

• Answer inbound calls and resolve inquiries in a fast-paced center.
• Process billing changes, payments, refunds, and policy actions.
• Handle manual premium payments and loan-by-phone requests.
• Investigate website inquiries and complete policy verifications.
• Maintain records of customer interactions and transactions.
• Follow up for missing items to update policies.

Skills

Customer service experience

Accounting experience

Spanish language

Communication skills

Data entry

Attention to detail

Education

Associate's degree in business or related field

Tools

Microsoft Word

Microsoft Excel

Job description

Remote

Salary Range: $19.02 To $21.03 Hourly

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.

Requirements

• 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

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

Pay Range

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.