Customer Service Representative I

Forrest T. Jones & Company; Kansas City (MO); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Company-paid medical

401(k) with company matching

Generous paid time off

Job summary

Forrest T. Jones & Company in Kansas City, MO seeks a Customer Service Specialist to respond to inquiries from policyholders, field force and home office staff by phone, email, and in person.

You will process policy values, death benefit requests, and changes, using web-based customer software, and uphold strong knowledge of company products. This full-time role requires 3+ years in customer services and 3-5 years with financial retirement products; we offer comprehensive benefits and

Qualifications

• 3+ years of experience in customer services area.
• 3-5 years of experience with financial retirement products.
• Ability to interpret policy provisions and company procedures.

Responsibilities

• Respond to inquiries from policy holders, field force, and home office staff via telephone, correspondence, and personal contact.
• Process policy values, death benefit requests, and policy changes.
• Handle policy holder complaints/problems and communicate action steps.

Skills

Customer service

Policy interpretation

Communication

Tools

Web-based CRM

Job description

Forrest T. Jones & Company, Inc., and its affiliates(“FTJ”), provide insurance and insurance-related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets.

Position Summary

Responsible for responding to inquiries from policy holders, field force, and home office staff via telephone, correspondence, and personal contact. Address topics including policy provisions, company procedures, and requirements for processing policy changes, conversions, reinstatements, and exchanges.

Expectations

• Handles policy holder complaints/problems and ensures that problems are resolved and action steps are communicated to the policy holder.
• Processes policy values (ex. calculating amount of cash values, premium refund due, loan balance, or loan interest refund), death benefit requests, and policy changes.
• Performs other related duties as assigned or required.
• Ability to use web-based customer software.

Competencies

• Strong knowledge of company products
• Ability to interpret policy provisions
• Knowledge of administrative practices relating to company procedures

Requisites

• 3+ years of experience in customer services area preferred
• 3-5 years of experience with financial retirement products preferred

We offer comprehensive benefits to full-time employees including

• company-paid medical, STD, LTD and life insurance
• voluntary dental, vision, life/AD&D insurance, 401(k) with company matching, generous paid time off and much more

We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.

ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.