Insurance Policy Support Specialist

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 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