Life Claim Intake Representative

Jobtailor; Milwaukee (WI); On-site; USD 34,000 - 52,000; Full time

Job summary

Jobtailor in Milwaukee, WI is seeking a Customer Service Associate to provide issue resolution for external customers, agency-based staff, and home office teams. You will own calls, resolve inquiries from Financial Reps and clients, and educate them on self-service options.

You will build trusted relationships, maintain high service levels, and drive productivity while adapting in a fast-paced environment. A associate degree and strong communication skills are required, with a willingness to

Qualifications

• Associate degree in business or related field or equivalent combination of education and experience
• Previous customer service experience preferred
• Equally strong written and verbal communication skills
• Non-Registered fingerprinted will be required
• Ability to multi-task, prioritize and manage time effectively
• Willingness to embrace change in a fast paced work environment
• Desire to resolve complex problems
• A strong desire to continuously learn and improve
• Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages

Responsibilities

• Provide problem resolution for external customers, as well as agency-based and home office employees
• Successfully resolves questions and inquiries from Financial Reps and clients
• Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
• Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients
• Educates clients and Financial Representatives on our client website and self-service capabilities
• Fosters a professional relationship with our clients to enhance brand loyalty
• Achieves productivity standards and goals while maintaining the highest level of customer service

Skills

customer service

problem resolution

keyboard skills

software proficiency

communication skills

multi-tasking

time management

adaptability

problem-solving

continuous learning

relationship building

Education

Associate degree

Job description

Responsibilities

• Provide problem resolution for external customers, as well as agency-based and home office employees
• Successfully resolves questions and inquiries from Financial Reps and clients
• Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
• Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients
• Educates clients and Financial Representatives on our client website and self-service capabilities
• Fosters a professional relationship with our clients to enhance brand loyalty
• Achieves productivity standards and goals while maintaining the highest level of customer service

Requirements

• Associate degree in business or related field or equivalent combination of education and experience
• Previous customer service experience preferred
• Equally strong written and verbal communication skills
• Non-Registered fingerprinted will be required
• Ability to multi-task, prioritize and manage time effectively
• Willingness to embrace change in a fast paced work environment
• Desire to resolve complex problems
• A strong desire to continuously learn and improve
• Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages

Hard Skills

• customer service
• problem resolution
• keyboard skills
• software proficiency

Soft Skills

• communication skills
• multi-tasking
• time management
• adaptability
• problem-solving
• continuous learning
• relationship building

Certifications & Qualifications

• Associate degree
• Non-Registered fingerprinted