Life Insurance Operations & Premium Support Specialist

MidFirst Bank - Default; Oklahoma City (OK); On-site; USD 38,000 - 46,000; Full time

Job summary

LifeShield National Insurance Co. is seeking a Life Operations Customer Service Representative to review, balance, and post group premiums and assist customers and agents with Life Insurance inquiries via phone or email.

The role requires accuracy in processing changes to policies and posting receipts, while maintaining service standards in a fast-paced environment. The position supports cross-training and ongoing training, with on-site work in Oklahoma City.

Qualifications

• Minimum 1 year customer service experience required.
• 1-3 years of office related experience as well as previous customer service experience is preferred.

Responsibilities

• Assisting customers and agents in the handling of individual and Group Life Insurance inquiries via the phone or email.
• Issuing and posting premium receipts and invoices and updating accounts with payment issues.
• Processing changes to policies with accuracy.
• Multi-tasking, including talking to customers while simultaneously navigating the computer system.
• Manage and identify inconsistencies in payment dates and ensure all clients remain informed on outstanding debts and deadlines.
• Processing, maintaining, and following up on documents received through document management system.
• Providing solutions to any relative problems of internal and external clients and escalating more complex or persistent issues to management as needed.
• Maintaining performance standards.
• Efficiently managing all other job duties as assigned.
• Following established policies and procedures.
• Demonstrate a sense of ownership for all work with the goal of positively driving business results.
• Attend paid training and continue to build personal skill sets by participating in internal and external training.
• Participates in cross-training to act as a backup for other Life Operations areas as necessary.

Skills

Customer service

Time management

Problem solving

Attention to detail

Tools

MS Office

Job description

LifeShield National Insurance Co. is seeking a Life Operations Customer Service Representative to review, balance, and post group premiums and assist customers and agents with Life Insurance inquiries via phone or email.

The role requires accuracy in processing changes to policies and posting receipts, while maintaining service standards in a fast-paced environment. The position supports cross-training and ongoing training, with on-site work in Oklahoma City.