Life Policy Payments Specialist

Socket.dev; Addison (TX); On-site; USD 23,000 - 36,000; Full time

Benefits offered by this job

Competitive pay

Growth opportunities

Tuition sponsorship

Paid time off

Community service hours

Diversity & inclusion

Job summary

National Life Group seeks a Payment Center Customer Service Rep to support customers across America, ensuring positive experiences with life and annuity policies. You will resolve issues, process payments, and collaborate with teammates to achieve results, building confidence and trust in every interaction.

Responsibilities include handling inquiries, researching using mainframe and CRM tools, and guiding customers through options and self-service steps.

Qualifications

• Associates degree or higher (preferred)
• 2+ years of professional work experience interacting with customers
• Basic ability to read and interpret information
• Perform arithmetic, ratios, rates and percentages

Responsibilities

• Respond to a variety of questions from a diverse group of agents, policyholders, and customers in a high-volume inbound call environment.
• Navigate multiple technology systems (e.g. mainframe, CRM, SalesForce, Five9) to research questions and document interactions.
• Process payment-related transactions (inbound payments and disbursements) on life and annuity policies with accuracy and timeliness.
• Utilize product knowledge to guide and educate agents on applications, options, self-service, and processes.

Skills

Customer service

Payment processing

Data entry

Communication

Education

Associates degree or higher

Tools

Mainframe

CRM

Salesforce

Five9

Job description

National Life Group seeks a Payment Center Customer Service Rep to support customers across America, ensuring positive experiences with life and annuity policies. You will resolve issues, process payments, and collaborate with teammates to achieve results, building confidence and trust in every interaction.

Responsibilities include handling inquiries, researching using mainframe and CRM tools, and guiding customers through options and self-service steps.