Life Policy Payments Specialist

National Life Group; Montpelier (VT); On-site; USD 23,000 - 36,000; Full time

Benefits offered by this job

Competitive pay and benefits

Growth opportunities

Tuition sponsorship

Paid time off

Community service hours

Inclusive culture

Job summary

National Life Group is seeking a Payment Center Customer Service Rep to train and assist customers across America with life and annuity policies. You will provide information, resolve issues, and work with a team to achieve results, aiming for first-call resolutions.

The role requires handling inbound calls, researching questions in CRM/Mainframe, and processing payments while delivering accurate, courteous service.

Qualifications

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

Responsibilities

• Identify, understand, and interprets customer needs in a high-volume inbound call environment, delivering quality service with urgency and care.
• Navigate multiple systems (mainframe, CRM, Salesforce, Five9) to research questions, annotate policy details, and submit work items.
• Process payment-related transactions for life and annuity policies with accuracy and timeliness.
• Leverage product knowledge to guide and educate agents on options and self-service tools.

Skills

Customer interaction

Reading & interpretation

Arithmetic basics

Education

Associates degree or higher

Job description

National Life Group is seeking a Payment Center Customer Service Rep to train and assist customers across America with life and annuity policies. You will provide information, resolve issues, and work with a team to achieve results, aiming for first-call resolutions.

The role requires handling inbound calls, researching questions in CRM/Mainframe, and processing payments while delivering accurate, courteous service.