Policyholder Support Specialist

Sammons Financial Group Companies; West Des Moines (IA); On-site; USD 35,085 - 65,785; Full time

Benefits offered by this job

Health coverage for you and family

Employee Stock Ownership Plan (ESOP)

401(k) plan

Fridays off (Friday afternoons)

Paid time off

Paid holidays

Tuition reimbursement

Professional development opportunities

Volunteer time off

Nonprofit matching gifts

Job summary

Sammons Financial Group in West Des Moines, IA, is seeking a customer service representative to handle inbound calls and support policyowners, agents, and third parties with professionalism. You will explain policy features, process changes, and coordinate with internal teams while maintaining service levels and quality standards; strong communication and multitasking skills are essential for success.

This role offers comprehensive benefits, training, and opportunities for growth; attendance and

Qualifications

• Bachelor's degree preferred.
• Previous customer service/call center experience preferred.
• Effective communication with agents and policyowners.
• Ability to maneuver through multiple information screens.
• Strong organizational and problem-solving skills.

Responsibilities

• Respond to inbound calls; support agents and policyowners professionally.
• Explain policy values, products, and rider benefits.
• Acquire product knowledge; complete required training.
• Coordinate with departments to handle requests and meet SLAs.
• Maintain quality metrics and handle times.
• Navigate multiple systems and Microsoft Office tools.
• Suggest process improvements and share feedback.

Skills

Customer service

Communication skills

Multi-screen navigation

Organizational skills

Problem solving

Team oriented

Adaptability

Education

Bachelor's degree preferred

Job description

Sammons Financial Group in West Des Moines, IA, is seeking a customer service representative to handle inbound calls and support policyowners, agents, and third parties with professionalism. You will explain policy features, process changes, and coordinate with internal teams while maintaining service levels and quality standards; strong communication and multitasking skills are essential for success.

This role offers comprehensive benefits, training, and opportunities for growth; attendance and