Client Services Representative I

United Heritage Insurance • Meridian, ID

12d • $22 • Onsite

About The Position

United Heritage Insurance exists to help people achieve financial security and peace of mind through quality insurance products. We accomplish this by being a caring and trusted partner who delivers outstanding customer service.
This position is the liaison between United Heritage and its current and potential customers/agents. The Client Service Representative will be able to accept ownership for effectively solving customer/agent issues, complaints, and inquiries; keeping customer satisfaction at the core of every decision and behavior. This position is an entry-level Client Service position responsible for providing administrative support on existing individual life and universal life insurance policies. A more senior staff member will monitor the functions performed in this role.

In a nutshell, if you like the idea of answering 30+ calls per day (more like an account manager than a call center attendant), and handling transactions requiring detailed steps and the opportunity to collaborate with multiple departments, this may be the role for you!

Requirements

• High School Diploma or equivalent (GED). Will require some job-related coursework
• Experience with customer service work: dealing with communication ranging from calm and understanding to escalated, angry, or frustrated callers
• Digital proficiency with the ability to learn company-specific software
• Excellent verbal and written communication skills
• Time management skills, including the ability to prioritize responsibilities
• Quick learner
• Ability to manage fast-paced telephone calls and communication
• Good-natured and not easily upset; have a cooperative attitude and are pleasant with others on the job
• Expressive of United Heritage Core Beliefs: “We Care, Relationships Matter, Do the Right Thing, Own It, Believe it’s Possible”

Nice To Haves

• Clerical/office environment experience preferred
• Experience working with life insurance and annuities preferred
• Ability to speak Spanish preferred

Responsibilities

• Manage large amounts of inbound and outbound calls in a timely manner
• Identify customers’ needs, clarify information, research issues, and provide solutions and/or alternatives
• Keep detailed summaries of all communication with customers/agents
• Processing incoming mail, returned mail, faxes, and emails within the organization's standard for turnaround time.
• Process and update policy changes/modifications received by telephone, mail, or electronically from customers/agents.
• Write professional business correspondence to customers/agents
• Develop knowledge of current and past products, features, and benefits
• Meet personal/team qualitative and quantitative targets
• Other duties as assigned

Benefits

• Our company offers professional development, mentorship, and opportunities to give back to the communities we serve.
• Our competitive compensation and benefit package includes a 401(k) plan with company match and immediate vesting, profit sharing, company-paid disability, paid parental leave, a paid volunteer day, 11.5 paid holidays plus an additional floating holiday, and a generous PTO/vacation plan based on length of service with the company.
• Our standard full-time work week is 37.25 hours/week – we close at 3:00 on Fridays to kick off the weekend!
• This position is eligible for healthcare, dental, and vision benefits on day one and a new hire mentor program to support a successful onboarding experience!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED