Customer Service Representative I
About The Position
Forrest T. Jones & Company, Inc., and its affiliates (“FTJ”), provide insurance and insurance related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets. Position Summary Responsible for responding to inquiries from policy holders, field force, and home office staff via telephone, correspondence, and personal contact. Address topics including policy provisions, company procedures, and requirements for processing policy changes, conversions, reinstatements, and exchanges.
Requirements
- 3+ years experience in customer service area preferred
- 3-5 years experience with Financial Retirement Products preferred
- Strong knowledge of company products
- Ability to interpret policy provisions
- Knowledge of administrative practices relating to company procedures
Responsibilities
- Handles policy holder complaints/problems and ensures that problems are resolved and action steps are communicated to the policyholder.
- Processes policy values (ex. Calculating amount of cash values, premium refund due, loan balance, or loan interest refund), death benefit requests, and policy changes
- Performs other related duties as assigned or required.
- Ability to use web-based customer software
Benefits
- company-paid medical, STD, LTD and life insurance
- voluntary dental, vision, life/AD&D insurance
- 401(k) with company matching
- generous paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
