Record all member calls and email inquiries into an Excel tracking spreadsheet daily.
Understand basic life insurance contract provisions to assist with member inquiries
Research, evaluate and resolve member life insurance and enrollment questions received by email and telephone. Return all emails and phone calls received within the same day
Provide superior customer service to client's members. Answer basic inquiries; and respond to written correspondence; Communicate and coordinate with appropriate representatives to answer member questions
Provide administrative and enrollment system support for members and assist with enrollment system password resets and individual member questions and enrollments
Prepare correspondence to client's members, client's staff if necessary, and internal team at
often with little direction.
Gather and analyze incoming inquiries or information to identify and solve problems with little or no precedent.
Evaluate and communicate information in a clear and professional manner, recognizing when high sensitivity and discretion is required.
Skills / Qualifications :
Regular attendance mandatory, 8 a.m. – 5 p.m. Monday through Friday Pacific Time Zone
Needs to be able to use telephone to communicate with customers.
Verbal and written communication skills, multi-tasking, customer service skills and interpersonal skills.
Ability to work independently and manage one's time.
Ability to keep information organized and confidential.
Previous experience with customer emails, access and training to client's enrollment system will be provided.
Basic knowledge of employer sponsored group insurance, employee benefits and life insurance and related terminology preferred
Education / Experience :
Demonstrated expertise providing customer and insurance membe support, including MS Office applications, or the equivalent combination of education and experience. Experience with managing multiple tasks with different deadlines and goals.