Experienced Customer Service Representative

Experienced Customer Service Representative: $20 - $22 per hour.

This is NOT a call center!

Ask Yourself:

• Do you have life insurance, banking, financial or tax experience?
• Do you enjoy assisting people over the phone?
• Do you like learning new things?
• Do you like puzzles and using critical thinking skills to solve problems?
• Do you like reading?
• Do you like researching and investigating?
• Do you believe a job worth doing is worth doing well?

We are an A- Rated Life Insurance Company seeking a motivated Membership Service Representative who has a focus on providing an exceptional customer experience. This role is the first point of contact for all membership-related questions, requests, and concerns. This position provides opportunity to learn and grow.

To be successful, you should have strong customer service skills, professional phone etiquette, and enjoy working with people. A top-notch Membership Service Representative delivers exceptional member service experiences and resolves inquiries and complaints in a friendly and efficient manner.

Essential Functions:

• Answer agent and member questions regarding policy information.
• Document all inquiries in administrative system.
• Generate letters.
• Proofread all correspondence and system notes for grammar, spelling, punctuation, accuracy of information, etc.
• Navigate multiple administrative systems simultaneously.
• Research files.
• Complete process requests and direct to other departments.
• Set up files and correspondence to be imaged.
• Communicate effectively in oral and written form paying attention to detail.
• Various clerical duties as directed.
• May assist other units in the Operation Department as needed.

Competencies:

• Requires intermediate clerical skills: keyboarding (45 wpm), 10 key (4500 ksph), filing, copying, scanning, faxing, proofreading, researching, etc.
• Experience with Microsoft Word, Excel, PowerPoint and Outlook.
• Professional demeanor, attention to detail and the ability to juggle many tasks at once.
• Ability to communicate and exchange accurate information via telephone and in person.
• Accountable, Coachable, Team Oriented, Customer Focused.

Hours of Work
This is a full-time position. Regular office hours are Monday through Thursday, 8:00 a.m. to 5:00 p.m., Friday 8:00 a.m. to 3:00 p.m. Occasional evening and weekend work may be required as job duties demand. This position requires face to face and in-person interaction and requires the incumbent to be in the office during regular office hours to access information kept on-site.

Travel
No travel is required for this position.

Required Education and Experience

• High School Diploma
• Minimum two years customer service experience
• Minimum one year of experience within the life insurance/financial industry

Preferred Education and Experience

• Bilingual; Fluent in English and Spanish
• Some College or Insurance Certification or License
• Experience within the insurance/financial industry
• Minimum five years customer service experience
• LOMA Level 1 Certification (281 & 291), required as part of initial training plan

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Catholic Life Insurance provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Catholic Life Insurance is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to rkimes@cliu.com or call 800-828-9921 ext. 1530.

Job Type: Full-time

Pay: $20.00 - $22.00 per hour

Expected hours: 38.5 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• On-the-job training
• Paid time off
• Professional development assistance
• Referral program
• Vision insurance

Shift:

• 8 hour shift
• Morning shift
• No nights

Application Question(s):

• Our recruiter personally reviews every application and resume, no AI involved.

This is your opportunity to catch my attention! Are you ready to answer a few questions to help us get to know you better?

• Will you now, or at any point in the future, require employment visa sponsorship?
• Are you currently located in San Antonio, Texas and able to work in office?
• How many years of related experience do you have? Please describe in detail:
• Do you have any relevant Licenses or Certifications you'd like us to consider?
• What appealed to you about this position or our company?
• Are you willing to take a drug test and undergo a background check, in accordance with local law/regulations? (Required)

Education:

• High school or equivalent (Required)

Work Location: In person