Associate, Policyholder Services

SUMMARY:

Policyholder Relations, answer customer service phone calls and provide processing of customer service transactions.

RESPONSIBILITIES:

1. Provide customer service in a call center environment.

2. Accurately answer policyholder questions about policies and riders.

3. Accurately process financial and non-financial transactions.

4. Explain to BLI correspondence policyholders.

5. Navigate the insurance administration and document workflow systems from policy issue to death claim or cancellation.

EDUCATION and EXPERIENCE:

• High school diploma or GED required. (Related college courses can be considered to meet experience requirements.)
• Minimum of one-year customer call center experience

SKILLS AND KNOWLEDGE:

• Life insurance industry preferred.
• Basic knowledge of Microsoft Office suite.
• Excellent telephone and written communication skills