CELIC Policy Services Representative
About The Position
The CELIC Policy Services Representative supports the Life Customer Service Team by providing prompt, professional service to agents and policyholders. The role answers questions and addresses concerns by providing account or policy information, resolving problems or errors, processing policy changes and payments, and maintaining reports and workflow tasks. The representative handles incoming calls, issues new business, reviews policy applications for completeness and accuracy, processes policy changes and endorsements, provides quotes, and answers questions about life and preneed products. The role follows up with field representatives or agents for missing information and provides timely, accurate troubleshooting assistance. Additional duties include issuing policies, recording and depositing money, mailing policy copies to policyholders and agents, keeping policy files up to date, and testing automated-system changes related to job functions. The company offers a full benefits package including medical, dental, vision, and 401(k).
Requirements
- High school education required.
- Prior customer service experience required; insurance-field experience is preferred.
- Strong communication and customer service skills.
- Data-entry and keyboard skills.
- Good judgment and a friendly, helpful attitude.
Nice To Haves
- Prior customer service experience in the insurance field.
- Good math aptitude.
Responsibilities
- Provide customer service by handling incoming calls from agents and policyholders.
- Provide account or policy information and resolve customer questions, problems, or errors.
- Issue new business and review policy applications for complete and accurate information.
- Process policy changes, endorsements, and payments.
- Provide quotes upon request and answer questions about life and preneed products.
- Contact field representatives or agents to obtain missing information.
- Troubleshoot and assist agents and policyholders promptly and accurately.
- Maintain workflow within the unit, including reports and other tasks.
- Issue policies and record and deposit money promptly and accurately.
- Mail appropriate policy copies to policyholders, agents, or both.
- Keep policy files up to date.
- Test automated-system changes related to job functions.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Education Level
High school or GED
