Client Services Representative I

United Heritage Insurance•Meridian, ID

11d•Hybrid

About The Position

United Heritage Insurance exists to help people achieve financial security and peace of mind through quality insurance products. We accomplish this by being a caring and trusted partner who delivers outstanding customer service. This position is the liaison between United Heritage and its current and potential customers/agents. The Client Service Representative will be able to accept ownership for effectively solving customer/agent issues, complaints, and inquiries; keeping customer satisfaction at the core of every decision and behavior. This position is an entry-level Client Service position responsible for providing administrative support on existing individual life and universal life insurance policies. A more senior staff member will monitor the functions performed in this role. In a nutshell, if you like the idea of answering 30+ calls per day (more like an account manager than a call center attendant), and handling transactions requiring detailed steps and the opportunity to collaborate with multiple departments, this may be the role for you!

Requirements

High School Diploma or equivalent (GED). Will require some job-related coursework
Experience with customer service work: dealing with communication ranging from calm and understanding to escalated, angry, or frustrated callers
Digital proficiency with the ability to learn company-specific software
Excellent verbal and written communication skills
Time management skills, including the ability to prioritize responsibilities
Quick learner
Ability to manage fast-paced telephone calls and communication
Good-natured and not easily upset; have a cooperative attitude and are pleasant with others on the job
Expressive of United Heritage Core Beliefs: “We Care, Relationships Matter, Do the Right Thing, Own It, Believe it’s Possible”

Nice To Haves

Clerical/office environment experience preferred
Experience working with life insurance and annuities preferred
Ability to speak Spanish preferred

Responsibilities

Manage large amounts of inbound and outbound calls in a timely manner
Identify customers’ needs, clarify information, research issues, and provide solutions and/or alternatives
Keep detailed summaries of all communication with customers/agents
Processing incoming mail, returned mail, faxes, and emails within the organization's standard for turnaround time.
Process and update policy changes/modifications received by telephone, mail, or electronically from customers/agents.
Write professional business correspondence to customers/agents
Develop knowledge of current and past products, features, and benefits
Meet personal/team qualitative and quantitative targets
Other duties as assigned