Customer Service Representative l - 401K & L&A

Sentry Insurance AgencyStevens Point, WI
Hybrid

About The Position

This role provides quality customer service to participants and policy owners in the 401K area. The position is based at the Stevens Point, WI Office, following a hybrid work model. Sentry is recognized on Forbes’ list of America’s Best Midsize Employers, with a history dating back to 1904. It is one of the largest and financially strongest mutual insurance companies in the United States, rated A+ by A.M. Best. Headquartered in Stevens Point, Wisconsin, with offices nationwide, Sentry offers a rewarding and challenging work environment with opportunities for professional development and growth. Sentry is an Equal Opportunity Employer, committed to non-discrimination based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation. The company values its associates, fostering relationships, and providing resources for career path ownership, goal setting, and professional development, emphasizing a balance between work and life.

Requirements

  • Associates degree or related work experience.
  • Good human relations skills to deal effectively with customer issues in a professional manner.
  • Ability to communicate effectively and accurately verbally and in writing.
  • Knowledge of how to use a computer, keyboard skills, and familiarity with software applications such as Excel and Word.
  • Ability to navigate through various technology software to research and accurately resolve service situations is critical to the success of this position.
  • Ability to meet or exceed attendance requirements, providing reliable and predictable attendance.

Responsibilities

  • Ensure a quality customer experience for our participants and policy owners by reducing friction points and ensuring an effortless process.
  • Listen to and assesses customer needs to take appropriate action to fulfill their requests.
  • Be a key point of contact for customers, builds positive relationships and creates customer confidence, loyalty, and retention by resolving requests using knowledge, empathy, and sound judgment.
  • Provides timely customer service meeting or exceeding specified service standards.
  • Receives telephone calls for assigned line of business and provides upfront assistance to our participants and policy owners in need of service. These needs may include locating, providing, or obtaining information or documentation, answering questions, routing, or transferring calls as appropriate, entering data, or creating or processing tasks to service participants and or policy owners.
  • Navigate multiple systems and technologies to provide and gather information, document actions taken, and accurately resolve service situations in support of participants and or policy owners.
  • Record and file provided information from each request in the appropriate system application.

Benefits

  • Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you’ll work in office.
  • As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office.
  • Meal Subsidy available for associates who report to an office.
  • 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
  • Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program.
  • Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off.
  • Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.
  • Well-being and Employee Assistance programs.
  • Sentry Foundation gift matching program to encourage charitable giving.
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