Customer Service Support for an Independent Firm in US (Home Based Full Time)
Virtual Coworker•Henderson, NV
•Remote
About The Position
This is a full-time, home-based position providing customer service support for an independent firm in the US. The role involves serving as the primary point of contact for customers regarding life insurance policies, processing various policy servicing requests, and ensuring compliance with regulations.
Requirements
- Experience in customer service, preferably in the insurance industry.
- Familiarity with life insurance policies, coverage, premiums, and billing.
- Proficiency in processing policy servicing requests.
- Ability to explain complex policy provisions and benefits clearly.
- Experience with CRM and policy administration systems.
- Strong documentation and follow-up skills.
- Knowledge of HIPAA (where applicable), state insurance regulations, and privacy laws.
- Ability to meet service level agreements (SLAs), quality assurance standards, and customer satisfaction targets.
Nice To Haves
- Experience coordinating with underwriting, claims, new business, and billing teams.
Responsibilities
- Serve as the primary point of contact for customers via phone, email, and live chat.
- Assist customers with inquiries regarding life insurance policies, coverage, premiums, policy status, and billing.
- Process policy servicing requests, including beneficiary changes, contact information updates, policy reinstatement, ownership transfers, payment method updates, and coverage changes where applicable.
- Guide policyholders and beneficiaries through the life insurance claims process.
- Clearly explain policy provisions, exclusions, riders, and policy benefits.
- Coordinate with underwriting, claims, new business, and billing teams to resolve customer inquiries.
- Review customer documentation for completeness and accuracy.
- Accurately document all customer interactions in the CRM and policy administration system.
- Follow up on outstanding requests to ensure timely resolution.
- Escalate complex issues to the appropriate department when necessary.
- Maintain compliance with HIPAA (where applicable), state insurance regulations, privacy laws, and company policies.
- Meet service level agreements (SLAs), quality assurance standards, and customer satisfaction targets.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
