Customer Service Worksite Representative

TEKsystemsBerwyn, IL
Onsite

About The Position

We are seeking a Customer Service Worksite Representative to join our fast-paced high-energy growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working talented professionals! Often the first point of contact for customers the Worksite Representative is responsible for addressing customer service concerns inquiries and activities. The Worksite Representative is responsible for handling specific call types and completing the requests in accordance with departmental guidelines and procedures. As a Worksite Representative he/she is responsible for creating positive customer experience through professionalism amicability and knowledge of company products and systems.

Requirements

  • Previous experience as a customer service representative and prior contact center experience are preferred
  • Basic familiarity with insurance products and policy schedules.
  • Friendly and professional demeanor.
  • Excellent communication and interpersonal skills.
  • Basic computer skills and knowledge of database software.
  • Demonstrated attention to detail organizational skills and time management skills.
  • Ability to work a flexible schedule to meet the needs of the business and performance requirements.
  • Ability to remain calm in stressful situations.
  • Ability to explain detailed policy concepts in a simple way
  • Bilingual skills verbal written read in Spanish preferred
  • 3- 5 years experience of customer service.
  • High School Required, Bachelors Degree preferred
  • call center, call center environment, financial services experience preferred
  • Strong computer skills
  • Strong communication skills
  • Microsoft suite is a plus

Nice To Haves

  • Bilingual skills verbal written read in Spanish preferred
  • Bachelors Degree preferred
  • financial services experience preferred
  • Microsoft suite is a plus

Responsibilities

  • Supporting policyholders with insurance product information
  • Answering PFP calls and responding to policyholder inquires with claims service and intake related issues
  • Provide detailed information about policies statuses
  • Assist with basic technical troubleshooting for self-service related issues
  • Ability to send transfers to the PFP sales team to increase APV revenue
  • Ability to handle claim intake for PFP
  • Consistently meets or exceeds expectations for departmental standards related to quality average handle time auxiliary time after call work and other KPIs.
  • Exhibits and practices the Organizations Common Purposes and Shared Traits. Understands organizational objectives supports process improvements and provides feedback to leadership.
  • Willingness to participate in partnership training and mentoring of Junior Representatives.
  • Willingness to perform other duties as assigned.
  • Expected to be able work various shifts within 7:30 a.m. - 6:00 p.m. CDT timeframe.
  • Represents the company tenants: Personal Connection Empathy Problem-Solving and Ownership

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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