Member Services Representative Trainee

Armed Forces Benefits Assoc.•Staunton, VA
•Hybrid

About The Position

The Member Services Representative Trainee supports members by promptly and accurately responding to insurance inquiries and completing appropriate actions. The role provides service to customers, colleagues, and market partners while protecting member information and following applicable processes, procedures, and compliance requirements. This position is in Staunton, Virginia, and the company describes its work environment as flexible hybrid.

Requirements

  • High school diploma, GED, or equivalent.
  • Ability to quickly learn and effectively apply knowledge of relevant systems, databases, and technology.
  • Strict adherence to privacy laws and company guidelines, with a focus on safeguarding client information.
  • Ability to multitask while providing professional and efficient customer service.
  • Active listening, clear communication, attention to detail, and a proactive service orientation.
  • Strong time management skills.
  • Personal accountability and willingness to take ownership of successes and mistakes.
  • Commitment to helping drive the organization toward its goals.

Nice To Haves

  • Customer service experience.
  • Working understanding of life insurance products and industry policies, or willingness to develop this expertise.
  • Understanding of military, including National Guard, and first responder culture, or ability to learn.

Responsibilities

  • Scan and upload member update forms.
  • Document member updates.
  • Participate in team communications.
  • Ensure the security of member information by following processes, procedures, and compliance requirements.
  • Take phone calls and escalate them when appropriate.
  • Handle member requests within guidelines and document all actions taken.
  • Respond to the shared email box.
  • Review and process member updates.
  • Scan and upload new business applications.
  • Monitor and take action on PO Box correspondence.

Benefits

  • Health insurance, including medical, dental, and vision.
  • Flexible spending accounts for medical and dependent care.
  • 401(k) plan with employer match.
  • Paid time off.
  • 12 paid holidays.
  • Life insurance.
  • Short- and long-term disability insurance.
  • Employee assistance program.
  • Professional development and tuition reimbursement.
  • Career growth opportunities.
  • On-site gym and locker rooms at the Alexandria, Virginia office only.
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