Part-Time Customer Service Associate (Northern Kentucky University Student Only)

Western & Southern Financial Group • Highland Heights, KY

79d

About The Position

The Customer Service Associate position is a part-time position that rotates job duties based on business needs that are largely driven by volume increases (seasonal and predicted) and demand. The individual in this position will key and process data in administrative systems and will conduct outbound telephone calls to insurance applicants to collect data requested by the underwriter. The individual may also take inbound calls or make outbound calls from/to our customers.

Requirements

• High school diploma or GED; actively enrolled at NKU.
• Ability to consistently work scheduled shifts of 15-20 hours per week.
• Demonstrated flexibility and ability to easily shift from one business function to another as required.
• Excellent verbal communication skills.
• Keyboarding skills with attention to detail and high accuracy.
• Ability to follow documented procedures and execute transactions according to steps identified with low need for assistance.
• Ability to identify when documented procedures fail or produce unexpected results and escalate to supervisor accordingly.

Responsibilities

• Keying data into administrative systems and other peripheral systems, following prescribed steps with some degree of variation but typically accomplished by following written procedures.
• Processing new business applications.
• Responsible for following business process rules and state specific rules that are documented.
• Identifies when application is not-in-good-order and takes appropriate steps to remediate.
• Authorizes issuance of in-good-order applications, including application of premium and determination of contract effective date.
• Preparing illustrations associated with approved life insurance applications.
• Preparing illustration using data entry points that match the approved application.
• Completing business processes to support licensing and appointment of producers including data entry, quality checks, training checks and license verification.
• Keying service transactions into administrative systems or peripheral systems.
• Answering telephone calls from current customers and agents regarding policy status information and instructions to initiate a change or transaction.
• Making outbound calls to insurance applicants and following script to ask questions and record responses verbatim.
• Making outbound calls to existing customers for non-sales purposes.
• Indexing documents in imaging workflow system to accurately identify the document type.
• Performs other duties as assigned.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: High school or GED
• Number of Employees: 251-500 employees