Policyholder & Enrollment Specialist

Citizens, Inc.

3d•Remote

About The Position

Committed to providing life insurance solutions since 1969 in the United States and globally since 1975, Citizens, Inc. is a publicly traded company (NYSE: CIA) that has maintained a listing on the New York Stock Exchange since 2002. Operating through our insurance subsidiaries, we strategically offer traditional insurance products in niche markets to capitalize on competitive advantages. With a dedicated team of employees located in Austin, Louisiana and a global network of agents, our reach extends to Latin America, Central America, and Asia. We are seeking a highly motivated Policyholder & Enrollment Specialist. The position will be responsible for assisting new customers through the enrollment process. Customer service skills are crucial to being successful in this position. This position requires a friendly, engaging demeanor and impeccable phone manners. The ideal candidate for this position is a great communicator with the ability to build/nurture relationships virtually.

Requirements

High school diploma/GED required.
Bilingual in English/Spanish
Must have WIFI or ideally, the ability to be plugged in.
Strong organizational and time management skills.
Strong communication, interpersonal, and internet skills.
High level of accuracy and attention to detail.
Ability to multitask and prioritize.
Capable of understanding and following instructions in different formats.
Adaptable to following instructions given verbally or in writing.
Computer literacy; proficiency in Microsoft Word, Excel, Outlook, and some data entry experience
Strong numerical ability for accurate calculations.

Nice To Haves

Experience in enrollment-based work environment.

Responsibilities

Handles questions, issues and provides detailed information on requirements and processes.
Provides guidance to applicants and prospective candidates.
Corresponds with applicants and prospective candidates.
Handle incoming phone calls, emails, and other correspondence.
Provides clerical assistance, communicates, and processes various requests by telephone, letter, fax, and e-mail.
Promotes customer retention using service recovery strategies; provides dissatisfied customers with explanations of policy benefits, provisions, and settlement options to improve customer retention and increase customer loyalty.
Ensures that applications are completed correctly and that the required supporting materials have been provided.
Processes enrollments.
Schedules meetings with applicants.
Enters, updates, and reviews data and records.
Manages and maintains database entries.
Research and updates customer information in system.
Prepares and organizes file documentation.
Processes policy options, policy changes, beneficiary, ownership, deceased ownership address changes, etc.
Processes various requests from policy owners, associates, and other departments.
Research accounting history.
Assists with billing and payment processing.
Prepares and submits reports as directed by supervisor.
Performs other job-related duties and projects as needed.
Performs other related duties as required and assigned by Senior Manager and PHS supervisor.

Benefits

Opportunity to make a meaningful difference in the lives of our customers, communities, and one another.
Fostering a culture of camaraderie, where your ideas are valued, and collaborative efforts drive innovation.
Commitment to rewarding work extends beyond professional growth to recognize your individual contributions and achievements.
Medical insurance
Dental insurance
Vision insurance
Short-term disability
Long-term disability
AD&D
Group term life insurance
Matching 401k
Virtual Visits
Employee Assistance Program
Generous Paid Time Off
Paid holidays