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Life Insurance Operations Customer Service Representative

Job Overview

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Employment Type

Full-time
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Work Schedule

Standard Hours
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Benefits

Paid training

Job Description

LifeShield and its subsidiary, Individual Assurance Company (IAC), are among the nation's most dynamic and rapidly growing insurance carriers. LifeShield specializes in providing life insurance and supplemental accident and health insurance products tailored for individuals, families, businesses, and associations. With a strong commitment to innovation and client satisfaction, LifeShield has established itself as a trusted provider in the insurance industry. Individual Assurance Company focuses specifically on Medicare Supplement insurance and group life policy administration, ensuring comprehensive coverage options for their customers. Together, these companies embody a customer-centric approach that balances growth with service excellence.

Individual Assurance Company is currently seek... Show More

Job Requirements

  • Minimum 1 year customer service experience required
  • 1-3 years of office related experience, as well as previous customer service experience is preferred

Job Qualifications

  • Basic computer skills to include maneuvering within multiple software programs and screens at one time
  • Basic computer knowledge including MS Office and data entry skills
  • Strong problem solving and time management skills with the ability to make independent decisions
  • Effectively prioritize and execute tasks to meet performance standards
  • Demonstrate a strong attention to detail
  • Easily adapt to frequent change and process new information quickly

Job Duties

  • Assisting customers and agents in the handling of individual and group life insurance inquiries via the phone or email
  • Issuing and posting premium receipts and invoices and updating accounts with payment issues
  • Processing changes to policies with accuracy
  • Multi-tasking, including talking to customers while simultaneously navigating the computer system
  • Manage and identify inconsistencies in payment dates and ensure all clients remain informed on outstanding debts and deadlines
  • Processing, maintaining, and following up on documents received through document management system
  • Providing solutions to any relative problems of internal and external clients and escalating more complex or persistent issues to management as needed

Job Qualifications

Experience

Mid Level (3-7 years)


Job Location

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