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Life Customer Service Representative (POS) in Tampa, Florida For Sale

Type: Other Jobs, For Sale - Private.

JOB SUMMARY: Provide prompt, courteous customer service, which meets or exceeds service standards. Utilize applicable policy forms, insurance law and internal procedures to answer inquiries and process requests from customers. Thoroughly document telephone calls, changes and written correspondence.
Life Insurance Experience needed - Customer Service experience required - Word/Excel/Typing Required
ESSENTIAL DUTIES & RESPONSIBILITIES (Other duties as assigned.):
Life Insurance experience preferred in whole life, universal and term Insurance.
Answer incoming calls in accordance with quality standards (call volumes vary from 10-100 daily).
Place outgoing calls to provide or obtain information.
Document all calls while in progress. On-line call documentation program should be used, when available.
Transfer or refer misdirected calls to the appropriate department or offices outside the company, using approved transfer and referral techniques.
Understand and utilize all resources available to accomplish assigned tasks.
Prepare incoming mail, faxes, and prior day's telephone documentation for processing.
Process customer requests using internal and client-mandated procedures.
Accurately perform the appropriate policy master file maintenance for the task at hand. Verify all changes.
Report and/or correct errors in computer records, regardless of the source of the error.
Process premium payments by forwarding to the accounting department with instructions or returning to the insured. Correct premium errors. Handle returned items by requesting replacement checks.
Produce correspondence to customers using approved letters or combinations of approved letters. Fully document policy file or image system with all related material so as to leave a clear and concise audit trail.
Process internal reports, recognizing applicable deadlines for completion.
Calculate and process premium refunds. When sufficient resources are available, calculate premiums as requested.
Actively participate in cross training to maximize team efficiency and maintain or exceed service standards.
Communicate openly with Supervisor and other team members to ensure accurate responses and to avoid duplication of efforts.
Arrive to work and return from breaks & lunch as scheduled. Because of the nature of the job function ("customer service"), punctuality and dependability are imperative.
EDUCATION and/or EXPERIENCE REQUIRED: Life Insurance experience preferred in whole life, universal and term Insurance.
Computer skills : Word and excel.
https://www.applicantpro.com/j/xxxx63

State: Florida  City: Tampa  Category: Other Jobs
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