Description :

• Customer Service Representative Contract Changes
• The Representative is expected to work independently with moderate supervision from the manager and assistance from the more senior team members.
• They will work with other members of the Contract Change Team to provide timely, efficient, and accurate service to policyholders, agents, and employees of related service teams.

Primary Responsibilities :

• Pick up box/boxes of policy contracts daily from mailroom
• CSR will need to then access the policy records through our mainframe systems
• Review the paper policy contract to ensure accuracy against the data we have on file (Name, face amounts, riders & premium amounts)
• If all data is accurate, CSR will place policy pages in binding folder, and bind the contract in the binding machine
• CSR will then access requests through a specific work queue to print the cover letter and close the work item.
• If there are any discrepancies, the CSR will need to notate inaccuracies in system and send an email to the original processing analysts to make adjustments
• Maintain a focus of high quality and production
• Ensure binders and envelopes do not deplete, advise manager when additional supplies are needed.

Qualifications :

• Accountable, ethical, good decision-making ability
• Strong written and verbal communication skills required
• Good computer skills and ability to multitask

Training & Development :

• Customer Service Representatives undergo a comprehensive paid on-site training program to learn about the role and expectations.
• Coaching and feedback are provided to help you gain the necessary skills to be successful.

Shift Information :

• This is a full-time position Monday through Friday. Candidates should be flexible to work any 7.5-hour shift , our preferred hours of operation are 8:15 to 5:00