Job Description

Overview:

Direct hire opportunity!

Hours: Mon to Fri 8am to 4:30pm

Salary: 55k

Fully onsite opportunity, location Chicago 60606

Start Date: Early to mid May

Qualifications:

• 5 years life insurance specific experience
• Whole life / term annuities understanding
• Customer service experience
• Strong understanding of life insurance policies, terms, and industry regulations
• Ability to work effectively in a fast-paced, team-oriented environment

Licensing:

Life insurance license is helpful but not required

Soft Skills:

• Exceptional communication and problem-solving skills, with a focus on customer satisfaction
• Proficiency in customer relationship management (CRM) software and policy administration systems
• Strong organizational skills with attention to detail

Key Responsibilities:

Customer Service & Support:

Provide expert level assistance to policyholders regarding policy inquires, coverage details, and benefits

Respond to and resolve complex policyholder inquiries via phone and email

Address claims issues, policy updates, premium payments, and beneficiary changes efficiently

Claims Handling

Assist policyholders through the claims process, ensuring proper documentation and timely resolution

Investigate, evaluate, and process claims, ensuring compliance with policy terms and regulations

Work closely with the claims department to facilitate smooth resolution of claims issues

Policy Maintenance and Updates

Process policy changes including address updates, beneficiary changes, and coverage modifications

Assist with policy renewals and cancellations, explaining any policy changes or options available

Ensure all policyholder requests are documented accurately and in a timely manner in the system

Compliance and Quality Assurance

Ensure all customer interactions comply with industry regulations, company policies, and ethical standards

Maintain a high level of accuracy in all records and communications

Participate in internal audits and quality assurance programs to ensure service excellence

Reporting and Documentation

Maintain detailed records of all interactions, policy changes, and claims

Generate reports on policyholder activity and provide feedback to management for process improvement

Analyze trends in customer inquiries and concerns to identify areas for service enhancement

Other:

Answer incoming phone calls, customer service, servicing the policies, change of address, changes of beneficiary, a lot of the maintenance for the policy, renewals

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