Hybrid Policy Owner Services Customer Service Representative at LifeShield

LifeShield and its subsidiary, Individual Assurance Company (IAC), comprise one of the nation's most dynamic and rapidly growing carriers. LifeShield focuses on life and supplemental accident and health insurance products for individuals, families, businesses, and associations, while IAC specializes in Medicare Supplement and group life policy administration.

We are seeking energetic and reliable professionals to join our team as Policy Owner Services Customer Service Representative The primary function of a Policy Owner Customer Service Representative includes answering incoming Policy owner calls as well as utilizing company policies and procedures to resolve customers’ questions. Our Customer Service Representatives are often our first point of contact for our Policy holders, Agents, and Providers. We are interested in individuals with Insurance industry experience, a commitment to customer satisfaction and an ability to make quick and accurate decisions.

Position Requirements: 

A minimum of 1 year’s customer service experience required.

1-3 years of office-related experience, as well as previous Medicare Supplement, health insurance experience or and call center experience is preferred but is not required.

Responsibilities Include:

• Assisting customers and agents in the handling of individual 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.
  • Maintaining performance standards.
  • Efficiently managing all other job duties as assigned.

Successful candidates will also possess:

• Basic computer skills to include maneuvering within multiple software programs and screens at one time. Professional, articulate communication skills
• Strong problem solving and time management skills with the ability to make independent decisions.
  Ability to understand and follow established policies and procedures.
• Ability to meet quality service standards.
• Easily adapt to frequent changes and process added information quickly.
  
  

Business Hours; Monday -Friday 8:00 am p 6:00 pm.