Customer Service Representative ID:9111966403
Now hiring in Arden Hills, MN Description:
Are you are dedicated professional with a keen eye for detail, discretion with a background in the financial service industry? We are seeking a dynamic Customer Service Representative to join our growing team! This role responds to our membership inquiries and processes critical financial and operational transactions for our Members while providing internal service and support to key positions and coworkers, offering a variety of work duties and experiencesCatholic United Financial is a member-owned, not-for-profit financial services company, connecting people of faith, protecting their future and generously impacting parishes, schools and communitiesWe offer:
Competitive salary and benefits package, including no nights, weekends, and half days on Friday'sWe work a 37.5-hour work weekOpportunities for professional growth and advancementCollaborative and inclusive work environmentEngaging company culture committed to excellence and give back to othersESSENTIAL DUTIES AND RESPONSIBILITIES Attention to detail is a must:
ability to handle customer inquiries with precision and accuracyProfessional Discretion:
demonstrate confidentiality and professionalism in dealing with sensitive financial informationOversees or processes member household and address maintenance entries, policy assignments and ownership changes, duplicate certificate requests, and responds requests from social services and counties to verify assets of our MembersProcesses financial distributions for death claims, internal and external transfers, surrenders, loans and withdrawalsReceives and prepares newly approved life business for issue, including increases, Guaranteed Purchase Option's, standard and substandard approvals, and verifying premiums are within guidelinesResponds to telephone calls, written inquiries or walk ins from Members, Member Advisors, and other insurance companies while entering appropriate notes in our Contact Management SystemRequirements:
In this Customer Service Representative role, what we call a Member Service Representative, you must be able to perform each essential duty satisfactorilyThe requirements listed below are representative of the knowledge, skill, and/or ability requiredReasonable accommodations may be made to enable individuals with disabilities to perform the essential functionsAs the Catholic United sells financial products and services to Catholic members and prospective Catholic members, while you do not have to be Catholic, you must be generally aware of and comfortable with the religious practices and organization of the Roman Catholic ChurchEDUCATION, EXPERIENCE and OTHER At least three years of insurance processing and/or financial industry customer service and operations experience with some post-secondary education, or equivalent combination of education and experienceStrong communication skillsHigh attention to detail and accuracy while maintaining a sufficient speed of work is requiredAbility to read and comprehend complex instructions and correspondenceAbility to effectively present information in one on one or small group situations to Members and other employees of our organizationExperience working in a Microsoft Office environmentExperience working with OnBase, Foxit PDF editor, Sapiens, Resonant is helpfulAssociate, Life Office Management Association, ACS, certification preferredBilingual Skills or proficiency in languages is a definite plusOTHER SKILLS& ABILITIES Must have strong ability to collaborate, build, and maintain strong relationships with Team Members across all functions; strength in winning concessions without damaging relationshipsCommitment to positive team dynamics, client satisfaction, and creating a diverse, equitable and inclusive environmentAction oriented with the ability to think and respond quickly to changeWillingness to continuously learn and be open to feedback to improve individual performanceDemonstrated ability to drive change / process improvementEffective ability to communicate using clear and concise oral and written communication and presentation skillsCompensation details:
20.5-30.75 Hourly Wage PI3ec30707561e-31181-33278367 Recommended Skills Attention To Detail Business Process Improvement Claim Processing Communication Confidentiality Contact Management Systems Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
n
n
n Estimated Salary: $20 to $28 per hour based on qualifications.
Are you are dedicated professional with a keen eye for detail, discretion with a background in the financial service industry? We are seeking a dynamic Customer Service Representative to join our growing team! This role responds to our membership inquiries and processes critical financial and operational transactions for our Members while providing internal service and support to key positions and coworkers, offering a variety of work duties and experiencesCatholic United Financial is a member-owned, not-for-profit financial services company, connecting people of faith, protecting their future and generously impacting parishes, schools and communitiesWe offer:
Competitive salary and benefits package, including no nights, weekends, and half days on Friday'sWe work a 37.5-hour work weekOpportunities for professional growth and advancementCollaborative and inclusive work environmentEngaging company culture committed to excellence and give back to othersESSENTIAL DUTIES AND RESPONSIBILITIES Attention to detail is a must:
ability to handle customer inquiries with precision and accuracyProfessional Discretion:
demonstrate confidentiality and professionalism in dealing with sensitive financial informationOversees or processes member household and address maintenance entries, policy assignments and ownership changes, duplicate certificate requests, and responds requests from social services and counties to verify assets of our MembersProcesses financial distributions for death claims, internal and external transfers, surrenders, loans and withdrawalsReceives and prepares newly approved life business for issue, including increases, Guaranteed Purchase Option's, standard and substandard approvals, and verifying premiums are within guidelinesResponds to telephone calls, written inquiries or walk ins from Members, Member Advisors, and other insurance companies while entering appropriate notes in our Contact Management SystemRequirements:
In this Customer Service Representative role, what we call a Member Service Representative, you must be able to perform each essential duty satisfactorilyThe requirements listed below are representative of the knowledge, skill, and/or ability requiredReasonable accommodations may be made to enable individuals with disabilities to perform the essential functionsAs the Catholic United sells financial products and services to Catholic members and prospective Catholic members, while you do not have to be Catholic, you must be generally aware of and comfortable with the religious practices and organization of the Roman Catholic ChurchEDUCATION, EXPERIENCE and OTHER At least three years of insurance processing and/or financial industry customer service and operations experience with some post-secondary education, or equivalent combination of education and experienceStrong communication skillsHigh attention to detail and accuracy while maintaining a sufficient speed of work is requiredAbility to read and comprehend complex instructions and correspondenceAbility to effectively present information in one on one or small group situations to Members and other employees of our organizationExperience working in a Microsoft Office environmentExperience working with OnBase, Foxit PDF editor, Sapiens, Resonant is helpfulAssociate, Life Office Management Association, ACS, certification preferredBilingual Skills or proficiency in languages is a definite plusOTHER SKILLS& ABILITIES Must have strong ability to collaborate, build, and maintain strong relationships with Team Members across all functions; strength in winning concessions without damaging relationshipsCommitment to positive team dynamics, client satisfaction, and creating a diverse, equitable and inclusive environmentAction oriented with the ability to think and respond quickly to changeWillingness to continuously learn and be open to feedback to improve individual performanceDemonstrated ability to drive change / process improvementEffective ability to communicate using clear and concise oral and written communication and presentation skillsCompensation details:
20.5-30.75 Hourly Wage PI3ec30707561e-31181-33278367 Recommended Skills Attention To Detail Business Process Improvement Claim Processing Communication Confidentiality Contact Management Systems Apply to this job. Think you're the perfect candidate? Apply on company site $(document).ready( function() $(#ads-desktop-placeholder).html(
n
n
n Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
