MidFirst Bank · 2 hours ago
Life Insurance Operations Customer Service Representative
Oklahoma City, OK
Full-time
Onsite
Entry Level
1+ years expMidFirst Bank is a leading financial institution seeking a Life Operations Customer Service Representative to join their team. The primary function of this role is to assist customers and agents with inquiries related to individual and Group Life Insurance, while managing premium processing and ensuring accuracy in policy changes.
BankingVenture Capital
Responsibilities
Assisting customers and agents in the handling of individual and Group Life 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
Following established policies and procedures
Demonstrate a sense of ownership for all work with the goal of positively driving business results
Attend paid training and continue to build personal skill sets by participating in internal and external training
Participates in cross-training to act as a backup for other Life Operations areas as necessary
Qualification
Required
Minimum 1 Year Customer Service Experience Required
Basic computer skills to include maneuvering within multiple software programs and screens at one time
Basic computer knowledge (including MS Office) and data entry skills
Strong problem solving and time management skills with the ability to make independent decisions
Effectively prioritize and execute tasks to meet performance standards
Demonstrate a strong attention to detail
Easily adapt to frequent change and process new information quickly
Preferred
1-3 years of office related experience, as well as previous customer service experience
Benefits
Attend paid training
Company
MidFirst Bank
MidFirst Bank is a privately owned bank in the United States
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
G
Greg Schaefer
Chief Financial Officer
Recent News
2025-11-04
2025-10-25
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