Customer Service (Policy Owner Services) – Call Center jobs in United States
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Integrity · 12 hours ago

Customer Service (Policy Owner Services) – Call Center

Integrity is a leading independent distributor of life, health, and wealth insurance products headquartered in Clearwater, Florida. They are seeking a Customer Service representative to provide prompt and courteous service to policyholders, interpret contract benefits, and manage customer inquiries effectively.

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Responsibilities

Interpret contract benefits accurately to policyholder, agents, and providers
Provide claim status to policyholders or providers
Send out refund request letters and follow-up as necessary
Produce correspondence to customers
Answer calls as required by company policy in a helpful, professional, timely manner
Place outgoing calls as needed to provide or obtain information
Document (written/on-line) all calls while in progress
Transfer calls to employees in other departments as required to meet customer needs
Fully document policy file or imaging system with all related material so as to leave a clear and concise audit trail
Actively participate in cross training and group training sessions to maximize team efficiency and maintain or exceed service standards
Communicate problems identified relevant to the claims processing system to the appropriate people
Maintain external contacts with policyholders, providers of service, agents, attorneys and other carriers as well as internal contacts with peers, management, and other support areas with a positive and professional approach
Communicate openly with Supervisor, Team Lead and other team members to ensure accurate responses and avoid duplication of efforts

Qualification

Phone contact handlingInsurance backgroundCustomer support experienceCall center experienceMicrosoft OfficeMulti-taskingActive listeningCommunication skillsDocumentation skillsTime management

Required

A high school diploma or GED equivalent
0-2 years of proven customer support experience; prior call center experience preferred
Strong phone contact handling skills and active listening
Familiarity with Microsoft Office products
Ability to adapt and respond to different types of people and tasks
Excellent communication and documentation skills
Ability to multi-task, prioritize, and manage time effectively and efficiently
Reliable transportation and the ability to be punctual and dependable

Preferred

Insurance background preferred
Prior call center experience preferred
May have agent license but no active appointments

Benefits

Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability

Company

Integrity

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Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.

Funding

Current Stage
Late Stage
Total Funding
$2.15B
Key Investors
Silver Lake
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity

Leadership Team

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Linda Zukauckas
Chief Financial Officer
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Said Taiym
Chief Operating Officer
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Company data provided by crunchbase