Customer Service Associate

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General Information

Job Posting ID 8745990 Creation Date May 20, 2019
Employer Posting No --- Closing Date Jul 12, 2019
Job Site Address WACO, Texas 76703 Employer Type Private Sector
Openings 1

Job Description

This position communicates with customers regarding requests concerning their policy. This includes individual billing, policy values, policy changes, correspondence and working in the call center.

Essential Duties & Responsibilities:

1. Process billing changes for policies, including setting up EFTs, removing policies from payroll billing and handling billing inquiries.
2. Process cancellation requests, policy loans, withdrawals and surrenders. Calculate taxable gain and perform tax reporting on disbursements.
3. Performs policy changes including address changes, name and ownership changes, assignments, death of owner, increases/decreases, adding/removing benefits, removing/reducing ratings, smoker changes and reinstatement of lapsed policies.
4. Work in telephone call center on rotating basis, willing to work extended hours when needed from either 7:00 A.M.; or, remaining at work until 6:45 P.M.
5. Perform user testing for policy administration system when needed.
6. Ability to compose and produce correspondence to policyholders.
7. Ability to react to change productively and handle other essential tasks as assigned.

Job Qualifications and Requirements:

1. Associate’s degree or minimum of one year of insurance or customer service experience in a related industry.
2. Ability to maintain good working relationship with customers, home office staff, and agents in a diverse business environment.
3. Must be detail oriented and able to meet deadlines.
4. Ability to make sound decisions.
5. Effective oral and written communication skills, with clear speaking voice.
6. Ability to maintain confidentiality of files.
7. Ability to use computer system and other office equipment, including word processing and spreadsheet applications provided by the Company.
8. Must be able to work at computer for long periods of time and handle large volume of telephone calls.
9. A background check is required and must be successfully completed prior to employment.


Job Competencies:

1. Customer Service.
2. Accountability.
3. Communication.
4. Teamwork.
5. Organization/Time management.
Supervisory Experience Required No
Shift Days (First) Duration Regular
Workweek Full Time
Veterans Only No
Federal Contractor No
Eagle Ford Shale Job No
Is this job related to Hurricane Harvey Clean-up/Restoration? No

Job Requirements

Occupation Customer Service Representatives
Minimum Experience and Education  0 yrs   0 mos and High School Diploma/GED

- OR -

Occupation Insurance Claims Clerks
Minimum Experience and Education  0 yrs   0 mos and High School Diploma/GED


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Job Title Customer Service Associate
The employer did not provide an internal job posting number. Please locate this number on their web site and enter it here: Job Posting Number.
State Agency Name TEXAS LIFE INSURANCE CO
Job Closing Date Jul 12, 2019
Open Until Filled No

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