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The Baltimore Life Insu

Associate, Policyholder Services

Posted 5 days ago

United States

$15 - $18 per hour

0-2 years experience

insurance customer-service call-center communication microsoft-office

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AI Summary

The associate will handle customer service inquiries via phone and process various financial and non-financial transactions. They are responsible for navigating insurance administration systems to manage policies from issuance through to claims or cancellations.

SUMMARY:

Policyholder Relations, answer customer service phone calls and provide processing of customer service transactions.

RESPONSIBILITIES:

1. Provide customer service in a call center environment.

2. Accurately answer policyholder questions about policies and riders.

3. Accurately process financial and non-financial transactions.

4. Explain to BLI correspondence policyholders.

5. Navigate the insurance administration and document workflow systems from policy issue to death claim or cancellation.

EDUCATION and EXPERIENCE:

High school diploma or GED required. (Related college courses can be considered to meet experience requirements.)
Minimum of one-year customer call center experience

SKILLS AND KNOWLEDGE:

· Life insurance industry preferred.

· Basic knowledge of Microsoft Office suite.

· Excellent telephone and written communication skills