Customer Service Support for an Independent Firm in US (Home Based Full Time)

Company : Virtual Coworker

Job Type : Full Time

Remote / Work from Home

Job Description - Customer Service Support for an Independent Firm in US (Home Based Full Time)

â¢ Serve as the primary point of contact for customers via phone, email, and live chat.

â¢ Assist customers with inquiries regarding life insurance policies, coverage, premiums, policy status, and billing.

â¢ Process policy servicing requests, including beneficiary changes, contact information updates, policy reinstatement, ownership transfers, payment method updates, and coverage changes where applicable.

â¢ Guide policyholders and beneficiaries through the life insurance claims process.

â¢ Clearly explain policy provisions, exclusions, riders, and policy benefits.

â¢ Coordinate with underwriting, claims, new business, and billing teams to resolve customer inquiries.

â¢ Review customer documentation for completeness and accuracy.

â¢ Accurately document all customer interactions in the CRM and policy administration system.

â¢ Follow up on outstanding requests to ensure timely resolution.

â¢ Escalate complex issues to the appropriate department when necessary.

â¢ Maintain compliance with HIPAA (where applicable), state insurance regulations, privacy laws, and company policies.

â¢ Meet service level agreements (SLAs), quality assurance standards, and customer satisfaction targets.

Original job Customer Service Support for an Independent Firm in US (Home Based Full Time) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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Customer Service Support for an Independent Firm in US (Home Based Full Time)

Job Description - Customer Service Support for an Independent Firm in US (Home Based Full Time)

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