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Policy Service Clerk
Illinois Mutual. Answer customer inquiries by phone, email or written correspondence .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with the ability to effectively communicate and prioritize tasks while maintaining confidentiality and professionalism. Proficient in processing billing and payroll deduction accounts, with a focus on achieving service level agreements and customer satisfaction.
Highest-signal resume keywords
Customer Service ExperienceBilling ExperienceInsurance Industry ExperienceMicrosoft Office ProficiencyBilingual Skills (Spanish)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Billing ProcessingPayroll Deduction AdministrationPolicy Information UpdatesMathematical SkillsPolicy Searches
Soft Skills
Clear CommunicationDetail OrientedAdaptabilityTeam CollaborationProfessionalism
Industry Keywords
Customer InquiriesService Level AgreementsConfidentialityPrivacy StandardsDepartment Documentation
About the role
Key responsibilities & impact- Answer customer inquiries by phone, email or written correspondence
- Process basic customer requests, including cancels, terminations, reproduction of bills, and policy information updates
- Reconcile and process billings under general supervision
- Process payments received and balance suspense accounts
- Work directly with employers as necessary
- Develop skills to properly apply company processes and use all systems
- Provide accurate, valid and complete information using departmental processes and procedures
- Identify and assess customers’ needs to achieve satisfaction
- Acquire and demonstrate basic knowledge for administering payroll deduction accounts
- Escalate difficult or complex service situations as necessary
- Meet department service level agreements, quality goals and quantity goals
- Complete policy searches as directed by state insurance departments and department leadership
- Distribute department documentation physically and electronically
- Attend and participate in team and department meetings
- Assist other team members as needed
- Perform other duties affecting the Policy Service department as assigned
Requirements
What you’ll need- High School Diploma or Equivalent is required; some college a plus
- One year of customer service experience required
- Payroll or billing experience preferred
- Prior insurance industry experience preferred
- Clear, concise oral and written communication skills
- Customer-driven and able to adapt and respond to differing personalities
- Ability to effectively prioritize and monitor work to achieve timely results
- Ability to maintain confidentiality and adhere to privacy standards
- Ability to learn systems processes and procedures quickly
- Ability to always maintain professionalism
- Ability to multi-task and effectively meet deadlines
- Flexible and adaptable to changes
- Detail oriented
- Strong initiative and solid judgment abilities and skills
- Ability to work successfully in a team environment
- Proficiency in Microsoft Office Programs
- Strong mathematical skills
- Bilingual skills preferred (Spanish)
Benefits
Comp & perks- Compressed 4 1/2-day work week (Half-Day Fridays)
- No monthly premium cost for employee medical, life and disability insurance coverage
- Paid time-off accrual, including annual rollover
- Paid holidays
- Competitive 401(k) plan with immediate vesting on Company contributions
- Discounted on-site employee cafeteria
- On-site exercise facility and company-provided exercise time
- Tuition reimbursement and training incentives
- Access to voluntary dental and vision insurance coverage