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Customer Service Representative
Security Mutual Life Insurance Company of New York. Answer incoming calls in a fast-paced call center environment .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with a focus on relationship building and accurate processing of billing requests in a fast-paced environment. Proficient in data entry and maintaining detailed records while effectively communicating with clients and agents.
Highest-signal resume keywords
Customer Service ExperienceInsurance Industry KnowledgeData Entry SkillsFluency In SpanishMicrosoft Word And Excel Proficiency
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 ProcessingAccount ManagementInsurance VerificationPolicy ConservationLoan ProcessingElectronic Funds TransferTaxable Gain CalculationPremium Payment ProcessingData EntryRecord Maintenance
Soft Skills
Excellent Communication SkillsAttention To DetailOrganizational SkillsAbility To Prioritize WorkloadFlexibility
Certifications & Qualifications
Associate’s Degree In Business Or Related Field
Industry Keywords
Call Center EnvironmentCustomer InteractionsService RequestsPublic Website InquiriesCorporate Communications
About the role
Key responsibilities & impact- Answer incoming calls in a fast-paced call center environment
- Build relationships with clients and agents
- Process billing requests, including account number changes, payment type changes, refund requests, premium payment histories, value quotes, form requests, policy reprojection requests, taxable gain calculations, policy conservation, and Electronic Funds Transfer forms
- Process manual premium payments and other service requests by check or phone via checking or savings accounts
- Process loan-by-phone requests
- Handle SML website inquiries
- Handle inquiries forwarded by Corporate Communications from the public website
- Complete insurance verifications and policy summary requests
- Make follow-up calls to request missing items and funds needed to bring policies up to date
- Maintain records of customer interactions and transactions
Requirements
What you’ll need- Minimum of 3 years of experience in Customer Service
- Minimum of 1 year of accounting experience preferred
- Experience in an insurance industry or call center environment
- Fluency in Spanish a plus
- Basic knowledge of Microsoft Word and Excel
- Excellent written and verbal communication skills
- Excellent data entry skills
- Ability to perform work accurately and thoroughly
- Ability to pay close attention to detail
- Ability to prioritize and organize a heavy workload
- Ability to work a flexible schedule with occasional overtime
- Associate’s degree in business or related field
- Visa sponsorship is not available
- Relocation assistance is not available
Benefits
Comp & perks- Primarily remote work
- Periodic time required in the assigned Company office location
- Flexible schedule with occasional overtime
- Equal Opportunity Employer