Member Services Representative

Benefits:

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Vision insurance

Hermann Sons Life

515 S. St. Mary’s St., San Antonio, TX 78205

Member Services Representative

Job Description

Position

We are seeking a professional, dependable and customer-focused Member Services Representative to serve as the first point of contact for members and visitors. This role combines front desk receptionist responsibilities with back office administrative processing and moderate-volume inbound/outbound call handling. The ideal candidate is organized, detail-oriented, personable and able to multitask effectively while balancing calls, visitor interactions and administrative processing to deliver exceptional customer service.

Reception & Member Service Duties

Maintain front desk operations and ensure a welcoming office environment.

Greet and assist members and visitors in a professional and friendly manner.

Direct calls and visitors to the appropriate individual or department.

Answer and manage a moderate volume of inbound/outbound phone calls.

Respond to member inquiries, concerns and requests promptly and accurately.

Provide details regarding general life insurance policy information and procedures.

Resolve routine member issues and escalate complex matters when necessary.

Receive and distribute mail, packages and deliveries.

Back Office Processing & Administrative Support Duties

Process transactional requests including surrenders, beneficiary changes, ownership changes, lost certificate requests, name changes and contact information changes.

Enter and maintain data within company systems and databases.

Review documents for completeness and accuracy.

Assist with filing, scanning and document management.

Support payment processing tasks as assigned.

Ensure compliance with company policies and confidentiality standards.

Perform any and all other duties as assigned by the Vice President of Operations and COO.

Qualifications

Proficient with Microsoft Office and standard office equipment.

Basic math skills, solid attention to detail and data entry accuracy.

Strong written and verbal communication skills.

Ability to work independently and as part of a team.

Excellent organizational and multitasking abilities.

Sensitivity to confidential matters.

Stable work history with reliable attendance and clean background check.

Previous customer service, receptionist or administrative experience a plus.

Employment Specifics

This is a full-time, non-exempt position with a generous benefits package. Regular office hours are Monday through Friday 8:00 a.m. to 4:30 p.m. 37 ½ hour work week!