Life Insurance Operations Customer Service Representative

Life Operations Agent

LifeShield is a dynamic and rapidly growing carrier. LifeShield focuses on life and supplemental accident and health insurance products for individuals, families, businesses, and associations, while LAC specializes in Life and A&H in the financial services industry.

We are seeking exceptional individuals to join our team in the role of Life Operations Agent. The Life Operations Customer Service Representative primary function is to review, balance and post group premiums, as well as assist customers and agents in the handling of individual and Group Life Insurance inquiries via the phone or email.

Responsibilities Include:

• Assisting customers and agents in the handling of individual and Group Life Insurance inquiries via the phone or email.
• Issuing and posting premium receipts and invoices and updating accounts with payment issues.
• Processing changes to policies with accuracy.
• Multi-tasking, including talking to customers while simultaneously navigating the computer system.
• Manage and identify inconsistencies in payment dates and ensure all clients remain informed on outstanding debts and deadlines.
• Processing, maintaining, and following up on documents received through document management system.
• Providing solutions to any relative problems of internal and external clients and escalating more complex or persistent issues to management as needed.
• Maintaining performance standards.
• Efficiently managing all other job duties as assigned.
• Following established policies and procedures.
• Demonstrate a sense of ownership for all work with the goal of positively driving business results.
• Attend paid training and continue to build personal skill sets by participating in internal and external training.
• Participates in cross-training to act as a backup for other Life Operations areas as necessary.

Position Requirements:

Minimum 1 year customer service experience required.

1-3 years of office related experience as well as previous customer service experience is preferred.

Successful candidates will also:

Basic computer skills to include maneuvering within multiple software programs and screens at one time.

Basic computer knowledge (including MS Office) and data entry skills.

Strong problem solving and time management skills with the ability to make independent decisions.

Effectively prioritize and execute tasks to meet performance standards.

Demonstrate a strong attention to detail.

Easily adapt to frequent change and process new information quickly.

LifeShield at a Glance:

With approximately $100 million in assets, LNIC and its subsidiary combine for a dynamic insurer currently providing Third Party Administration services across the lines of business we offer. LNIC is affiliated through common ownership with The Midland Group family of companies, including MidFirst Bank, which specializes in banking and mortgage servicing. This affiliation allows LifeShield to leverage the resources of the Nation's largest privately held banking organization, while remaining nimble and responsive to opportunities, focusing on the life and supplemental accident and health insurance segments of our industry.

AM Best reaffirmed LifeShield's rating of B++. Since 2001, LifeShield National Insurance Co. has held a rating of B++ by AM Best Company, a widely recognized independent insurance industry ratings firm. This is the fifth highest rating possible out of a total of 16. LNIC is headquartered in Oklahoma City, OK and services over 80,000 policyholders.

Qualifications

Behaviors:

Preferred:

Dedicated: Devoted to a task or purpose with loyalty or integrity

Thought Provoking: Capable of making others think deeply on a subject

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Team Player: Works well as a member of a group

Motivations:

Preferred:

Self-Starter: Inspired to perform without outside help

Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Experience:

Preferred:

1 year: Basic knowledge of MS Office

1 year: Data entry skills

1-3 years: 1-3 years Office Related Experience preferred but not required

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.