Member Services Representative

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Hermann Sons Life
515 S. St. Marys 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 hour work week!