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Customer Service Specialist

Peyton Resource Group

Job Description

Our client is seeking a Customer Relations Specialist to support members with life and health insurance policy servicing needs. This role focuses on delivering a positive member experience by responding to service requests, identifying member needs, documenting important information, and helping members understand available products and services.

Key Responsibilities

  • Receive, process, and fulfill member service requests related to life and health insurance policies through various contact channels.
  • Apply foundational customer service and member servicing techniques to address inquiries and resolve routine service needs.
  • Ask effective questions to identify member needs, life events, and relevant information to support appropriate service solutions.
  • Accurately document member interactions, requests, and relevant details in applicable systems.
  • Recognize verbal cues and potential opportunities to connect members with products or services that may address their needs.
  • Encourage members to take appropriate action to meet their insurance and service needs.
  • Deliver a positive member experience while meeting established quality, service, and performance standards.
  • Support enterprise business goals by maintaining high levels of service quality, accuracy, and member satisfaction.
Required Qualifications
  • High school diploma or GED.
  • Up to 1 year of relevant customer service or sales experience.
  • Experience multitasking within a Windows operating system environment.
  • Strong verbal communication, listening, and interpersonal skills.
  • Ability to identify customer needs by asking questions and recognizing verbal cues.
  • Strong attention to detail, organizational skills, and accurate documentation practices.
  • Ability to navigate multiple tasks and provide professional, member-focused service.
Vacancy posted 3 days ago
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