Customer Service Representative

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Join to apply for the Customer Service Representative role at Security National Financial Corporation

Description

This position will primarily be responsible for following a strict procedure for processing life insurance claims, and answering phone calls from our policy holders and funeral homes. This is an entry level position with a Monday - Friday business hours schedule. We offer a comprehensive benefits package that includes health insurance, PTO, Employee Discounts, and more.

Job Type

Full-time

Description

This position will primarily be responsible for following a strict procedure for processing life insurance claims, and answering phone calls from our policy holders and funeral homes. This is an entry level position with a Monday - Friday business hours schedule. We offer a comprehensive benefits package that includes health insurance, PTO, Employee Discounts, and more.

What You'll Do:

• Processing life insurance claims
• Analyzing contracts for monetary discrepancies
• Preparing contract reconciliations
• Inbound & outbound calls from Funeral Homes, Policyholders and Beneficiaries
• Provide excellent customer service on phone and through email
• Other special projects as assigned

• Customer service oriented
• Self-motivated
• Dynamic, friendly and outgoing personality
• Team oriented
• Detail oriented
• Multi-tasker

• Basic computer operation skills
• Ability to type 35 wpm
• Working knowledge of Microsoft Office (Outlook, Excel, Word)
• Ability to pay close attention to detail
• Ability to quickly learn new processes and procedures
• Ability to work independently and with a team when needed
• Ability to work Monday through Friday, 8:00 am to 5:00 pm
• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times, and engage in repetitive movements

• High school diploma or equivalent
• Work experience of 1-2 years preferred
• Bilingual in English and Spanish preferred

• Great Company Culture
• Top Workplaces 6 years in a row (2016,'17,'18,'19,'20 & '21)
• Going Places. Company recently added to the Russell 2000 Index, attributing our strong growth
• Rest and Relaxation. Accrued sick / vacation leave and 10 paid holidays
• Health Benefits. Medical with HSA and FSA options, dental, and vision
• Prepare for the Future. 401(k) with company match

• Seniority level
  
  Entry level

• Employment type
  
  Full-time

• Job function Other

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