Life Insurance Operations Customer Service Representative

About Life Shield and Individual Assurance Company

Life Shield and its subsidiary, Individual Assurance Company (IAC), comprise one of the nation's most dynamic and rapidly growing carriers. Life Shield focuses on life and supplemental accident and health insurance products for individuals, families, businesses and associations, while IAC specializes in Medicare Supplement and group life policy administration.

Individual Assurance Company is 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.

• 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.
• Managing and identifying inconsistencies in payment dates and ensuring all clients remain informed on outstanding debts and deadlines.
• Processing, maintaining, and following up on documents received through a 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.
• Demonstrating a sense of ownership for all work with the goal of positively driving business results.
• Attending paid training and continuing to build personal skill sets by participating in internal and external training.
• Participating in cross-training to act as a backup for other Life Operations areas as necessary.

Minimum 1 year customer service experience required.

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

• Have basic computer skills to include maneuvering within multiple software programs and screens at one time.
• Have basic computer knowledge (including MS Office) and data entry skills.
• Possess 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.

• 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.

• 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.

• 1 year – Basic knowledge of MS Office (preferred).
• 1 year – Data entry skills (preferred).
• 1-3 years – Office related experience preferred but not required (preferred).

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.