Customer Service Representative

Description

As a Customer Service Representative, you will provide a wide variety of services to funeral homes, home preneed counselors, agents, marketing organizations, account executives, and policy owners.  You’ll work with a team and collaborate with colleagues to help our customers and the families we serve together.  

Your responsibilities will include:

• Provides highly responsive, time-sensitive, high volume, customer-oriented service designed to enhance Company relationships across internal and external individuals.
• Resolve issues related to accounting, claims, and new business for paper and online methods.  
• Receives and responds to telephone and written correspondence inquires, provides information and services related to correspondences.  
• Provides information and services related to new business, claims, policy information and policy changes. etc. 
• Assist agents and funeral homes with on-line services including enrollment, reporting, administration, system navigation.  
• Work with agents and customers to resolves issues to ensure compliance with state regulatory requirements and company standards. 
• Assist with commission and compensation questions from customers.  
• Conduct system testing to help ensure integrity of files and proper underwriting are within limits. 

Requirements

• Equivalent to high school degree required.  Completion of a two-year associate degree program in a job-related field is preferred.  
• 3-5+ years of customer service experience in a financial services organization, preferably life insurance, involving extensive in-bound and out-bound phone work is a plus.  
• Demonstrated proficiency in Microsoft office products: Outlook and Word. 
• Experience on a LifePro office administration system preferred.

Pay and Benefits Summary:

• An excellent schedule – office closes at 1 p.m. every Friday
• Annual profit sharing 
• 401(k) with company match with discretionary contribution 
• Company-sponsored group medical and dental insurance 
• Company-paid life insurance 
• Company-paid long-term disability
• Hybrid work environment 
• Paid holidays 
• Generous vacation time and sick leave 
• Paid parental leave 
• Casual dress year-round 
• Professional membership and licensing dues reimbursement 
• Tuition reimbursement
• Volunteer Time Off (VTO) 
• Matching gift program

About Homesteaders:

Homesteaders Life Company, a mutual company owned by its policy holders, is a national leader providing products and services to help people design a better farewell. Founded in 1906, Homesteaders is known for secure preneed funding and innovative solutions that help funeral and end-of-life professionals and consumers connect with each other.

We are currently hiring in AL, FL, GA, IA, IN, KS, LA, MI, MS, MT, NC, NE, OH, OK, PA, SC, TN, TX, UT, VA, WI, WV

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.