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Customer Service Representative - 1132

Key Facts

Full time
Mid-level (2-5 years)
Spanish

Other Skills

  • •
    Customer Service
  • •
    Microsoft Excel
  • •
    Microsoft Word
  • •
    Non-Verbal Communication
  • •
    Detail Oriented
  • •
    Prioritization
  • •
    Relationship Building

Roles & Responsibilities

  • Minimum of 3 years of experience in customer service.
  • Minimum of 1 year of accounting experience (preferred).
  • Experience in an insurance industry or call center environment.
  • Associate’s degree in business or related field.

Requirements:

  • Resolve incoming calls by answering questions, researching, and initiating additional processes as needed.
  • Process billing requests and premium payments, including changes to billing accounts, payment methods, refunds, and related forms.
  • Handle loan-by-phone requests and SML website inquiries.
  • Complete insurance verifications, policy summaries, and follow up to obtain missing items; maintain accurate records of customer interactions and transactions.

Job description

As a Customer Service Representative, you will answer incoming calls in a fast-paced call center environment. You will also build relationships with clients and agents and process payments and complex service requests.

This position will have the opportunity to work primarily remote with periodic time required in their assigned Company office location (Binghamton, NY or Houston, TX). If you reside in the Greater Houston or Greater Binghamton area, this may be an opportunity for you!

Description of Duties & Responsibilities:

  • Support resolution of incoming calls by answering questions, performing research and initiating additional processes as necessary. 
  • Process billing requests, which could include billing account number changes, payment type changes (mode changes), refund requests, premium payment histories, value quotes, form requests, policy reprojection requests, taxable gain calculations, policy conservation, mailing Electronic Funds Transfer forms, etc.
  • Process manual premium payments and other service requests from calls by check or phone via a checking or savings account.
  • Process loan by phone requests.
  • SML website inquires. Handle inquired forwarded by Corporate Communications that were made on our public website.
  • Complete insurance verifications and policy summary requests.
  • Complete follow-up calls to request missing items and funds needed to bring policies up to date.
  • Keep records of customer interactions and transactions. 

Description of Duties & Responsibilities:

  • Minimum of 3 years of experience in Customer Service.
  • Minimum of 1 year of accounting experience preferred.
  • Experience in an insurance industry or call center environment.
  • Fluency in Spanish a plus.
  • Basic knowledge of Microsoft Word and Excel.
  • Excellent written and verbal communication skills.
  • Excellent data entry skills.
  • Ability to perform work accurately and thoroughly.
  • Ability to pay close attention to detail.
  • Ability to prioritize and organize a heavy workload.
  • Ability to work a flexible schedule with occasional overtime.


Education Required: Associate’s degree in business or related field.

Pay Range: $19.02 to $21.03 hourly


The starting pay rate for this role is based on a variety of relevant factors, including location, education, experience, and skills.

The level for this position will be determined based on factors including relevant skills, experience and other qualifications.


Visa sponsorship is not available for this position

Relocation assistance is not available for this position

Security Mutual is an Equal Opportunity Employer

Federal & State Labor Law Posters

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