Logo for Security Mutual Life Insurance

Customer Service Representative - 1140

Role overview

Qualifications

  • 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.
  • Excellent written and verbal communication skills.

Responsibilities

  • Answer incoming calls, resolve inquiries, and initiate required processes.
  • Process billing and payment requests, including changes to billing accounts, payment types, refunds, and related forms.
  • Handle manual premium payments and loan-by-phone requests.
  • Maintain records of customer interactions and transactions.

About the company

Security Mutual Life Insurance logo

Security Mutual Life Insurance

Insurance

Now in its 136th year, Security Mutual Life Insurance Company of New York has been helping protect families and businesses during periods of prosperity, as well as during wars and times of economic uncertainty. A mutual life insurance company, Security Mutual Life has no shareholders. Instead, the company is maintained and operated for the benefit of its policyholders, and we are proud to report that 2022 marked the 131st consecutive year we have paid dividends to our policyholders. (Note: The payment of dividends is not guaranteed, and the amount credited, if any, may rise and fall depending on experience factors such as investment income, taxes, mortality and expenses.) Our mission today continues that on which the company was founded in 1886: to provide sound, equitable and competitively priced insurance products to help protect people against the financial challenges resulting from death, disability, or retirement. We accomplish this mission through a diverse, innovative portfolio of insurance products and services designed to help meet personal, business and estate-planning needs. (Policies subject to limitations, exclusions, provisions & conditions. Availability & features may vary by state.) Find a Representative Here: https://www.smlny.com/find-a-representative/ View our Social Media Disclaimer at https://www.smlny.com/social-media-disclaimer/ Please see our Recruitment Fraud Statement located on our Corporate Opportunities Page https://smlny.com/our-company/career-opportunities/corporate-opportunities/

Company details

Company typeSME
IndustryInsurance
Company size201 - 500

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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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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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