Customer Service Specialist

Wilton RE

Posted about 2 months ago

Full Time

Waco, Texas

Hybrid

Smart Summary

Responsibilities

The specialist will handle incoming calls from policyholders and process various policy changes within the company's administration system. They are also responsible for producing correspondence and participating in user testing for system updates.

Qualifications

You have a customer service mentality and are able to process policy transactions efficiently. You should possess effective written and verbal communication skills and basic mathematical ability to maintain good working relationships.

Must Have Skills for ATS

word processing

spreadsheet applications

Job Description

Texas Life is seeking individuals to work in a fast-paced environment who have the ability to process policy transactions for our policyholders.  Individuals must have a customer service mentality who focus on delivering exceptional customer experiences.  

What's in it for you? 

With us, you'll be able to achieve the work/life balance you're looking for, with a competitive compensation and benefits package. This includes hybrid remote work opportunities upon successful completion of training. 

Our benefits include tuition reimbursement, professional development, 401k with company match and profit sharing, and participation in two bonus programs. 

Major Responsibilities: 

  • Accept phone calls in the call center from policyholders and provide professional, courteous service. 
  • Process a variety of policy changes in the Texas Life policy administration system.
  • Compose and produce correspondence for policyholders, including responses by email.
  • Develop knowledge of Texas Life’s products and policy administration procedures.
  • Participate in change management by performing user testing in the policy administration system when needed.                                        

Qualifications:

  • Prefer one or more years of work experience in customer service in a related industry, or Associate’s degree.
  • Candidates must be able to work at a computer for long periods of time and handle a large volume of telephone calls.  
  • Effective written and verbal communications using different channels (phone, email, etc.)
  • Basic mathematical ability.
  • Ability to maintain good working relationships with customers, home office staff, and agents in a diverse business environment.
  • Must be detail oriented and able to meet deadlines.
  • Ability to make sound decisions.
  • Ability to maintain confidentiality of files.
  • Ability to use computer system and other office equipment, including word processing and spreadsheet applications provided by the Company. 

Location of Position:  Waco, Texas

Base salary/hourly rate range for this position in Texas is between $34,000 and $36,000. Please note that specific compensation decisions are based upon a variety of job-related factors as permitted by law, including geographic location, credentials, skills, education, training and experience.

To All Recruitment Agencies: Please do not send any resumes or solicitations regarding open positions to Texas Life employees unless you have been requested to work on this position or other positions with Texas Life; please reach out to your main point of contact. Texas Life is not responsible for any fees related to unsolicited resumes.

Texas Life is an Equal Opportunity Employer 

Texas Life Insurance Company strives to attract, develop, and retain a diverse workforce.

We are committed to providing an inclusive and accessible work environment where all associates feel valued, respected, and supported.

Our commitment to inclusivity is reflected in the safeguards, policies and commitments we have in place to remove barriers and provide equal opportunities to prospective and current associates, without discrimination.

A Human Resources representative is available to consult with applicants who require accommodation in the application or recruitment process. Any information shared by the applicant about accommodation will be treated as confidential.

Wilton RE

Wilton Re is a U.S. life re-insurance company specializing in the acquisition of in force life insurance and annuities as well as with assisting life insurance clients with product development, underwriting and new business strategies designed to serve the middle market. Our focus is the U.S. life insurance market where we provide risk capital and related services including M&A and In Force acquisitions, middle market products, traditional reinsurance, and longevity risk management. Wilton Re also partners with companies to implement new business strategies for middle market sales, with an emphasis on worksite, senior market, and simplified term products. Our fully customized solutions include private labeling with supporting delivery and administrative systems. Wilton Re operates through three business segments: In Force Solutions Wilton Re is an industry leader for M&A services and In Force Solutions. Wilton Re’s In Force Solutions provide clients with proven methods for achieving operational and expense efficiencies and enhanced capital management. We offer a combination of risk transfer and comprehensive administration services for the complete exit of a particular portfolio or business or to support the continuing operations. New Business Solutions Our New Business Solutions provide comprehensive services for new issues of life insurance products with a particular specialty with simplified issue products offered to the growing middle market. We offer a range of turn-key private labeling services from product development to delivery systems and administration. Our private labeling services enable companies to bring products to market quickly and in a cost efficient manner. Primary Insurance Our Primary Insurance business focuses on providing simple life insurance products to the middle market offered through the voluntary worksite market, as well as through call centers and traditional agent channels. Visit www.wiltonre.com to learn more
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