Customer Service Rep 2 job

company building Primerica location Berne, NY
130
Customer Service Rep 2
jobs
191
jobs in
Berne, NY
72
jobs at
Primerica

Job

Company

Description

Salary

Skills

Summary

Job trends

Job openings

Closed jobs

Company Description

Primerica, Inc. is a leading distributor of financial products to middle-income households in the United States and Canada with 126,121 licensed sales representatives at December 31, 2017. We assist our clients in meeting their needs for term life insurance, which we underwrite, and mutual funds, annuities, managed investments and other financial products, which we distribute primarily on behalf of third parties. We insured approximately five million lives and have over two million client investment accounts at December 31, 2017. Our distribution model uniquely positions us to reach underserved middle-income consumers in a cost-effective manner and has proven itself in both favorable and challenging economic environments. Our mission is to serve middle-income families by helping them make informed financial decisions and providing them with a strategy and means to gain financial independence.

Job Description

Duties

  • Answer and respond to customer calls from 9 a. m. to 4 p. m.;
  • Responsible for maintaining a high level of professionalism with customers and working to establish a positive rapport with every caller.
  • Review and respond to incoming correspondence;
  • Process duplicate policies for various product lines;
  • Process all functions required for imaging processed work;
  • Process address changes for Old and Current Product policies;
  • Update and distribute reports
  • Review and Update Daily Reports
  • Process New Business Applications and Update Cycle Sheets
  • Process invoice payments for Vendor
  • Submit monthly payment for Agent Loans

Qualifications

  • 2 years work experience;
  • Strong customer service experience;
  • Excellent verbal and communication skills;
  • Ability to remain professional and courteous with customers at all times.
  • Excellent interpersonal and organizational skills;
  • Knowledge of Word, Excel and Outlook;
  • Knowledge of Life Insurance Operations
Application currently closed
This job was posted on Tue Apr 02 2019 and expired on Sat Apr 06 2019.
Minimum $24,356
$34,098 average
Maximum $58,529

Tasks

  • Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
  • Check to ensure that appropriate changes were made to resolve customers' problems.
  • Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
  • Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
  • Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
  • Refer unresolved customer grievances to designated departments for further investigation.
  • Determine charges for services requested, collect deposits or payments, or arrange for billing.
  • Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
  • Solicit sales of new or additional services or products.
  • Order tests that could determine the causes of product malfunctions.
  • Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
  • Review claims adjustments with dealers, examining parts claimed to be defective, and approving or disapproving dealers' claims.
  • Review insurance policy terms to determine whether a particular loss is covered by insurance.
  • Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
  • Recommend improvements in products, packaging, shipping, service, or billing methods and procedures to prevent future problems.

Skills

  • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
  • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Speaking - Talking to others to convey information effectively.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Persuasion - Persuading others to change their minds or behavior.
  • Service Orientation - Actively looking for ways to help people.

Knowledge

  • Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
  • Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.
  • English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Primerica

Description

Primerica, Inc. is a leading distributor of financial products to middle-income households in the United States and Canada with 126,121 licensed sales representatives at December 31, 2017. We assist our clients in meeting their needs for term life insurance, which we underwrite, and mutual funds, annuities, managed investments and other financial products, which we distribute primarily on behalf of third parties. We insured approximately five million lives and have over two million client investment accounts at December 31, 2017. Our distribution model uniquely positions us to reach underserved middle-income consumers in a cost-effective manner and has proven itself in both favorable and challenging economic environments. Our mission is to serve middle-income families by helping them make informed financial decisions and providing them with a strategy and means to gain financial independence.
Type

Company - Public

Size

1001-5000

Revenue

$1B to 2B

Location

Multiple locations

Industry

InsuranceAccounting/Finance

Founded

1977

CEO

Glen Williams

Website

Visit Website

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