Customer Service Representative

Title - Customer Service Representative

Pay - 18.50 an hour

Mon - Fri 8am to 4:15pm

Start date: 11/27

Dress code - business casual

Office is located in Kansas City - 64111

Great benefits

1. Research, analyze, and respond to all service inquiries including walk-in customers. Justification of transactions, sales and marketing pertaining to Fixed policies and other duties assigned by management
2. Provide administrative maintenance of policy files and computer records; Authorize and change policy records such as change of beneficiary, owner, name, address, assignments, billings, etc.
3. Provide internal and external customers with alternative policy options for conservation and marketing efforts involving illustration/forecast preparation, comparison and assistance in decision making, as well as assist in coordination of efforts with agents and registered representatives. Observe all compliance regulations. Monitor market conduct and report inappropriate action or trends in activity to Chief Compliance Officer or KCL Auditing Department
4. Works with Manager or Sr. CSRs/Specialists to resolve complex complaint situations. Required to work directly with policy owners, agents, state insurance departments and legal representatives to resolve conflicts, look for compromises and reconcile misunderstandings. Always an advocate for upholding contractual and corporate policy, and preserving goodwill and professional rapport with client base
5. Assist with development and implementation of new procedures when necessary. Ensure productivity, efficiency and quality of the department by participating in a variety of department/corporate projects
6. Assist in development, testing, and maintenance of corporate administrative systems to effectively and efficiently process workflow involving the service function as well as IRS compliance. Provide support for contractual considerations, reporting, and assisting in resolving problems and errors.
7. Other duties as assigned

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