Life Insurance Policyholder Services Rep - 240482 Job at Medix™, Chicago, IL

QUhKMUx4aEJJdStVUWl4eG01TkpEdjMrZUE9PQ==
  • Medix™
  • Chicago, IL

Job Description

Overview:

Direct hire opportunity!

Hours: Mon to Fri 8am to 4:30pm

Salary: 55k

Fully onsite opportunity, location Chicago 60606

Start Date: Early to mid May

Qualifications:

  • 5 years life insurance specific experience
  • Whole life / term annuities understanding
  • Customer service experience
  • Strong understanding of life insurance policies, terms, and industry regulations
  • Ability to work effectively in a fast-paced, team-oriented environment

Licensing:

Life insurance license is helpful but not required

Soft Skills:

  • Exceptional communication and problem-solving skills, with a focus on customer satisfaction
  • Proficiency in customer relationship management (CRM) software and policy administration systems
  • Strong organizational skills with attention to detail

Key Responsibilities:

Customer Service & Support:

Provide expert level assistance to policyholders regarding policy inquires, coverage details, and benefits

Respond to and resolve complex policyholder inquiries via phone and email

Address claims issues, policy updates, premium payments, and beneficiary changes efficiently

Claims Handling

Assist policyholders through the claims process, ensuring proper documentation and timely resolution

Investigate, evaluate, and process claims, ensuring compliance with policy terms and regulations

Work closely with the claims department to facilitate smooth resolution of claims issues

Policy Maintenance and Updates

Process policy changes including address updates, beneficiary changes, and coverage modifications

Assist with policy renewals and cancellations, explaining any policy changes or options available

Ensure all policyholder requests are documented accurately and in a timely manner in the system

Compliance and Quality Assurance

Ensure all customer interactions comply with industry regulations, company policies, and ethical standards

Maintain a high level of accuracy in all records and communications

Participate in internal audits and quality assurance programs to ensure service excellence

Reporting and Documentation

Maintain detailed records of all interactions, policy changes, and claims

Generate reports on policyholder activity and provide feedback to management for process improvement

Analyze trends in customer inquiries and concerns to identify areas for service enhancement

Other:

Answer incoming phone calls, customer service, servicing the policies, change of address, changes of beneficiary, a lot of the maintenance for the policy, renewals

Job Tags

Similar Jobs

West Seattle Family Dentistry

Dental Assistant (RDA) Job at West Seattle Family Dentistry

Are you looking to expand your career in dentistry and join a great dental team? Well, you've found the right place. We are a patient care-driven and well-established general practice in West Seattle seeking an enthusiastic and motivated dental assistant to join our dynamic...

Ricoh USA, Inc.

Delivery and Install Driver Job at Ricoh USA, Inc.

 ...The Delivery & Set-Up Driver is responsible for the efficient, safe, and high-quality pick-up, delivery, and relocation of office equipment. This role may involve basic installation and networking of devices and requires compliance with all federal DOT requirements and... 

FSS Gov Solutions

ServiceNow Solutions Architect (CPG) Job at FSS Gov Solutions

 ...We are seeking a skilled ServiceNow Solutions Architect with specialized experience in Cloud Provisioning and Governance (CPG) to lead and execute our cloud management and IT operations initiatives. In this hybrid role, you will design, develop, and optimize ServiceNow... 

Orion Renewable Energy Group LLC

2025 GIS Renewable Energy Summer Internship Job at Orion Renewable Energy Group LLC

 ...summer classes) for 10-12 weeks in June, July, and August. This internship will be in-person at least 3 days per week. The role will be...  ...understanding of spatial data concepts, projection systems and data management Python language proficiency Good understanding of ArcMap... 

Addison Group

Import Export Specialist Job at Addison Group

 ...Cargowise software Coordinate with clients, international colleagues, and various vendors, such as airlines, warehouses, and trucking companies Manage billing processes and audit vendor invoices Organize delivery of air imports and process necessary documentation...