***Not able to use 3rd Party Agencies***
Client Communication and Service Specialist
Our client is seeking a Client Communications and Services Specialist to join their team in Portland, OR. The main function of the Client Communication & Service Specialist is to respond to telephone inquiries and process change requests from individual disability and ported life insurance policy owners, agents and representatives of policy owners. You will prepare correspondence, calculations, and monitor status of requests as appropriate to ensure timely response and customer satisfaction.
Respond to a wide variety of customer service inquiries via the policy administration 800 line and e-mail alias.
Promptly and accurately summarize information about individual disability and ported life products.
Explain policy information including policy service options and contractual provisions to policy owners, producers, financial advisors and authorized 3rd parties.
Provide callers with guidance completing forms, understanding plan provisions and procedures for effecting policy changes.
Process point-of-call policy changes, including address, phone number, and email address updates and policy summaries.
Process routine and moderate complexity policy changes including name changes, beneficiary designations, agent of record changes, assignments, surrenders and reinstatements.
Prepare and coordinate periodic policy owner communications and business retention notices.
Monitor and follow-up on the status of requested work to ensure timely processing in accordance with internal and regulatory guidelines.
Prepare customized correspondence as necessary.
Solicit customer feedback to identify areas for customer service improvements; develop and modify procedures; recommend changes to internal forms, process and procedures.
Support divisional projects as assigned, particularly activities related to front-end service delivery.
Bachelor’s degree in business, economics, accounting, finance or interdisciplinary studies preferred but not required.
Experience in a high-volume customer service, insurance, brokerage, banking or accounting environment; demonstrated excellent oral and written communication skills, or the equivalent combination of education and/or relevant experience 0-2 Years' Experience.
Basic knowledge in insurance and disability plan industry.
Excellent written and verbal communication, able to interface with customers in a professional manner.
Strong attention to detail.
Ability to handle multiple tasks with frequent interruptions in a fast-paced environment.
Knowledge of company policies, ported life products, disability, and other plan offerings.
Basic computer skills including Microsoft Office.
Post-secondary education and/or training.
Benefits are available to eligible VanderHouwen contractors and include coverage for medical, dental, vision, life insurance, short and long term disability, and matching 401k.
VanderHouwen is an award-winning, Women-Owned, WBENC certified professional staffing firm. Founded in 1987, VanderHouwen has been successfully placing experienced professionals throughout the Pacific Northwest and nationwide. Our recruitment teams are highly specialized in either Technology and IT, Engineering, or Accounting and Finance career markets. Our recruiters value building meaningful, professional relationships with each candidate as well as developing honed knowledge of companies' staffing needs and workplaces. Partner with us to land your next exciting career.
VanderHouwen is an Equal Opportunity Employer and participates in E-Verify. VanderHouwen does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by applicable local, state or federal civil rights laws.”
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