Security Mutual Life Insurance Company of New York
Security Mutual Life Insurance Company of New York
Founded in 1886, Security Mutual Life Insurance Company of New York offers whole, term, and universal life insurance alongside financial planning services for individuals and businesses. Its services include retirement and estate planning and asset protection, with a focus on helping policyholders plan for long-term financial security.

Customer Service Representative – Insurance

Manage customer calls, payments, and complex policy service requests at Security Mutual Life Insurance Company of New York. Build relationships with clients and agents while keeping insurance transaction records accurate.

Apraksts

  • Answer incoming calls in a busy call center.
  • Build relationships with clients and agents.
  • Process payments and complex service requests.
  • Resolve calls by answering questions, researching issues, and starting additional processes when needed.
  • Handle billing requests, including account number and payment type changes, refunds, premium payment histories, value quotes, forms, policy reprojections, taxable gain calculations, policy conservation, and mailing Electronic Funds Transfer forms.
  • Process manual premium payments and other service requests by check or phone using a checking or savings account.
  • Process loan requests by phone.
  • Respond to inquiries submitted through the SML website.
  • Handle inquiries forwarded by Corporate Communications from the public website.
  • Complete insurance verifications and policy summary requests.
  • Make follow-up calls to request missing items and funds needed to bring policies up to date.
  • Record customer interactions and transactions.

Prasības

  • At least 3 years of customer service experience.
  • At least 1 year of accounting experience preferred.
  • Experience in insurance or a call center.
  • Spanish fluency is a plus.
  • Basic knowledge of Microsoft Word and Excel.
  • Strong written and verbal communication skills.
  • Strong data entry skills.
  • Ability to work accurately and thoroughly.
  • Careful attention to detail.
  • Ability to prioritize and organize a heavy workload.
  • Flexibility to work varied schedules and occasional overtime.
  • Associate degree in business or a related field.
  • Visa sponsorship is unavailable for this position.
  • Relocation assistance is unavailable for this position.

Priekšrocības

  • Opportunity to work primarily remotely.
  • Occasional overtime.
  • Equal opportunity employer.

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201 – 500 Darbinieki
ApdrošināšanaFinanses

Manage customer and agent calls, payments, and detailed insurance policy requests for Security Mutual Life Insurance Company of New York. The role is primarily remote, with occasional work at the Binghamton or Houston office.

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