Customer Service Representative at Security Mutual Life

Security Mutual Life is seeking a Customer Service Representative with strong communication, interpersonal, and organizational skills to join its dynamic team in a highly rewarding role.

About the Company

As a leading provider of life insurance, retirement, business, and estate planning services, Security Mutual Life serves individuals, families, and businesses with innovative products designed to meet their financial protection needs. Established in 1886 and headquartered in Binghamton, New York, the company is known for its long-standing reputation for financial strength and stability.

Security Mutual Life consistently invests in cutting-edge technology, ensuring its agents and employees are equipped with the latest tools to deliver outstanding service to hundreds of thousands of policyholders nationwide.

The company is also deeply committed to community support and charitable initiatives, with employees actively engaging in donations and volunteer services across various local organizations.

Security Mutual Life values its employees as its greatest asset, offering competitive salaries, comprehensive benefits, and a work environment grounded in trust, respect, and integrity.

Position: Customer Service Representative

Salary: $18.16 to $20.07 per hour

Job Type: Full Time

Location: Remote (USA)

About the Role

As a Remote Customer Service Representative, you will answer incoming calls in a fast-paced call center environment. You will also build relationships with clients and agents and process payments and complex service requests.

The level for this position will be determined based on factors including relevant skills, experience and other qualifications.

Main Duties

  • Support resolution of incoming calls by answering questions, performing research and initiating additional processes as necessary.
  • Process billing requests, which could include billing account number changes, payment type changes (mode changes), premium letters to notify a policy owner of a payment issue, refund requests, premium payment histories, value quotes, form requests, policy reprojection requests, taxable gain calculations, policy conservation, mailing Electronic Funds Transfer forms, etc.
  • Process manual premium payments and other service requests from calls by check or phone via a checking or savings account.
  • Process authorizations to release information requests.
  • Security Mutual Life website inquiries. Handle inquiries forwarded by Corporate Communications that were made on our public website.
  • Complete insurance verifications.
  • Complete follow-up calls to request missing items and funds needed to bring policies up to date.
  • Keep records of customer interactions and transactions.

Qualifications

  • Minimum of 3 years of experience in Customer Service.
  • Minimum of 1 year of accounting experience preferred.
  • Experience in an insurance industry or call center environment.
  • Fluency in Spanish a plus.
  • Basic knowledge of Microsoft Word and Excel.
  • Excellent written and verbal communication skills.
  • Excellent data entry skills.
  • Ability to perform work accurately and thoroughly.
  • Ability to pay close attention to detail.
  • Ability to prioritize and organize a heavy workload.
  • Ability to work a flexible schedule with occasional overtime.
  • Education Required: Associate’s degree in business or related field.

Required Documents

  1. CV/Resume
  2. Cover Letter

Application Process

Interested and qualified candidates should kindly CLICK HERE to apply

Application Deadline

Open until filled