Customer Service Representative I

Forrest T. Jones & Company, Inc., and its affiliates (“FTJ”), provide insurance and insurance-related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets.

Position Summary

Responsible for responding to inquiries from policy holders, field force, and home office staff via telephone, correspondence, and personal contact. Address topics including policy provisions, company procedures, and requirements for processing policy changes, conversions, reinstatements, and exchanges.

Expectations

• Handles policy holder complaints/problems and ensures that problems are resolved and action steps are communicated to the policy holder.
• Processes policy values (ex. calculating amount of cash values, premium refund due, loan balance, or loan interest refund), death benefit requests, and policy changes.
• Performs other related duties as assigned or required.
• Ability to use web-based customer software.

Competencies

• Strong knowledge of company products
• Ability to interpret policy provisions
• Knowledge of administrative practices relating to company procedures

Requisites

• 3+ years of experience in customer services area preferred
• 3-5 years of experience with financial retirement products preferred

We offer comprehensive benefits to full-time employees including company-paid medical, STD, LTD and life insurance; voluntary dental, vision, life/AD&D insurance, 401(k) with company matching, generous paid time off and much more.

We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.

ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.