Policy Holder Services Representative

Why Crump?

We understand that our teammates are more alike than we are different and that we are One Crump. Supported by leading technology tools and a collaborative work model, we empower our people to serve clients and support each other. Strong brands are built through consistent delivery of a company’s value proposition – for both its employees and its customers.

At Crump, we believe in investing in the teammates who work for us, supporting the business goals of the myriad professionals who work with us so they can best meet their clients’ needs, and bettering the communities that house our teammates. These beliefs have allowed Crump to maintain our standing as an industry top performer, not only as measured by sales results but, more importantly, by consistent customer and employee satisfaction and retention.

Job Summary

Performs policy holder services support for Crump’s retail businesses, servicing agents and clients by providing mail, phone and commission support. Maintain servicing relationships with agents and clients.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
• Perform incoming mail responsibilities: open hard copy mail (400-600 pieces a month) scan to correct processor and to agent, scan to case; if grace notice, confirm with carrier still outstanding, notify agent, call client to confirm they are aware.
• Call Center phone loop – answer and assist clients; research for policy or forward calls to the correct area within the team.
• Process electronic mail and agent/client/advisor requests; contact carrier with owner, beneficiary, address, premium mode changes, face amount changes and obtain bills, statements, balances, ifls, health coverage cards, process assignments, releases, cancellation or surrenders as appropriate.
• Support Health agent commission items to ensure their agent cases are paid by the insurance carrier.

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Effective interpersonal and written communication skills
• Ability to provide excellent customer service to both internal and external customers
• Effective time management skills
• Ability to prioritize and accomplish multiple tasks simultaneously
• Capable of working independently as well as in a team environment
• Ability to work in a self-directed fashion
• Experience with PC’s in a Windows environment
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products
• Ability to analyze problems and develop solutions
• Ability to communicate with individuals at all levels of the organization
• Bachelor’s degree or equivalent education, training and work-related experience
• Obtain and maintain required life/health insurance license(s)
• Prior customer service experience

Preferred Qualifications:

• Knowledge of Crump’s systems
• Familiar with Crump resources and other departments across the organization

Read Full Description