Payments & Benefits Representative I

Mutual Trust Oak Brook , IL 60523

Posted 5 months ago

PAYMENTS AND BENEFITS REPRESENTATIVE I

LIFE INSURANCE INDUSTRY

THE OPPORTUNITY: Mutual Trust Life Insurance Company is looking for an experienced Customer Service Representative for our Policy Owner Services group. This position will be a temp-to-hire position. Our Payments and Benefits Representatives make a solid contribution to the Company's sales, persistency, and profitability goals when proving outstanding customer service to our policyholders and agents by responding to coverage inquiries and changes, in a helpful, timely, and accurate manner.

DAY TO DAY ACTIVITES:

  • Communicates with customers and agents via telephone, correspondence, and electronic communication on standard and non-complex requests and changes.

  • Complete requests for policy projections for future activity on a policy.

  • Processes billing mode changes on policies, which include adding removing, and changing automatic draft mode for premium and loan payments.

  • Processes cash transactions received via lock box and direct daily cash receipts.

  • Process non-sufficient funds (NSF) check transactions, returned electronic payments received on Returned ACH report and billing error report.

  • Process any and all billing transactions that need to be completed.

  • Complete any service requests (beneficiary, ownership) changes when requested.

  • Process and complete any in force policy requests that are received and process within the processing standard time.

  • Answer questions in regards to 1099 inquiries.

  • Provide World Class Customer Service.

PRINCIPAL CHALLENGES:

  • Prioritize work to address immediate concerns while balancing workflow and telephone inquiries.

  • Understand Mutual Trust's product and services.

  • Change focus as demands change, make immediate changes to day to day functions for coverage purpose.

  • Basic math skills.

  • Basic accounting experience.

WHAT IT TAKES TO SUCCEED: Accountability, teamwork, and customer focus are required competencies. Additionally, the person who will succeed in this role will demonstrate flexibility, organizational skills, attentional to detail, strong commitment to quality, and strong problem solving skills all while providing world class customer service.

YOUR PROFILE:

  • High School Diploma or equivalent required.

  • Two years consecutive work experience in customer service or a general office position.

  • At least one year experience with inbound or outbound calls.

  • Professional communication skills as demonstrated by the ability to compose business letters and verbally communicate information in a clear and effective manner.

  • Demonstrated basic math skills.

  • Proficient in Microsoft Office Suite.

PREFERENCES:

  • Life Insurance experience a plus.

  • Spanish speaker a plus.

OUR PROFILE: Mutual Trust Life Insurance Company has been a "Chicago's 101 Best and Brightest Companies to Work For" for 11 consecutive years, and on the National "Best and Brightest" list since 2011. We hope you'll take time to check out our website at www.mutualtrust.com to learn why! Check out the videos on our Career Pages to hear what our employees say sets us apart.

We are a leader in the personal life insurance industry with a primary focus on participating whole life products. We are proud of our 110 years in business, our strong company values, our commitment to long-term relationships, and our AM Best rating of Excellent, and our Fitch rating of A. These ratings are a testament to our stability and strong leadership. We are a member of the Pan American Life Insurance Group, an equally strong a long-standing insurance company.

We offer competitive compensation, comprehensive employee benefits, and opportunities for career development and advancement. We invest in our employees, cultivating a results-oriented work environment that is based on respect and accountability, and we reward high performance.

If you are high-energy, like to be challenged, and enjoy a dynamic, innovative environment that provides multiple opportunities to contribute, as well as a broad base of responsibilities, we are the right company for you! In addition to market competitive salary and benefits, we offer:

Work-life balance

Professional development, tuition reimbursement and industry education

Friendly and collaborative environment

Paid holidays and generous time off plan

Summer Hours

On-site exercise facility

On-site subsidized cafeteria
401(k) with generous Company match

Charitable giving programs & volunteer time off

Committee involvement opportunities

We're excited about the opportunity to add a new team member to our Policy Owner Services team and we look forward to meeting the person who will provide excellent service to our customers. If that's you, please apply at https://www.mutualtrust.com/content/careers.aspx. Applications that do not include salary history may not be considered.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Benefits Analyst (Contract) Human Resources

Crowe Horwath

Posted 7 days ago

VIEW JOBS 10/16/2019 12:00:00 AM 2020-01-14T00:00 Job Summary The Total Rewards team is looking for a Benefits Analyst to support the Total Rewards function by performing various analyses using benefits data. They will support daily administration of firm wide health, welfare and ancillary programs including data feed and integration activities in Workday benefits. They will supports the development of new or enhanced benefit programs and provide assistance to employees with benefit plan or claims questions via the dedicated mail box and through maintenance of benefits digital assistant tool. The Benefits Analyst will maintain relationships with vendors, contribute to annual renewal process and will partner with team members to support annual open enrollment, plan renewals, and wellness initiatives and overall benefit plan performance. The will be in charge of communicating with, supporting and guiding BU People Operation teams to ensure employee benefits are appropriately and consistent with firm policy and plan documents. This is a temporary position is anticipated through January 2020. Company Overview Your Journey at Crowe Starts Here: At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophisticated process frameworks and enabling technologies, along with their commitment to delivering measurable results that help clients build business value. Our focus on emerging technology solutions along with our commitment to internal career growth and exceptional client value has resulted in a firm that is routinely recognized as a "Best Place to Work." We are 75 years strong and still growing. Come grow with us! Qualifications * Minimum of four years of experience in Human Resources (Possession or course work completed towards benefit Certification is preferred) * Position requires broad, but solid knowledge of: * Benefit Plans and Benefit related data * HRIS benefit modules – preferably Workday and/or SAP * Analytical tools, approaches and data summarization methods * Experience working with employees to resolve sensitive and or complex issues * Experience working benefit carriers and vendor management * Governmental Regulations such as HIPAA, COBRA, FMLA, etc. * Skilled in MS Office Excel and Word * Professional Communication skills * Education - Bachelor's Degree in Business Administration or related field (ideally with Human Resource concentration). More about Crowe: Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. EOE M/F/D/V Crowe Horwath Oak Brook IL

Payments & Benefits Representative I

Mutual Trust