Customer Service Representative

POSITION SUMMARY: Assist with internal and external customer request, assist with phone duties, prepares/ sends necessary forms for drops/transfer/beneficiary changes, Key FMs for deaths, drops, transfers, prepares duplicate policies, filing, or any other similar job-related duties as assigned.

ESSENTIAL FUNCTIONS:

1. Assist with internal and external customer request

2. Assist with phone duties

3. Prepares/sends necessary forms for customer service request

4. Check cash policy claims for any that need change of beneficiary form

5. File paid claims

6. Prepares duplicate policies

OTHER RESPONSIBILITIES:

1. Prepares/mails weekly statements for former Co-Operative policyholders
2. Prepares monthly income distribution
3. Prepares monthly policy loan interest statements
4. Cross train with other Administrative staff
5. Make changes for Christeson, Marion County Burial, post claim in folder & laserfische
6. Other similar job-related duties as assigned