[Hiring] Policyholder & Enrollment Specialist @Citizens, Inc.

Role Description

We are seeking a highly motivated Policyholder & Enrollment Specialist. The position will be responsible for assisting new customers through the enrollment process. Customer service skills are crucial to being successful in this position. This position requires a friendly, engaging demeanor and impeccable phone manners. The ideal candidate for this position is a great communicator with the ability to build/nurture relationships virtually.

What You Will Get to Do

• Customer Service & Communication
  • Handles questions, issues and provides detailed information on requirements and processes.
  • Provides guidance to applicants and prospective candidates.
  • Corresponds with applicants and prospective candidates.
  • Handles incoming phone calls, emails, and other correspondence.
  • Provides clerical assistance, communicates, and processes various requests by telephone, letter, fax, and e-mail.
  • Promotes customer retention using service recovery strategies; provides dissatisfied customers with explanations of policy benefits, provisions, and settlement options to improve customer retention and increase customer loyalty.
• Application & Enrollment Processing
  • Ensures that applications are completed correctly and that the required supporting materials have been provided.
  • Processes enrollments.
  • Schedules meetings with applicants.
• Data Entry & Record Management
  • Enters, updates, and reviews data and records.
  • Manages and maintains database entries.
  • Research and updates customer information in system.
  • Prepares and organizes file documentation.
• Policy & Account Management
  • Processes policy options, policy changes, beneficiary, ownership, deceased ownership address changes, etc.
  • Processes various requests from policy owners, associates, and other departments.
  • Research accounting history.
• Billing & Financial Processing
  • Assists with billing and payment processing.
• Reporting & Administrative Support
  • Prepares and submits reports as directed by supervisor.
  • Performs other job-related duties and projects as needed.
  • Performs other related duties as required and assigned by Senior Manager and PHS supervisor.

Qualifications

• High school diploma/GED required.
• Bilingual in English/Spanish.
• Must have WIFI or ideally, the ability to be plugged in.
• Strong organizational and time management skills.
• Strong communication, interpersonal, and internet skills.
• High level of accuracy and attention to detail.
• Ability to multitask and prioritize.
• Capable of understanding and following instructions in different formats.
• Adaptable to following instructions given verbally or in writing.
• Computer literacy; proficiency in Microsoft Word, Excel, Outlook, and some data entry experience.
• Strong numerical ability for accurate calculations.
• Experience in enrollment-based work environment. (Preferred)

Benefits

• Medical, dental, vision, short-term and long-term disability, AD&D, group term life insurance.
• Matching 401k to secure your financial future.
• Virtual Visits and access to our Employee Assistance Program.
• Generous Paid Time Off and holidays.