Customer Support Coordinator - Work From Home
Position Summary:
The Life and Benefit Policy Customer Support Coordinator is responsible for delivering high-quality service and administrative support to clients, policyholders, and internal teams related to life insurance and employee/group benefit products. This role involves responding to inquiries, processing policy changes, assisting with claims and billing issues, and ensuring the accurate maintenance of policy records. You will act as a critical liaison between the customer and the insurance provider, helping ensure client satisfaction and retention.
Key Responsibilities:
Customer Support & Communication
Respond to incoming calls, and emails regarding life and benefits policies in a timely, professional, and empathetic manner.
Educate policyholders on plan details, claims processes, and eligibility requirements.
Provide detailed explanations of policy provisions, billing procedures, coverage levels, and benefit options.
Policy & Enrollment Administration
Process policy changes, including beneficiary updates, coverage adjustments, cancellations, and reinstatements.
Support open enrollment activities by coordinating updating systems, and confirming accuracy of benefit elections.
Book appointment for online conference through Calendly.
Claims & Billing Support
Guide policyholders and administrators through the claims process, ensuring all documentation is collected and submitted correctly.
Resolve issues related to premium payments, invoice discrepancies, and employer billing accounts.
Coordinate with the billing, underwriting, and claims teams to ensure smooth resolution of customer concerns.
Documentation & Reporting
Maintain thorough and organized records of customer interactions, policy updates, and service resolutions.
Assist with compliance documentation to meet internal standards and external regulatory requirements.
Team Collaboration
Participate in training and cross-functional meetings to stay up to date on product changes, system updates, and best practices.
Support team performance goals and contribute to a positive, solutions-oriented culture.
Qualifications:
Experience in a customer service, benefits administration, or insurance support role (life/health insurance strongly preferred).
Working knowledge of life insurance and group benefits
Life & Health insurance license (if you don't have a license, we assist in the processing of license).
Skills & Competencies:
Strong verbal and written communication skills with a customer-first attitude.
Attention to detail and accuracy in handling sensitive customer and policy data.
Solid problem-solving skills and sound judgment when handling escalations.
Team player with a proactive approach to learning and service improvement.
Benefits Offered:
Performance-based compensation
Comprehensive health plans
Travel incentive
Career development programs
Remote work flexibility
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