Customer Service Representative

Key Responsibilities

1. Act as a third-party authorized caller on behalf of the policyowner when coordinating with insurance carriers.
2. Contact insurance companies to request and obtain policy information such as policy values, ownership and beneficiary details, policy status, premiums, and riders.
3. Request, follow up, and secure necessary policy documents, including annual statements, policy illustrations, in-force ledgers, and other required forms.
4. Ensure proper authorization (Third-Party Authorization or Power of Attorney) is verified before requesting or releasing information.
5. Accurately document all interactions, outcomes, and obtained details in internal systems and task management tools.
6. Manage assigned tasks and follow-ups to ensure timely completion.
7. Adhere to company policies, regulatory requirements, and data privacy standards.
8. Coordinate with internal teams and escalate issues as needed.
9. Maint...