FT
Customer Service Representative I
full-time•Kansas City
About this role
Forrest T. Jones & Company, Inc., and its affiliates (“FTJ”), provide insurance and insurance related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets.
Position Summary
Responsible for responding to inquiries from policy holders, field force, and home office staff via telephone, correspondence, and personal contact. Address topics including policy provisions, company procedures, and requirements for processing policy changes, conversions, reinstatements, and exchanges.
Expectations
• Handles policy holder complaints/problems and ensures that problems are resolved and action steps are communicated to the policyholder.
• Processes policy values (ex. Calculating amount of cash values, premium refund due, loan balance, or loan interest refund), death benefit requests, and policy changes
• Performs other related duties as assigned or required.
• Ability to use web-based customer software
Competencies
• Strong knowledge of company products
• Ability to interpret policy provisions
• Knowledge of administrative practices relating to company procedures
Requisites
• 3+ years experience in customer service area preferred
• 3-5 years experience with Financial Retirement Products preferred
We offer comprehensive benefits to full-time employees including company-paid medical, STD, LTD and life insurance; voluntary dental, vision, life/AD&D insurance, 401(k) with company matching, generous paid time off and much more.
We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.
ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.
What you'll do
- The representative is responsible for responding to inquiries from policyholders, field staff, and home office personnel through various communication channels regarding policy provisions and company procedures. This includes processing various policy changes such as conversions, reinstatements, and exchanges, as well as handling policyholder complaints.
About Forrest T Jones & Company
Forrest T. Jones & Company (FTJ) is an insurance agency and administrator that was established in 1953 to provide insurance products and other financial services to members of associations and other affinity groups.
FTJ currently provides insurance programs to more than 80 national associations and employer groups with more than 1.5 million members. We work with more than 30 of the nation’s leading insurance companies to provide members / employees with access to high quality insurance plans—many with special features and benefits not readily available elsewhere—at favorable group rates.
As the flagship of an enterprise that includes two life insurance companies, a reinsurance company, and a FINRA broker/dealer, FTJ offers an exceptional level of strength and flexibility for our association and affinity group clients. Throughout the years, FTJ has worked hand-in-hand with its clients in adding value to member and customer programs through quality insurance products.
FTJ has been family owned and managed since its inception, and we pride ourselves on maintaining close, personal relationships with our clients. We strive to meet their needs in a dynamic environment by applying the latest technology, marketing expertise, and our relationships in the insurance industry to attain the best possible insurance plans for their members and support those plans with old-fashioned, high-touch personal service.
The company is headquartered in Kansas City, Missouri.
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Frequently Asked Questions
What does a Customer Service Representative I do at Forrest T Jones & Company?
As a Customer Service Representative I at Forrest T Jones & Company, you will: the representative is responsible for responding to inquiries from policyholders, field staff, and home office personnel through various communication channels regarding policy provisions and company procedures. This includes processing various policy changes such as conversions, reinstatements, and exchanges, as well as handling policyholder complaints..
Is the Customer Service Representative I position at Forrest T Jones & Company remote?
The Customer Service Representative I position at Forrest T Jones & Company is based in Kansas City, Missouri, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Customer Service Representative I position at Forrest T Jones & Company?
You can apply for the Customer Service Representative I position at Forrest T Jones & Companydirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.