Description Job Title: Policy Service Representative Trainee Department: Policy Service Reports To: Jennifer Schulze Location: Home Office Job Type: Full Time Commitment to Core Values At Illinois Mutual, our culture is …
Skills: Customer Service, Call Center Operations, Oral Communication, Written Communication, Microsoft Office
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$33k–$34k/yr
Full-time
associate degree
Compressed 4 1/2-day work week, Employee medical insurance, Life insurance, Disability insurance, Paid time-off, Paid holidays
Posted 10h ago
~40 hrs/week
Responsibilities
Provide customer service via phone, email, and written correspondence to policyowners and agents. Process basic requests such as beneficiary changes and coverage verifications while meeting department service level agreements.
Requirements
An Associate's Degree and one year of customer service experience are required. Proficiency in Microsoft Office and strong communication skills are essential, with insurance industry experience and Spanish bilingualism preferred.
Full job description
Description
Job Title: Policy Service Representative Trainee
Department: Policy Service Reports To: Jennifer Schulze Location: Home Office Job Type: Full Time
Commitment to Core Values
At Illinois Mutual, our culture is built around our four core values. These values shape how we operate and define our expectations of each team member’s contributions:
Be honest, reliable and respectful
Think of other first
Work together to create results
Stand out with personal, caring service
Job Summary
The Service Representative Trainee provides customer service through phone calls and incoming requests from our policyowners, agents or other customers under direct supervision. This position reports to the Call Center Supervisor.
Primary Responsibilities
Manage large amounts of phone calls in a call center environment
Answer customer inquiries by phone, email or written correspondence
Process basic customer requests to include (but not limited to) beneficiary changes, assignments, review of forms and verification of coverage and update policy information accordingly
Develop knowledge and skill base to properly apply company processes and use all systems
Provide accurate, valid and complete information using departmental processes and procedures
Identify and assess customers’ needs to achieve satisfaction
Acquire and demonstrate basic knowledge of all policy types
Properly escalate difficult or complex service situations as necessary
Meet documented, department service level agreements, quality goals and quantity goals
Attend and participate in team and department meetings
Assist other team members as needed
Other duties as assigned that affect the Policy Service department
Anticipated Salary: $33,000 - $34,000
Benefit Overview: We strive for our employees to feel appreciated and supported, both professionally and personally. Our comprehensive benefit and discount package that meets a variety of needs is one way we demonstrate this. Some of our most admired benefits include:
Compressed 4 1/2-day work week (Half-Day Fridays)
No monthly premium cost for employee medical, life and disability insurance coverage
Paid time-off accrual, including annual rollover; and paid holidays
Competitive 401(k) plan with immediate vesting on Company contributions
Discounted on-site employee cafeteria
On-site exercise facility and company-provided exercise time
Tuition reimbursement and training incentives
Access to voluntary dental and vision insurance coverage
Qualifications
Associate’s Degree required
One year of customer service experience required, call center preferred
Prior insurance industry experience preferred
Possess clear, concise oral and written communication skills
Patient, empathetic and passionately communicative
Customer driven and ability to adapt and respond to differing personalities
Ability to effectively prioritize and monitor work to achieve timely results
Ability to maintain confidentiality and adhere to privacy standards
Ability to learn systems processes and procedures quickly
Ability to maintain professionalism at all times
Ability to multi-task and effectively meet deadlines
Flexible and adaptable to changes
Detail oriented
Strong initiative and solid judgment abilities and skills
Ability to work successfully in a team environment
Proficiency in Microsoft Office Programs
Strong mathematical skills
Bilingual skills preferred (Spanish)
Required Competencies (Proficiency Level)
Accountability (1)
Continuous Learning (1)
Customer Focus (1)
Integrity (1)
Organizational Awareness (1)
Teamwork (1)
This job description is intended to provide a general overview of the position and does not include every detail of the role. Responsibilities and expectations may be subject to change based on Company needs.
We help people achieve and safeguard their financial security.
Industry
Insurance
Company size
51-200 employees
Founded
1910
Headquarters
Peoria, IL
LinkedIn followers
4,363
Founded in 1910 by the same family that leads the company today, Illinois Mutual is a trustworthy, experienced and caring provider of life insurance, disability insurance and voluntary worksite insurance products. Committed to serving the middle market, we help people achieve and safeguard their financial security.
Our Financial Strength Rating of A- (Excellent) by A.M. Best is just one way we demonstrate our strong commitment to our employees, agents and policyowners. Here are some others:
• We pay 100% of our agents’ appointment fees.
• To assist with work-life balance, employees have a compressed work week.
• Employee benefits include complimentary medical, life and disability coverage.
• Our sales support team answers agent calls in about 60 seconds on average and has an average of 15 years of experience.
• We are proud to call our Company Great Place to Work-Certified™, with 9 out of 10 employees calling Illinois Mutual a great place to work. Learn more about our Certification™ at ilmutual.co/GPTW.
Contact us today and experience and be a part of delivering the personal “family” service Illinois Mutual is known for providing.
Offices: 300 S.W. Adams St., Peoria, IL 61634, US
Disability Income InsuranceLife InsuranceWorksite InsuranceMiddle AmericaCustomer Serviceand Financial StabilityFinanceInsuranceFinancial Services
How many Administrative jobs are open in Peoria, IL right now?
There are currently 179 open administrative positions in Peoria, IL listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Peoria, IL?
Companies currently hiring include OSF HealthCare, Carle Health, Heartland Health Services - Central Illinois, RLI Insurance Company, ABM Industries, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Peoria, IL?
Yes — 21 of the 179 open administrative positions offer remote or hybrid work (2 remote, 19 hybrid).
How do I apply for Administrative jobs in Peoria, IL?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.