Customer Service Representative - Eldred, PA, United States - Oceanic Ventures

James Miller

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James Miller

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Freelance
Description

Job Description:

Location:
Eldred, PA


Responsibilities:

  • Providing qualified customer service for all business transactions, taking into account the specific requirements of direct insurance and reinsurance in occupational pension schemes
  • Providing information and advice to R+V field staff, brokers, external service providers, and other authorized individuals on all questions related to policy issuance and nonmedical risk assessment for life insurance applications, as well as existing life insurance contracts
  • Reviewing and processing legal and technical inquiries, as well as handling contract changes and claims processes and the necessary correspondence
  • Preparing certificates and confirmations, as well as requesting necessary documents
  • Independently managing special or sensitive customer relationships
  • Processing and clarifying collections in connection with new business and business transaction processing
  • Taking on temporary or permanent special tasks as needed and actively participating in various projects.

Profile / Requirements:

  • Completed commercial training, preferably as an insurance and finance clerk
  • Indepth knowledge of legal principles in the insurance business
  • Knowledge in the field of occupational pension schemes ideally, you have completed additional training as a "Specialist (m/f/d) for occupational pension schemes" or an equivalent qualification
  • Good knowledge of Microsoft Office products
  • Customer and salesoriented thinking and weighing in the company's interest
  • Communication skills combined with a customer and serviceoriented work style
  • Independent and structured work style.

R+V Lebensversicherung AG

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