Member Services Representative

What You’ll Do

• Active participation in our main call center queue - directing and handling calls as appropriate.
• Handling member inquiries which involve transaction processing or inquiries.
• Spanish as a second language is preferred.
• Generating correspondence and forms when applicable.
• Proactively resolving claims issues and ensuring action steps are communicated with Members and field force.
• Reviewing generated reports and completing necessary processing.
• Completing various projects assigned.
• Active communication with Members, Advisors, and other home office associates regarding status of Member Services.
• Provide proactive support and input into the re‑engineering/transformation of operational processes within Member Services and Operations to help facilitate company growth, improve organizational efficiency, and reduce turnaround time.

• Post‑Secondary Degree or equivalent experience in life insurance or customer service.
• A proven track record of high performance.
• Excellent communication skills that can be dynamically adjusted to different situations and audiences.
• A desire to set high expectations for yourself and then strive to exceed those expectations.
• Ability to thrive in a fast‑paced environment.
• Proven ability to improve processes that you are responsible for.

Successful candidates will be organized, detail‑oriented and able to work independently. Individuals must be able to influence other associates at all organizational levels. Candidates must be skilled in effectively prioritizing work based on a balanced assessment of impact, urgency, and priority to maximize efficiency while minimizing risk. Excellent communication skills are required with the ability to work well in a team environment.

• Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan.
• Free parking in our Home Office structure.
• Wellness subsidy program.
• Ability to work remote on Friday.
• Year‑round “Summer Fridays” with the Friday workday ending at 1:30 p.m.