Position: Customer Service Rep
Location: San Antonio, TX (Onsite)
Duration: FTE/ Direct Hire
Job Description
The Customer Service Representative plays a key role in supporting the life insurance application process. This position is responsible for contacting applicants to schedule medical examinations and ensuring smooth workflow handoff to Case Associates and Underwriters once appointments are confirmed. The representative will provide exceptional customer service while maintaining accuracy, efficiency, and compliance throughout the process.
Key Responsibilities
Applicant Engagement & Welcome Calls
Make professional, courteous welcome calls to life insurance applicants.
Provide clear guidance on next steps in the application process and respond to initial questions.
Application & Case Review
Review applications and case notes regularly to ensure adherence to medical, financial, and regulatory requirements.
Identify missing information or requirements and take appropriate action to support timely case progression.
Outbound Communication & Scheduling Support
Conduct proactive outbound calls to assist applicants in scheduling their medical examinations with approved vendors.
Offer support and resources to help applicants complete outstanding requirements.
Underwriting & Workflow Support
Work closely with Underwriters and Case Associates to expedite case closures.
Communicate updates effectively and ensure smooth handoff of scheduled cases to the appropriate teams.
Qualifications & Skills
Strong telephone communication skills with a professional and friendly demeanor.
Excellent interpersonal, verbal, and written communication abilities.
Ability to follow conversation flows and document interactions accurately and thoroughly.
Strong organizational and time-management skills; able to multitask effectively in a fast-paced environment.
Familiarity with life insurance processes preferred.
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