We are looking for a Customer Service Representative to join a team in Kansas City, Missouri in a contract-to-permanent capacity. This role focuses on delivering responsive support to policyholders, resolving service concerns with professionalism, and guiding customers through policy-related requests. The ideal candidate brings strong communication skills, confidence working with financial retirement products, and the ability to navigate web-based service tools in a fast-paced environment.<br><br>Responsibilities:<br>• Respond to policyholder inquiries and concerns by phone and provide clear, timely follow-up on next steps and resolutions.<br>• Review and complete policy-related transactions, including value calculations, premium refunds, loan balances, loan interest refunds, and benefit-related requests.<br>• Assist customers with updates and modifications to existing policies while ensuring accuracy and compliance with company guidelines.<br>• Investigate service issues thoroughly and take ownership of resolving problems to achieve a positive customer experience.<br>• Interpret policy details and explain coverage provisions, account activity, and available options in a way customers can understand.<br>• Use web-based customer service platforms to document interactions, manage requests, and maintain accurate service records.<br>• Support inbound and outbound customer communication as needed to address pending items and confirm request completion.<br>• Carry out additional service and administrative tasks that contribute to smooth daily operations.
We are looking for a Customer Service Representative to join a team in a contract-to-permanent opportunity. This role is ideal for someone who enjoys helping customers, resolving questions with care, and creating positive experiences across every interaction. The person in this position will support daily account-related activities, communicate clearly with internal and external partners, and contribute to service quality through accuracy, responsiveness, and teamwork.<br><br>Responsibilities:<br>• Respond to customer inquiries and service requests through inbound and outbound communication while delivering a detail-oriented and helpful experience.<br>• Build strong relationships with customers, clients, and internal teams to encourage confidence in the program and improve overall satisfaction.<br>• Handle routine account maintenance, including user updates, onboarding support, confirmations, approvals, and other customer-related administrative tasks.<br>• Document conversations, concerns, resolutions, and follow-up details accurately within company systems to maintain complete service records.<br>• Escalate complex or unresolved matters to advanced support teams or leadership when additional assistance is needed.<br>• Calm difficult situations with empathy and sound judgment, working to resolve concerns while preserving a high standard of customer care.<br>• Support operational workflows by preparing billings, completing launch-related communications, and assisting with new program implementation activities.<br>• Contribute to service improvement by sharing feedback, participating in training sessions, and helping strengthen documentation and internal procedures.<br>• Meet established productivity, accuracy, and service-level expectations while maintaining accountability and punctuality.<br>• Participate in team and leadership discussions to provide insights, suggest improvements, and communicate resource or process needs.