Customer Service Representative Job at Robert Half (Kansas City)

Customer Service Representative

Robert Half

Location:
United States , Kansas City

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We are looking for an experienced Customer Service Representative to join a client in Kansas City, Missouri. This is a Contract to permanent position where you will play a key role in providing exceptional support to policyholders, resolving inquiries, and ensuring customer satisfaction. The ideal candidate will bring strong communication skills, a deep understanding of financial retirement products, and a commitment to delivering high-quality service.

Job Responsibility:

Address and resolve policyholder complaints and issues, ensuring timely communication of solutions
Process various policy values, including premium refunds, loan balances, and death benefit requests
Review and implement policy changes with accuracy and attention to detail
Utilize web-based customer software to manage and track inquiries effectively
Communicate with policyholders via email and phone to address concerns and provide updates
Interpret policy provisions and explain company products to customers
Ensure compliance with administrative practices and company procedures
Collaborate with internal teams to enhance customer experience and streamline processes
Maintain detailed records of customer interactions and resolutions
Perform additional duties as assigned to support operational needs

Requirements:

Minimum of 3 years of experience in a customer service role, preferably in the financial services sector
Experience in retirement plans and financial retirement products
Strong ability to interpret and explain policy provisions
Proficiency in handling inbound and outbound calls
Skilled in using web-based software for customer support
Excellent written and verbal communication skills, including email correspondence
Knowledge of administrative practices and company procedures
High attention to detail and organizational skills

What we offer: