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Customer Service Representative

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Kansas City

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Category:
Customer Service

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We are looking for a dedicated Customer Service Representative for a client in Kansas City, Missouri. In this Contract to permanent position, you will play a key role in assisting policyholders, addressing their concerns, and ensuring a seamless customer experience. This opportunity is ideal for individuals with a background in financial retirement products and a passion for delivering exceptional service.

Job Responsibility:

  • Respond to policyholder inquiries and complaints, ensuring swift resolution and clear communication of solutions
  • Answer inquiries on premium refunds, loan balances, loan interest refunds, and death benefit requests
  • Handle policy changes and updates with attention to accuracy and compliance
  • Utilize web-based customer service software to manage and track interactions efficiently
  • Maintain a thorough understanding of company products and services to provide accurate information
  • Interpret policy provisions and explain administrative procedures to customers
  • Collaborate with internal teams to address complex issues and enhance customer satisfaction
  • Generate and manage email correspondence with customers to resolve inquiries
  • Answer inbound calls professionally and manage outbound follow-ups as needed

Requirements:

  • Minimum of 3 years of experience in a customer service role, preferably within the financial sector
  • Familiarity with financial retirement products, with 3-5 years of related experience preferred
  • Strong knowledge of company products and ability to interpret policy provisions
  • Proficiency in using web-based customer service platforms
  • Exceptional verbal and written communication skills
  • Proven ability to handle customer complaints and resolve issues effectively
  • Detail-oriented with the ability to manage multiple tasks simultaneously
  • Strong understanding of administrative practices related to company procedures
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
March 26, 2026

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