Skip to Main Content
← Back to Jobs

Customer Service Rep

Veterans Sourcing Group San Francisco, CA
  • Posted: over a month ago
  • Other
Job Title: Customer Service Rep
Location: San Francisco, Ca
Duration: 12 Months + Extension




Job Description:

Primary Responsibilities
• Provide excellent day-to-day customer service to agents, clients, and Field Management, either in person, over the phone, or through electronic communication
• Support agency management in the on-boarding of new agents
• Participate in event planning for training sessions, kick-off events and other meetings
• Process agent contract and license requirements; resident and non-residence requirements, license renewals, and funds related to contract and license functions
• Support agency management in supervision of agents including review and documentation of Supervisory Interview and Inspection (SII) process and preparing reports
• Coordinate underwriting requirements by interacting with agents, clients, outside medical vendors, and underwriters
• Assist with workflow of applications for life products, annuities, contract changes, policy billing and initial and downstream accounting entries related to the new business process

Qualifications
• Associates, or Bachelor's degree preferred, or equivalent years of related experience
• The ideal candidate should have 2 or more years of customer service and administrative experience
• Strong computer skills with proficiency in the Microsoft Office Suite
• Demonstrated ability to multitask effectively
• Strong written and verbal communication skills required

Shift information:
  • ¿Candidates should be flexible to work any 7.5-hour shift between 8:30 AM – 5:00 PM during the work week.
  • Provide excellent day-to-day customer service to agents, clients, Field Management, either in person, over the phone, or through electronic communication.
  • Assist in workflow of applications for life products, annuities, contract changes, policy billing, and initial and downstream accounting entries related to the new business process
  • Also, will assist with agent contract and licensing requirements.

Veterans Sourcing Group

Address

San Francisco, CA
94105 USA

What email should the hiring manager reach you at?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

What email should we contact you at once we get salary info from the hiring manager?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.

Our qualification feature is only available to registered members - what email address would you like for us to keep on file?

By clicking the button above, I agree to the ZipRecruiter Terms of Use and acknowledge I have read the Privacy Policy, and agree to receive email job alerts.