18 days old

Customer Service Rep

Kelly Services
Cedar Rapids, IA 52401
Kelly Services has a client looking for a Customer Service Representative that can maintain customer satisfaction by responding to all verbal and written communication from agents and/or insureds regarding life policies or annuities, thereby retaining policyholders and encouraging future business. Responsibility for daily work flow and prioritizing and at the same time handle all incoming calls from clients and agents. The position will be a communicator, problem solver and agent for change to provide continuous improvements.


+ Answer general incoming calls from policyholders and agents.

+ Conduct research and analysis in order to ensure successful outcomes when complexities arise.

+ Deliver accurate and prompt resolution of issues and relay necessary information by both verbal and written communication.

+ Process loans by determining the correct amount available for loans and withdrawals. Verify proper signatures. Notification to the agent of insureds intent.

+ Process surrenders by notifying the agent of the insureds intent. Verify proper signatures and necessary forms. Request any necessary additional requirements. Follow up. Verify surrender amounts. Aid the agent in conservation efforts.

+ Process Electronic Fund Transfers. Make bank changes, do increases in premiums and decreases. Make pertinent changes on the computer. Verify the change to the agent.

+ Process address changes, beneficiary changes and ownership changes.

+ Troubleshoots issues to determine the best solutions and then implement a plan.

+ Develop broad understanding of products, services, policies, procedures, regulations and laws for effective service delivery.

+ Handle inbound/outbound calls from all applicable customers including but not limited to third party contacts, client contacts, third party vendors and internal team resources.

+ Support Life insurance and Annuity business and customers.

**Required Education and Experience**

+ High School Diploma or Equivalent. College degree preferred.

+ 8 + years experience providing customer service and transaction processing support in insurance or financial services.

+ Demonstrated and effective oral, written and interpersonal communication skills.

+ Ability to work effectively with other internal teams and associates

Please send resume to or give me a call @ 414-292-9703

**Why Kelly** **** **?**

As a worker today, its up to you to take charge of your career and look for opportunities to learn, grow, and achieve your potential. Helping you find whats next is what were all about. We know whats going on in the evolving world of workjust ask the 440,000 people we employ each year. Connecting with us means getting the support, guidance, and opportunities needed to take your career where you may have never imagined.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/non-traditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.
Posted: 2020-09-02 Expires: 2020-10-03

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Customer Service Rep

Kelly Services
Cedar Rapids, IA 52401

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