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Member Services Representative Hermann Sons Life

Member Services Representative

Full Time • Hermann Sons Life
Responsive recruiter
Benefits:
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
Hermann Sons Life
515 S. St. Mary’s St., San Antonio, TX  78205
 
Member Services Representative
Job Description

Position
We are seeking a professional, dependable and customer-focused Member Services Representative to serve as the first point of contact for members and visitors.  This role combines front desk receptionist responsibilities with back office administrative processing and moderate-volume inbound/outbound call handling.  The ideal candidate is organized, detail-oriented, personable and able to multitask effectively while balancing calls, visitor interactions and administrative processing to deliver exceptional customer service.
 
Reception & Member Service Duties
  • Maintain front desk operations and ensure a welcoming office environment.
  • Greet and assist members and visitors in a professional and friendly manner.
  • Direct calls and visitors to the appropriate individual or department.
  • Answer and manage a moderate volume of inbound/outbound phone calls.
  • Respond to member inquiries, concerns and requests promptly and accurately.
  • Provide details regarding general life insurance policy information and procedures.
  • Resolve routine member issues and escalate complex matters when necessary.
  • Receive and distribute mail, packages and deliveries. 
Back Office Processing & Administrative Support Duties
  • Process transactional requests including surrenders, beneficiary changes, ownership changes, lost certificate requests, name changes and contact information changes.
  • Enter and maintain data within company systems and databases.
  • Review documents for completeness and accuracy.
  • Assist with filing, scanning and document management.
  • Support payment processing tasks as assigned.
  • Ensure compliance with company policies and confidentiality standards.
  • Perform any and all other duties as assigned by the Vice President of Operations and COO.
Qualifications
  • Proficient with Microsoft Office and standard office equipment.
  • Basic math skills, solid attention to detail and data entry accuracy.
  • Strong written and verbal communication skills.
  • Ability to work independently and as part of a team.
  • Excellent organizational and multitasking abilities.
  • Sensitivity to confidential matters.
  • Stable work history with reliable attendance and clean background check.
  • Previous customer service, receptionist or administrative experience a plus.
Employment Specifics
This is a full-time, non-exempt position with a generous benefits package.  Regular office hours are Monday through Friday 8:00 a.m. to 4:30 p.m. 37 ½ hour work week!

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.





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U.S. Equal Opportunity Employment Information (Completion is voluntary)

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements.

Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

Hermann Sons Life