Customer Service - Insurance

The Customer Service Representative plays a key role in supporting the life insurance application process. This position is responsible for contacting applicants to schedule medical examinations and ensuring smooth workflow handoff to Case Associates and Underwriters once appointments are confirmed. The representative will provide exceptional customer service while maintaining accuracy, efficiency, and compliance throughout the process.

Key Responsibilities

Applicant Engagement & Welcome Calls

Make professional, courteous welcome calls to life insurance applicants.

Provide clear guidance on next steps in the application process and respond to initial questions.

Application & Case Review

Review applications and case notes regularly to ensure adherence to medical, financial, and regulatory requirements.

Identify missing information or requirements and take appropriate action to support timely case progression.

Outbound Communication & Scheduling Support

Conduct proactive outbound calls to assist applicants in scheduling their medical examinations with approved vendors.

Offer support and resources to help applicants complete outstanding requirements.

Underwriting & Workflow Support

Work closely with Underwriters and Case Associates to expedite case closures.

Communicate updates effectively and ensure smooth handoff of scheduled cases to the appropriate teams.

Qualifications & Skills

Strong telephone communication skills with a professional and friendly demeanor.

Excellent interpersonal, verbal, and written communication abilities.

Ability to follow conversation flows and document interactions accurately and thoroughly.

Strong organizational and time-management skills; able to multitask effectively in a fast-paced environment.

Familiarity with life insurance processes preferred.

TCS Employee Benefits Summary

Discretionary Annual Incentive.

Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.

Family Support: Maternal & Parental Leaves.

Insurance Options: Auto & Home Insurance, Identity Theft Protection.

Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement.

Time Off: Vacation, Time Off, Sick Leave & Holidays.

* Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.

Salary Range: $38,000 - $43,000 per year

Location

San Antonio, TX

Job Function

BUSINESS PROCESS SERVICES

Role

Information Process Enabler

Job Id

412263

Desired Skills

Customer Service

Salary Range

$38,000-$43,000 a year

Desired Candidate Profile

Qualifications : Diploma