Policyholder & Enrollment Specialist at Citizens, Inc.

, Puerto Rico, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Jul, 26

Salary

0.0

Posted On

23 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer service, Communication, Data entry, Enrollment processing, Time management, Organizational skills, Interpersonal skills, Internet skills, Attention to detail, Multitasking, Microsoft Word, Microsoft Excel, Microsoft Outlook, Numerical ability, Bilingual, Spanish

Industry

Insurance

Description

Committed to providing life insurance solutions since 1969 in the United States and globally since 1975, Citizens, Inc. is a publicly traded company (NYSE: CIA) that has maintained a listing on the New York Stock Exchange since 2002. Operating through our insurance subsidiaries, we strategically offer traditional insurance products in niche markets to capitalize on competitive advantages. With a dedicated team of employees located in Austin, Louisiana and a global network of agents, our reach extends to Latin America, Central America, and Asia. THE OPPORTUNITY Title: Policyholder & Enrollment Specialist Job Type: Full-time Non-exempt Summary: We are seeking a highly motivated Policyholder & Enrollment Specialist. The position will be responsible for: assisting new customers through the enrollment process. Customer service skills are crucial to being successful in this position. This position requires a friendly, engaging demeanor and impeccable phone manners. The ideal candidate for this position is a great communicator with the ability to build/nurture relationships virtually. WHAT YOU WILL GET TO DO 1. Customer Service & Communication * Handles questions, issues and provides detailed information on requirements and processes. * Provides guidance to applicants and prospective candidates. * Corresponds with applicants and prospective candidates. * Handle incoming phone calls, emails, and other correspondence. * Provides clerical assistance, communicates, and processes various requests by telephone, letter, fax, and e-mail. * Promotes customer retention using service recovery strategies; provides dissatisfied customers with explanations of policy benefits, provisions, and settlement options to improve customer retention and increase customer loyalty. 2. Application & Enrollment Processing * Ensures that applications are completed correctly and that the required supporting materials have been provided. * Processes enrollments. * Schedules meetings with applicants. 3. Data Entry & Record Management * Enters, updates, and reviews data and records. * Manages and maintains database entries. * Research and updates customer information in system. * Prepares and organizes file documentation. 4. Policy & Account Management * Processes policy options, policy changes, beneficiary, ownership, deceased ownership address changes, etc. * Processes various requests from policy owners, associates, and other departments. * Research accounting history. 5. Billing & Financial Processing * Assists with billing and payment processing. 6. Reporting & Administrative Support * Prepares and submits reports as directed by supervisor. * Performs other job-related duties and projects as needed. * Performs other related duties as required and assigned by Senior Manager and PHS supervisor. WHAT YOU NEED TO SUCCEED * High school diploma/GED required. * Bilingual in English/Spanish * Must have WIFI or ideally, the ability to be plugged in. * Strong organizational and time management skills. * Strong communication, interpersonal, and internet skills. * High level of accuracy and attention to detail. * Ability to multitask and prioritize. * Capable of understanding and following instructions in different formats. * Adaptable to following instructions given verbally or in writing. * Computer literacy; proficiency in Microsoft Word, Excel, Outlook, and some data entry experience * Strong numerical ability for accurate calculations. * Experience in enrollment-based work environment. (Preferred) BENEFITS (the fun stuff) As an employee of Citizens, we promise you the opportunity to make a meaningful difference in the lives of our customers, communities, and one another. We believe in fostering a culture of camaraderie, where your ideas are valued, and collaborative efforts drive innovation. Our commitment to rewarding work extends beyond professional growth to recognize your individual contributions and achievements. We take a complete approach to our employees' well-being. Our benefits package includes medical, dental, vision, short-term and long-term disability, AD&D, group term life insurance, and a matching 401k to secure your financial future. Our benefits plan allows for Virtual Visits and access to our Employee Assistance Program, showcasing our commitment to your health and work-life balance. Enjoy the added perks of generous Paid Time Off and holidays, ensuring you have the time to recharge and savor life outside of work. Join us and embrace a workplace that values not only your professional growth but also your personal fulfillment. At Citizens, our employees and customers are at the heart of everything we do. Our success as a company begins with our team of employees and departments to service our customers. That's why we strive to create an environment where employees are equipped and challenged to reach their full potential. Citizens is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, gender identity, national origin, age, disability, or veteran status. We are committed to fostering a diverse and inclusive workplace where every individual is valued, and all qualified applicants are encouraged to apply.

Responsibilities

The specialist will assist new customers through the enrollment process and handle ongoing policy management and account inquiries. They are responsible for maintaining accurate database records, processing billing, and providing high-quality customer service via phone and email.