Member Services Representative

Member Services Representative

Catholic Financial Life (CFL) has an exciting opportunity available for a Member Service Representative to join our team! The individual will be part of our Member Services Department, which is within the Insurance Operations of CFL. Opportunities within the Insurance Operations may arise which would be dependent on the demands of CFL. They will report to the Member Services Directors. This is an important position with high visibility to Members and Advisors. The ideal candidate must have a passion to provide superior customer service to CFL Members, Advisors, and home office associates.

WHAT YOU’LL DO

As a Member Services Representative, you will:

• Active participation in our main call center queue - directing and handling calls as appropriate.
• Handling member inquiries which involve transaction processing or inquiries.
• Spanish as a second language is required
• Generating correspondence and forms when applicable.
• Proactively resolving claims issues and ensuring action steps are communicated with Members and field force.
• Reviewing generated reports and completing necessary processing.
• Completing various projects as assigned.
• Active communication with Members, Advisors, and other home office associates regarding status of Member Services.
• Provide proactive support and input into the re-engineering/transformation of operational processes within Member Services and Operations to help facilitate company growth, improve organizational efficiency, and reduce turnaround time.

QUALIFICATIONS

• Post-Secondary Degree or equivalent experience in life insurance or customer service.
• A proven track record of high performance.
• Excellent communication skills that can be dynamically adjusted to different situations and audiences.
• A desire to set high expectations for yourself and then strive to exceed those expectations.
• Ability to thrive in a fast-paced environment
• Proven ability to improve processes that you are responsible for

Successful candidate will be organized, detail oriented and able to work independently. Individual must be able to influence other associates at all organizational levels.

Candidate must be skilled in effectively prioritizing work based on a balanced assessment of impact, urgency, and priority in order to maximize efficiency while minimizing risk. Excellent communication skills are required with the ability to work well in a team environment.

WHAT WE OFFER

• A generous base salary plus short-term incentive bonus eligibility
• Access to a full Group Benefits Package including health, life and disability insurance plus a 401(k) plan
• Free parking in our Home Office structure
• On-site wellness amenities including our rooftop pool and workout room
• Wellness subsidy program
• In office Monday-Thursday and work from home option on Friday
• Year-round “Summer Fridays” with the Friday workday ending at 1:30 p.m.

ABOUT CATHOLIC FINANCIAL LIFE

Through services including life insurance, retirement planning, education savings and more, Catholic Financial Life has been helping its members protect their financial lives for more than 150 years. With assets of $1.7 billion and members across the United States, Catholic Financial Life’s strength comes from being a different kind of financial community. As a member-owned organization, Catholic Financial Life’s longevity and success are a result of being a trusted financial partner. Kroll Bond Rating Agency (KBRA) recently upgraded Catholic Financial Life's Insurance Financial Strength Rating (IFSR) to an A with a stable outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace ten years in a row.
Catholic Financial Life is an Equal Opportunity Employer

Our Mission...
We're a faith-based membership organization which puts Catholic values in action by:

• Serving God through serving others;
• Providing financial security; and
• Enhancing quality of life