Member Services Specialist

Imagine a professional innovative environment, with one of the country’s leading Catholic Membership organizations. That’s Catholic Order of Foresters (COF). Our collaborative environment, passion for service, and opportunities to serve on various internal committees positively impacting the organization’s culture and personal professional growth makes COF a great place not just to work, but to build a career. Visit https://www.catholicforester.org/ to learn more about how we serve communities around the U.S.

The Member Services Specialist exceeds expectations by providing quality customer service for COF members, producers and internal stakeholders. The team member will be introduced and trained in all areas of Agent Care/Member Services followed by an evaluation and assignment of responsibilities within the department best suited for the team member and current business needs. Team responsibilities undergo periodic review and adjustment to ensure efficient, effective and consistent delivery of an excellent customer experience.

Responsibilities:

• Interact daily via phone and email with the membership, external field force and internal team members (i.e. our customers).
• Respond to member questions, problems, and complaints promptly and with courtesy; striving to achieve resolution within the irst contact.
• Research and process requests such as policy changes, deposits, payments, withdrawals, transfers, loans, lapses, surrenders, conservation, taxation, values, statements and billing inquiries, claims, new applications, maturing contracts, beneficiaries, ownership, assignment, and more, across all lines of business ensuring proper regulatory and compliance requirements are met.
• Provide support to the Agent Care/Member Services leadership team.
• Additional duties and responsibilities as required.
• Ability to work additional hours as needed.

Job Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Knowledge, Skills, Abilities:

• Can perform a variety of duties, often changing from one task to another of a different nature.
• Excellent organizational skills; can maintain high quality of work and attention to detail.
• Must be comfortable and able to work in a fast-paced environment with fluctuating workload; can handle prioritizing assignments and manage distractions in order to meet deadlines.
• Has a flexible approach to change, constantly seeks improvements and is forward looking.
• Demonstrates a reliable, responsive, and positive work ethic with the highest degree of integrity.
• Bi-lingual in Spanish a plus.

Education/Experience:

• Bachelor’s Degree; or a minimum of 2 years of relevant experience.
• Customer service experience in insurance, finance, or a related business field preferred.
• Call center experience ideal.

Work Environment: The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job.

• Ability to work well with others in a fast-paced, demanding environment and maintain a high level of quality work.
• Typically, the position requires working on site to answer phone calls, conduct research, foster rapport and collaboration, as well as inspire a free flow of ideas, concepts, and creativity.

Because we care about our team members, we are pleased to offer the following benefits:

Competitive pay, Health insurance, Life insurance, Dental insurance, Vision Insurance, Short & Long Term Disability, EAP, Identity Theft/Legal insurance, 401(k), HSA, Paid vacation and holidays, Tuition Reimbursement