Customer Service Representative II

Argo Group International Holdings, Inc . and American National, US based specialty P&C companies, (together known as BP&C, Inc.) are wholly owned subsidiaries of Brookfield Wealth Solutions, Ltd. ("BWS"), a New York and Toronto-listed public company. BWS is a leading wealth solutions provider, focused on securing the financial futures of individuals and institutions through a range of wealth protection and retirement services, and tailored capital solutions.

Job Description

PURPOSE OF THE JOB :

The Customer Service team is responsible for providing effective customer service to clients in response to inquiries, concerns and requests about products and services. By using active listening skills, they ascertain the reason the client is contacting the company and provide them a resolution resulting in a positive client experience. Most of the inquiries received involves extensive data verification and attention to detail, to maintain confidentiality and integrity of data.

ESSENTIAL FUNCTIONS :

• Possesses and strengthens working knowledge and understanding of applicable products and services (and possibly systems) as well as procedures of all servicing departments within particular business area and of company.
• Strengthens knowledge of what back office tasks are needed when and for what duties and begins to master multi-tasking and prioritizing those tasks, such as documenting files, preparing and sending letters / forms and completing process workflows to complete client services.
• Handles or escalates client complaints, directing unresolved issues to the appropriate resource.
• Possesses working knowledge of all data processing systems and software in disseminating policy status, policy data, and more to authorized parties in order to handle inquiries from all interested parties.
• Acts as a liaison between company and external collections agency; supplied payments, adjusts collections balance accordingly.
• Handles possible cancelled policies and completes daily invoices.
• Performs basic accounting duties when collections are received; completes ledger, reconcile, generates ACH to external collection agency (for approval and processing).
• Manages large amounts on incoming service inquiries received through a variety of communication channels. Handles or escalates client complaints, directing unresolved issues to the appropriate resource.
• Provides verification of benefits (VOB) to providers, ensuring accurate policies and their respective coverages are being relayed and executed appropriately.

REQUIRED QUALIFICATIONS :

GED may be considered in lieu of a high school diploma.

PREFERRED QUALIFICATIONS :

OCCUPATIONAL REQUIREMENTS :

JOB FAMILY :

Customer Service Representative (U1)

Customer Service Representative II (U2)

Sr Customer Service Representative (U3)

Lead Customer Service Representative (U4)

PLEASE NOTE :

Applicants must be legally authorized to work in the United States. At this time, we are not able to sponsor or assume sponsorship of employment visas.

If you have a disability under the Americans with Disabilities Act or similar state or local law and you wish to discuss potential reasonable accommodations related to applying for employment with us, please contact our Benefits Department at 210-321-8400.

Notice to Recruitment Agencies :

Resumes submitted for this or any other position without prior authorization from Human Resources will be considered unsolicited. BWS and / or its affiliates will not be responsible for any fees associated with unsolicited submissions.

We are an Equal Opportunity Employer. We do not discriminate on the basis of age, ancestry, color, gender, gender expression, gender identity, genetic information, marital status, national origin or citizenship (including language use restrictions), denial of family and medical care leave, disability (mental and physical) , including HIV and AIDS, medical condition (including cancer and genetic characteristics), race, religious creed (including religious dress and grooming practices), sex (including pregnancy, child birth, breastfeeding, and medical conditions related to pregnancy, child birth or breastfeeding), sexual orientation, military or veteran status, or other status protected by laws or regulations in the locations where we operate. We do not tolerate discrimination or harassment based on any of these characteristics.

The collection of your personal information is subject to our HR Privacy Notice

Benefits and Compensation

We offer a competitive compensation package, performance-based incentives, and a comprehensive benefits program-including health, dental, vision, 401(k) with company match, paid time off, and professional development opportunities.