Policyholder Services Representative

Policyholder Services Representative

Oxford Life Insurance Company was founded in 1965 and is a member of U-Haul Holding Company, a publicly traded financial holding network. U-Haul Holding Company's other significant holdings include U-Haul International, Republic Western Insurance Company & AMERCO Real Estate Company. Our fast-paced, growing company is seeking eager, qualified, customer-centric individuals to join our team in Phoenix, AZ.

We are seeking a qualified Customer Services Representative to join our Customer Contact Department. The ideal candidate will answer inbound calls from clients and agents referring to both new and existing policies for Life Insurance, Annuity and Medicare Supplement. The CSR will be responsible for providing quality customer service on every call, documenting all necessary information, processing requests and make outbound follow up calls when necessary.

This list is not exhaustive and may be supplemented as necessary.

• Understand callers' needs in order to provide exceptional service.
• Learn our products and processes, inside and out, by hands-on, peer-based training so you can act as a subject matter expert.
• Work in several systems in order to obtain the information needed to assist callers.
• Ability to hold a conversation while accurately documenting (typing) your call and the information discussed.
• Answer inbound calls / Make outbound follow up calls.
• Remain calm and respond appropriately when callers are stressed or upset.
• Work independently and provide quality customer service on all calls.
• Maintain a high level of professionalism and establish positive rapport with every caller.
• Maintain acceptable and predictable attendance.
• Assist other team members when necessary.
• Assist Supervisor with projects / additional items when needed.
• Interact with other departments via phone or email effectively and professionally.

Training through Microsoft Teams and Zoom

Technical Requirements "Must Have" :

Required :

Preferred :

Company Benefits :

U-Haul is an equal opportunity employer. All applications for employment will be considered without regard to race, color, religion, sex, national origin, physical or mental disability, veteran status, or any other basis protected by applicable federal, provincial, state, or local law. Individual accommodations are available on requests for applicants taking part in all aspects of the selection process. Information obtained during this process will only be shared on a need to know basis.