About Investors Heritage
Since 1960, Investors Heritage has offered life insurance and annuity products that help individuals plan for retirement and preserve their legacies. Headquartered in Frankfort, Kentucky and licensed in nearly every U.S. state, we combine deep regional roots with a national presence-delivering forward-thinking, tech-enabled solutions grounded in the old-fashioned value of personal service.
In 2018, Investors Heritage was acquired by Aquarian Holdings as its flagship insurance carrier. With the backing of Aquarian, success of our products and our solid partnerships, we've entered a period of strategic growth and innovation – earning multiple recognitions as one of the fastest growing life and annuity insurers in the country.
And we're not stopping there. We continue to innovate sensibly, build relationships with our partners and deliver exceptional service to our clients. Having that kind of foundation – one built on reliability, consistency, and quality – grounds everything we do at Investors Heritage. We're looking for talented, driven individuals who want to grow with us.
We are seeking a Customer Service Representative to support our Policy Administration team. A qualified candidate must be able to work both independently and as part of a team, be customer focused, detail oriented and able to work quickly and accurately in a deadline-driven environment.
Job Duties:
Manage inquiries, resolve service problems, document customer requests, and finalize policy adjustments
Processing transactions for multiple lines of businesses, systems and products
Assist clients by phone and written correspondence including email
Research and interpret life and annuity policies
Organization of print, fax and email paperwork
Scanning of documents to electronic image system
Other duties as necessary
Job Requirements:
Two years of college level studies or at least two years of customer service experience
Excellent communication (verbal and written) and interpersonal skills
Unparalleled customer service orientation
Strong attention to detail
Ability to work both independently and collaboratively in a growing business
Ability to take on new tasks as needed
Strong skills with Microsoft Office
Detail oriented and able to prioritize tasks
Demonstrates initiative and persistence
Able to exercise independent judgment
Commits to satisfying internal and external customers
Delivers clear, effective communication and commits to understanding others
Investors Heritage is an equal opportunity employer. Investors Heritage is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Investors Heritage does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Investors Heritage makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law.
Resolve buyer and seller queries, complaints, and disputes across chat, email, phone, and social media, delivering timely, empathetic support and sharing customer feedback to improve the experience.
Monitor members’ use of authorized services, coordinate reauthorizations, and resolve service barriers while partnering with members, caregivers, health plans, and internal teams to support continuity of care.
Handle customer inquiries and concerns through email and text, resolve issues with empathy, and work with customer service colleagues to identify trends and improve the e-commerce shopping experience.
Support people affected by disasters by answering inquiries, explaining FEMA assistance programs and application processes, documenting cases, and handling sensitive concerns with professionalism and empathy.
Troubleshoot customer issues across email, phone, and chat; deliver high-quality support, build expertise in a product area, and contribute to team projects and customer experience goals.
