Customer Service Coordinator

Feel Good About Doing Good The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products. Charity is at the core of our missions: our profits are donated to help those in need and to support our faith - $1.73B over the past ten years.

While we have many employees who are not Catholic, we follow the Church’s teachings in our investment strategies and our employee benefits. As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East. We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.

Share Your Talent. Live Your Purpose. We are a growing and purpose-driven community of professionals. Join us to discover how you can meet your goals and ours!

Overview The Customer Service Representative I position is a dynamic Contact Center position focused on the servicing of inbound telecom/email requests from both Agents and Members of KofC. Contact Center Representatives will handle complex inquiries involving Insurance and Annuity products along with Membership/Fraternal transactions. The successful CSR I will be able to thrive in a high volume - changing service environment. At all times, maintains professional, courteous and positive image to reflect positively on the Order’s image and business operations. Colleagues focus on building day-to-day working knowledge of all position specific operating systems, product offerings, roles of each Insurance Ops departments, and the role of Knights of Columbus within the Insurance Industry. As part of a pro-active service team, CSR I Reps will focus on First Call Resolution (FCR), seek to limit hold time for callers and approach all calls with enthusiasm and empathy - with a focus on fact-based handling of inquiries. New colleagues will work with their Coach/Supervisor on how to control the flow of each call, when to escalate, document calls effectively and facilitate to partner business units when the situation warrants. Colleagues will receive direct feedback on 10-15 specific calls as part of their monthly QA Assessment. Productivity will be gauged at 50% within first three months and colleagues will be expected to be fully productive by month six. These expectations will be clearly communicated along with the methodology used to gauge productivity. Annual performance is focused on Call Production, Quality Assurance, Schedule Adherence and overall teamwork. Colleagues receive feedback monthly and also participate in a mid year review.

**Core Responsibilities**

• Greets callers in a positive and professional manner; verifies security information such as but not limited to: agent id, social security #, dob, address and phone numbers.
• Engages caller, asks probing questions, to determine nature of the call and responds to the reason for the call. Use KofC administrative systems to search for the information needed to answer the callers inquiry and provide the appropriate response. Responds to general and detailed questions from policyholders and field force on life insurance, ownership rights, cash values, accounting and taxation, tax sheltered/non tax sheltered annuities (FPA, SPA, Vantage) and SPIA, settlement options and fraternal rules as appropriate and within guidelines.
• Follows procedures for release of specific policyholder information; assesses customer and field force needs for Home Office assistance. Forwards standard or special action requests to appropriate department to comply with callers request for written correspondence.
• Reviews and determines nature of email inquiries, analyzes the issue and responds appropriately or directs the inquiry to the proper department. Serves as liaison between KofCs website and appropriate departments.
• Routinely reviews departmental communications, product updates and other tools to stay current with organizational developments.
• Performs other customer-service related duties as requested by supervisor.

Skills Qualifications

• Experience providing outstanding customer service …