Provides customers with courteous customer service in person or over the phone; strives to retain present customers to serve customers’ needs. Research and processes death claims and assists with intake process.
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Reviewing and verifying insurance claims to ensure that they are complete and accurate.
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Investigating and analyzing claims to determine their validity and eligibility for payment.
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Communicating with policyholders, beneficiaries, and other stakeholders to gather information and resolve issues.
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Resolves mostly routine and some nonroutine, more complex problems and communicates solutions or requested information to the customer including, but not limited to, account balances and histories.
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Gains or has attained full proficiency in a specific area of discipline.
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Performs maintenance on accounts per customer request.
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Provides timely resolution of customer/producer complaints, concerns, and inquiries.
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Builds effective relationships and trust with producers, customers, and potential customers.
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Maintains knowledge of changes to the business environment.
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Proactively gathers and updates customer information during interactions.
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May assist with policy changes, claims, and other administrative responsibilities.
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Understand the full array of the department’s responsibilities to provide backup, when necessary
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Supports marketing campaigns and product launches.
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Processes customer transactions including but not limited to inflows or outflows of cash or cash equivalents; ensures all necessary information is in place prior to completing transaction; sends appropriate correspondence.
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Distribute all incoming correspondence, when necessary.
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Properly adheres to company risk management principles:
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Adhering and supporting GBU’s Enterprise Risk Management Framework.
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Understanding and complying with applicable laws, regulations, policies and procedures; completing all required training; executing and monitoring controls effectively (as applicable); appropriately identifying, assessing, escalating and remediating risks, potential issues and control failures (as applicable); and reporting compliance or regulatory concerns to management.
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Understanding and conducting oneself in accordance with the Employee Handbook and preserving GBU’s brand and reputation.
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Performs other related duties as assigned by management
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Claims experience preferred.
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Minimum two (2) years of customer service experience or equivalent preferred.
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Excellent customer service skills.
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Excellent verbal and written communication skills.
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Commitment to excellence and high standards.
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Strong organizational skills; able to manage priorities and workflow.
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Ability to work independently and as a member of various teams.
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Ability to understand and follow written and verbal instructions.
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Ability to perform diversified clerical functions and basic accounting procedures.
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Ability to effectively communicate with people at all levels and from various backgrounds.
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Attention to detail.
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Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
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Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
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Medical, Dental Vision
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Company paid HRA
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401(k) + match
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Pension Plan
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LongTerm & ShortTerm Disability
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Life Insurance & AD&D
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PTO and VTO (Volunteer Time Off)
GBU Financial Life is a member-owned, not-for-profit fraternal benefit society founded in Pittsburgh in 1892. Formed to provide financial security and benefits to its members. As Pennsylvania’s largest fraternal, and the nation’s sixth, GBU serves more than 60,000 members across the country with a 49-state sales and marketing footprint which will continue to grow until we are a nationwide provider. GBU partners with a network of 2,000 agents to market and distribute a variety of life insurance and retirement products, including term life, permanent life, and fixed annuities. GBU stays true to its fraternal roots, commitment, and mission by serving as an active supporter and contributor to well-known charities such as American Cancer Society, American Red Cross, and military-focused initiatives, among others. Giving back to the community and integrating the membership into service-oriented activities is an important part of GBU’s fabric and culture.
