Insurance Customer Service Representative


This position is primarily responsible for providing generalized customer service to all internal and external customers of the organization. This position is responsible for emphasizing certificate holder services, providing all the insurance members of the society by performing the following duties.

Essential Duties and Responsibilities

Core duties and responsibilities include the following. Other duties may be assigned.

  • Processes daily monetary requests that include but are not limited to, loans, surrenders, partial surrenders, 1035 exchanges replacements and conversions.
  • Processes daily non-monetary requests that include but are not limited to, address changes, beneficiary changes and ownership changes.
  • Provides support for annual/quarterly informational and monetary exchanges with members that include but are not limited to Required Minimum Distribution letters, 1099 letters and dividend distributions.
  • Provides telephone support, and answers day-to-day questions posed by members, agents and internal staff.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience     

Associate’s degree (A.A.) or equivalent from two-year college or technical school; and five plus years related experience and/or training; or equivalent combination of education and experience.

Interested and qualified candidates should sent their resume to: [email protected]