Member Services / Claims Customer Service Representative
Do you have a passion to help others? Catholic Financial Life (CFL) has an exciting opportunity available for a Customer Service Representative to join our team! As a Customer Services Representative at Catholic Financial Life, you will be part of our Insurance Services Department. You will be primarily responsible for delivering exceptional member experiences (EMEs) to our customers (members, advisors and brokers). You will report to the Member Services and Claims Directors and be a part of the Catholic Financial Life family. As an ideal candidate, you will have a passion to provide superior customer service to CFL members, advisors and associates. Beyond delighting our members, you will be an active participant in our digital member services center transformation!
WHAT YOU’LL DO
The successful candidate will be organized, detail oriented and able to work independently. Individual must be able to influence other associates at all organizational levels.
Candidate must be skilled in effectively prioritizing work based on a balanced assessment of impact, urgency, and priority to maximize efficiency while minimizing risk. Excellent communication skills are required with the ability to work well in a team environment.
WHAT WE OFFER
About Catholic Financial Life:
Through services including life insurance, retirement planning, education savings and more, Catholic Financial Life has been helping its members protect their financial lives for more than 150 years. With assets of $1.7 billion and members across the United States, Catholic Financial Life’s strength comes from being a different kind of financial community. As a member-owned organization, Catholic Financial Life’s longevity and success are a result of being a trusted financial partner. Kroll Bond Rating Agency (KBRA) recently affirmed the organization’s A- financial strength rating and upgraded it to a positive outlook. It has been recognized by the Milwaukee Journal Sentinel as a Top Workplace nine years in a row.
Catholic Financial Life is an Equal Opportunity Employer
We're a faith-based membership organization which puts Catholic values in action by: