• Job Requirements:
o Assists with customer service inquiries via telephone and e-mail regarding the reporting of customer’s tax documents (W2’s, 1099’s) related to group disability insurance policies.
o Research and respond to questions related to tax documents, evaluate accuracy of documents, and process corrections as needed.
o Reviews and evaluates claim data to assist in resolution of customer’s tax inquiries.
o Analyzes customer information retrieved from multiple computer systems.
o Identifies and authenticates callers using established procedures.
o Enters information into multiple computer systems based on the customers inquiry.
o Refers customer inquiries to other departments via phone or email as appropriate to the situation.
o Customer service
o Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
o Ability to perform under stress
o Ability to work with others in a team environment, both locally and virtually.
o Confident, comfortable communicator with strong written and verbal communication skills.
o Demonstrates ability to work in a fast-paced environment.
o Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
Additional Job Requirements: This position will support the group benefits tax unit during year-end peak season by researching and responding to customer inquiries regarding their year-end tax documents for their disability benefits.
Role: Claims Contact Center II
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