Policyholder Services Representative I

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🏈 Alabama – Remote

🏈 Alabama – Remote

💵 $18 / hour

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

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MDD Forensic Accountants

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1933

💸 Finance

Finance • Insurance • Consulting

MDD Forensic Accountants is a forensic accounting firm specializing in business valuations, shareholder disputes, and economic damage quantification. With over 40 offices globally, MDD provides expertise across a wide range of industries, delivering services to insurance companies, law firms, governments, and individuals. Their services include business interruption, lost profits, fraud investigations, and more, making them a trusted advisor for sound financial decision-making.

📋 Description

• Provide exceptional customer service in a phone support role • Empathetically assist policyholders and/or their representatives by providing information on highly individualized policy inquiries • Utilize excellent oral and written skills to communicate with policyholders and/or their representatives by telephone and in writing, as well as with internal co-workers • Identify needs of caller utilizing active listening skills; professionally and appropriately respond to inquiries meeting department’s established guidelines, policies, and procedures • Complete document processing in an efficient and effective manner • Update and change customer contact and policy information with accuracy • Respond to all written inquiries, communicating clearly and with proper grammar • Meet or exceed all established minimum expectations/metrics and goals for the position • Meet or exceed standards for productivity and quality as established for the role • Appropriately process all confidential information abiding by Health Insurance Portability and Accountability Act (HIPAA) privacy laws • Ensure smooth transition of inquiry to appropriate department if/when necessary • Support company values of *We are Dynamic, We are Innovative, We are Connected, and We Succeed Together* • Perform other duties as assigned

🎯 Requirements

• High School education/GED required with a minimum of one (1) year customer service or other relevant work experience required • Proficient computer skills and experience in Microsoft Office products required • Insurance or medical background preferred • Understanding of medical terminology, health insurance, claims, and/or LTC preferred • Possess a high degree of tact, empathy, and professionalism • Exceptional interpersonal skills with an enthusiastic nature and an overall passion for excellence • Possess the ability to use strong and effective listening skills to ask appropriate questions to fully understand the needs of policyholders and representatives • Effectively relay complex insurance information and policy language into basic understandable concepts • Superb written and verbal communication skills; must be clear and concise, both in written communications and when speaking to policyholders and representatives • Detail oriented with the ability to work independently as well as part of a team • Ability to toggle between multiple screens while documenting and speaking with policyholders • Exceptional attention to detail with excellent organizational skills • Proactively provide creative and analytical recommendations to management for process and performance improvement

🏖️ Benefits

• Medical, dental, and vision plans to support your health and that of your family • A 401(k) plan with employer matching • Time‑off policies, including Discretionary Time Off (DTO) for exempt employees and Paid Time Off (PTO) for non‑exempt employees • Paid holidays • Life insurance and short‑term and long‑term disability coverage