Customer Service Representative III (Life & Health)

Nashville, Tennessee
$40,000 - $45,000
Apr 30, 2024
Jun 29, 2024
Customer Service
Job Type
Full Time

Are you an experienced customer service professional with a passion for serving clients in the life and health insurance industry? We're excited to offer an exceptional opportunity for a Customer Service Representative III to join an esteemed insurance agency in the vibrant city of Nashville, TN. If you have a minimum of three years of experience in life and health insurance customer service and are dedicated to providing top-notch support to clients, this role is perfect for you!


  1. Client Support: Serve as a senior point of contact for our valued clients, providing expert assistance and guidance on life and health insurance products, coverages, and policy features.
  2. Policy Management: Expertly manage all aspects of life and health insurance policies, including new business applications, policy changes, and renewals, ensuring accuracy and compliance with regulatory requirements.
  3. Claims Assistance: Assist clients with the submission and processing of life and health insurance claims, advocating on their behalf to ensure prompt and fair resolution.
  4. Educational Support: Educate clients on the features and benefits of various life and health insurance products, empowering them to make informed decisions about their coverage needs.
  5. Documentation and Record Keeping: Maintain detailed records of client interactions, policy details, and claims activities in our agency management system, ensuring data integrity and compliance.
  6. Mentorship and Training: Provide guidance and support to junior customer service representatives, sharing your knowledge and expertise to help them succeed in their roles.


  • Experience: Minimum of three years of experience in customer service within the life and health insurance industry, with a strong understanding of insurance products, regulations, and procedures.
  • Life and Health Insurance Knowledge: Comprehensive knowledge of life and health insurance products, coverages, and underwriting principles.
  • Excellent Communication: Exceptional verbal and written communication skills with the ability to explain complex insurance concepts in a clear and concise manner.
  • Customer-Centric Mindset: Genuine passion for providing exceptional service to clients and exceeding their expectations with every interaction.
  • Problem-Solving Skills: Strong analytical and problem-solving skills with the ability to address client inquiries and resolve issues effectively.
  • Team Leadership: Demonstrated leadership skills with the ability to mentor and support junior team members in a collaborative team environment.

Training and Work Arrangements:

  • Comprehensive Training: New hires will receive comprehensive training and support to ensure they are equipped with the knowledge and skills needed to excel in their role.
  • Flexible Work Arrangements: Enjoy the flexibility of a hybrid work schedule, allowing you to work remotely for a portion of your weekly schedule, providing flexibility and work-life balance.

Why Join Us:

  • Professional Growth: Access opportunities for career advancement and professional development as you continue to expand your skills and expertise in the life and health insurance industry.
  • Supportive Team Environment: Be part of a supportive and collaborative team culture that values teamwork, innovation, and continuous improvement.
  • Work-Life Balance: Enjoy the flexibility of a hybrid work schedule, allowing you to balance work and personal commitments effectively.
  • Meaningful Work: Make a meaningful difference in the lives of our clients by providing expert support and guidance on their life and health insurance needs.

Don't miss out on this fantastic opportunity to advance your career as a Senior Customer Service Representative for Life and Health Insurance with a leading insurance agency in Nashville, TN. Apply now by submitting your resume, and let's embark on this exciting journey together!

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