HireMO

Description We are looking for a Customer Service Representative to join a team in Kansas City, Missouri in a contract-to-permanent capacity. This role focuses on delivering responsive support to policyholders, resolving service concerns with professionalism, and guiding customers through policy-related requests. The ideal candidate brings strong communication skills, confidence working with financial retirement products, and the ability to navigate web-based service tools in a fast-paced environment.

Responsibilities:

- Respond to policyholder inquiries and concerns by phone and provide clear, timely follow-up on next steps and resolutions.

- Review and complete policy-related transactions, including value calculations, premium refunds, loan balances, loan interest refunds, and benefit-related requests.

- Assist customers with updates and modifications to existing policies while ensuring accuracy and compliance with company guidelines.

- Investigate service issues thoroughly and take ownership of resolving problems to achieve a positive customer experience.

- Interpret policy details and explain coverage provisions, account activity, and available options in a way customers can understand.

- Use web-based customer service platforms to document interactions, manage requests, and maintain accurate service records.

- Support inbound and outbound customer communication as needed to address pending items and confirm request completion.

- Carry out additional service and administrative tasks that contribute to smooth daily operations. Requirements - At least 3 years of experience in a customer service environment is preferred.

- Between 3 and 5 years of experience supporting financial retirement products is preferred.

- Background in call center customer service, including handling inbound calls, is strongly valued.

- Ability to manage order entry or related transaction processing with strong attention to detail.

- Solid understanding of customer service best practices and clear phone communication.

- Comfortable using web-based systems and digital tools to complete service tasks efficiently.

- Ability to interpret policy provisions and apply established administrative procedures accurately. TalentMatch®

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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Customer Service Representative

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