Job Description

As a Customer Service Specialist , you will be the trusted partner our Members rely on. You’ll research and resolve member inquiries regarding existing policies through multiple channels—including phone, e-mail, mail, and in person—while providing timely, professional, and empathetic support. With each interaction, you will demonstrate Navy Mutual’s unwavering commitment: to protect those who defend us.

You will also document all interactions and insights in our CRM system, ensuring accuracy, transparency, and opportunities for continuous service improvement.

Key Responsibilities

• Deliver exceptional customer service by accurately addressing inquiries across phone, email, mail, and in-person channels.
• Efficiently navigate multiple systems—including Outlook, CRM/Salesforce, policy administration platforms, imaging systems, call center tools, calculators, and illustration systems—to resolve member needs.
• Maintain strong working knowledge of the full life cycle of Life and Annuity products, such as Billing & Collections, Distributions, and In-force processes.
• Counsel and assist Members with policies at risk of lapse or termination; oversee reinstatements and handle all contract-related activities and in-force illustrations.
• Proactively reach out regarding address changes, billing matters, and statement notices.
• Educate Members and their families on military benefits and Navy Mutual products; refer potential sales opportunities to appropriate representatives.
• Represent Navy Mutual with professionalism and empathy, ensuring every Member feels valued, informed, and supported.

Qualifications

• Bachelor’s degree and/or 3–5 years of call center and customer service experience.
• Life insurance expertise preferred.
• Strong understanding of call center operations, processes, and tools—including CRM and multi-queue phone systems.
• Exceptional attention to detail; committed to accuracy and high-quality service.
• Independent thinker and problem-solver with the ability to juggle multiple inquiries and adapt to changing needs.
• Professional, composed, and customer-focused—even under pressure.
• Self-directed, motivated, and driven to go the extra mile to support Members and Navy Mutual’s mission.

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