Pet Ins & Annuity Customer Rep

Overview

Physicians Mutual is seeking a Pet Insurance & Annuity Customer Representative to provide exceptional service and support to pet insurance customers, annuity contract owners, agents, brokers, financial institutions and other stakeholders. In this role, you will handle customer inquiries, process service requests, and serve as a trusted resource for product information, contract provisions, claims and account maintenance. You will play a key role in ensuring accurate, timely and customer-focused service while supporting both Pet Insurance and Annuity operations.

Responsibilities

• Respond to inbound customer inquiries regarding pet insurance and annuity products, contract provisions, account values, claims and service requests.
• Process and manage customer transactions, including withdrawals, surrenders, beneficiary updates, ownership changes and other account maintenance requests.
• Review correspondence, determine appropriate actions and ensure service requests are completed accurately and efficiently.
• Research and resolve customer issues, complaints and complex service inquiries while providing clear and professional communication.
• Maintain accurate documentation of customer interactions and transactions within company systems.
• Place outbound calls as needed to respond to customer inquiries or gather additional information.
• Promote company products and services while delivering a positive customer experience.
• Support departmental projects, reporting and other administrative responsibilities as assigned.

Qualifications

• High school diploma or equivalent required.
• 1+ years of customer service required.
• Strong communication, problem-solving and organizational skills.
• Ability to manage multiple priorities and work effectively across different lines of business.
• Strong attention to detail and commitment to accuracy.
• Proficiency in Microsoft Office applications, particularly Excel.
• Ability to learn insurance products, contract provisions and company procedures.
• Comfortable working independently and collaboratively in a team environment.
• Experience with financial services, annuities, insurance products or claims processing is a plus.

Health. Life. Retirement. The Physicians Mutual family empowers people from all walks of life to enjoy the financial security they deserve. That’s what Insurance for all of us is about.

The Physicians Mutual family includes Physicians Mutual Insurance Company, Physicians Life Insurance Company and Physicians Select Insurance Company. Physicians Mutual offers reliable dental and supplemental health insurance, and pet insurance. Physicians Life provides important life insurance, Medicare Supplement insurance and coverage for funeral pre-planning. Physicians Select Insurance Company additionally offers exclusive Medicare Supplement insurance.

Since our start in 1902, our dedication to delivering on our promise has helped make us one of the nation’s leading health and life insurance providers. In fact, we are rated in the top 1% of insurance companies. We consistently maintain some of the highest financial strength ratings in the nation from independent insurance analysts, including A.M. Best Company and Weiss Ratings, ensuring we’ll be there for our policyowners and our employees far into the future.

But the achievement we’re most proud of? We have a 95% customer satisfaction rating — a true sign of a company dedicated to embodying its vision.