Client Commun & Svc Spec in Portland, OR at Volt

Date Posted: 7/26/2018

Job Snapshot

Job Description

Client Communication & Service Specialist (Insurance Company)


Downtown Portland

Seeking previous Call Center & Strong Customer Service Experience AND/OR

 Bachelor’s Degree

Our Client is a $2.8B Portland-based provider of financial products.  The company’s offerings include: group and individual disability insurance, group dental and vision insurance, retirement plans products and services, and investment advice.  Established over 100 years ago, our Client offers the stability of an established firm with a collegial, high-touch service culture.

We are looking for a Full-Time Client Communication & Service Specialist for temp-to-hire assignment in the IDI Operations team in Downtown Southwest Portland, Oregon.   This is a full-time – Monday – Friday – 40 hours a week schedule.

The Client Communication & Service Specialist responds to telephone inquiries and process change requests from individual disability and ported life insurance policy owners, agents, and representatives of policy owners. Prepare correspondence, calculations, and monitor status of requests as appropriate to ensure timely response and customer satisfaction.


Contribute to the company’s success by continually striving to deliver excellent customer service and meeting or exceeding performance objectives for the following major job functions:

(60%)  * 1.   Respond to a wide variety of customer service inquiries via the policy administration 800 line and e-mail alias. Promptly and accurately summarize information about individual disability and ported life products. Explain policy information including policy service options and contractual provisions to policy owners, producers, financial advisors and authorized 3rd parties. Provide callers with guidance completing forms, understanding plan provisions and procedures for effecting policy changes. Process point-of-call policy changes, including address, phone number, and email address updates and policy summaries.

(30%)  * 2.   Process routine and moderate complexity policy changes including name changes, beneficiary designations, agent of record changes, assignments, surrenders and reinstatements. Prepare and coordinate periodic policy owner communications and business retention notices. Monitor and follow-up on the status of requested work to ensure timely processing in accordance with internal and regulatory guidelines. Prepare customized correspondence as necessary. 

  (5%)  * 3.   Solicit customer feedback to identify areas for customer service improvements; develop and modify procedures; recommend changes to internal forms, process and procedures.

  (5%)  *4.   Support divisional projects as assigned, particularly activities related to front-end service delivery.

PAY RATE:  $18 - $25 per hour DOE


Education: Two years of post-secondary education and/or training. Bachelor’s degree in business, economics, accounting, finance, preferred, but not required.


  • Two to four years’ experience in a high-volume customer service, insurance, brokerage, banking or accounting environment; demonstrated excellent oral and written communication skills, or the equivalent combination of education and/or relevant experience.
  • Demonstrated excellent oral and written communication skills.

 Demonstrated Skills:

  • Strong focus on customer experience.
  • Format and produce correspondence using current word processing applications and proofread and edit for spelling, punctuation and grammar.
  • Organize workload and prioritize tasks to meet changing priorities.
  • Work effectively in collaboration with peers and team members.
  • Professional demeanor to phone customers.

 Ability To:

  • Express information clearly, both in written and oral communications, particularly telephone and e-mail communication.
  • Communicate with empathy, clarity, and accuracy.
  • Actively listen (anticipate caller’s needs).
  • Multi-task (answering phones and processing administrative type tasks).
  • Utilize multiple systems to manage workload (SharePoint, Outlook).
  • Think creatively toward a solution and problem solving with a customer on the phone.

 Working Knowledge Of:

  • Personal computer software applications including spreadsheet and word processing software (Microsoft Office Suite).
  • Intermediate/Advanced knowledge of MS Office Suite is required.
  • Detail oriented with professional demeanor.
  • Willing to take direction from others, good listener, attention to detail, willing to ask questions, comfortable in a fast paced environment and work under tight deadlines.
  • Pre-employment requirements (background check, drug screen and education verification.)

To apply: Click on link provided to Apply OR call Valerie Bullard at 503-820-5208 for immediate consideration. 

Volt has over 60 years of staffing experience. We work with many of the Fortune 500 and 1000 companies to provide workforce solutions. We offer many direct hire full-time positions as well as many contingent/temporary positions. We offer our workers competitive pay and benefits, as well as educational programs and redeployment assistance.

To learn more about Volt, please visit: and to see more of our job postings, please visit:

Volt is an Equal Opportunity Employer.