Customer Mgmt Spec Inforce in Portland, OR at Volt

Date Posted: 6/29/2018

Job Snapshot

  • Employee Type:
  • Location:
    Portland, OR
  • Duration:
    24 weeks
  • Date Posted:
  • Job ID:
  • Pay Rate
    $23.0 - $29.0/Hour
  • Contact Name
    Volt Branch
  • Phone

Job Description

Customer Management Specialist (for Insurance Company)

Downtown, Portland

Temp to Hire!

$23 - $29 DOE

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 Customer Management Specialist for a temp-to-hire position in Downtown Southwest Portland, Oregon.  This is a full-time - Monday - Friday - 40 hours a week schedule.

The Customer Management Specialist provides single point of contact support for agency contacts during the Individual Disability Income insurance new business application/ approval process.  Coordinating all communication between the home office, agencies, and third-party vendors from the application intake phase through the issuance of an approved policy to facilitate a timely, efficient, quality process from start to finish.  Responsible for state specific regulatory compliant creation of individual disability income policy contracts.  Works autonomously and makes appropriate decisions in the absence of specific direction.


45%     Primary home office contact for both external and internal customers relating to all new business processes.  Assist underwriter with underwriting of individual applications by communicating with the field force regarding errors and omissions in submitted materials and follow-up throughout the underwriting process to obtain necessary missing information, documentation, lab results, medical records, and/ or regulatory compliant documents to ensure contract accuracy at time of issue.

35%     Determine and communicate what sensitive client information is appropriate to discuss with field force while maintaining applicant privacy and confidentiality according to current business practices, laws, and statutes.  Provide proactive and responsive customer service to callers by providing application status information, researching complex situations, problem-solving, conflict resolution and/ or transferring the call to the underwriter when appropriate.  Address inquiries from both external and internal parties concerning the IDI new business process as the subject matter expert.

20%     Prepare appropriate correspondence to notify applicant of underwriting decision and proofread for spelling, punctuation, and grammar.  Perform a qualify control review of new business files, applications and issued policy contracts before delivery.


  • Critical thinker and high attention to detail.
  • Ability to work well within a team environment - strong collaboration skills.
  • Ability to self-direct to get the training or resources needed to complete the work.
  • Pre-employment screenings are required.


  • 3 or more years demonstrated client service / relationship management experience in the insurance industry AND/OR other financial service institution field, or an equivalent combination of education and/ or relevant experience.
  • PC skills (Microsoft Suite including Word, Excel and Outlook)
  • Experience working in multiple systems and comfortable doing research in multiple computer systems.
  • Strong customer service skills including problem solving, consultation, and negotiation skills.
  • Ability to effectively communicate with diverse audiences.


  • High school diploma or equivalent is required.   Bachelor’s degree is a definite plus.

To apply: Click on link provided OR email your resume directly to Attention:  Valerie Bullard at for immediate consideration.  Also, include the name of the position in the subject line of the email.

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.