Customer Solutions Specialist - Insurance

Posted 4 Hours Ago
Be an Early Applicant
Dallas, TX, USA
Hybrid
Entry level
Financial Services
The Role
Serves as the primary contact for members seeking guidance on church health plans, insurance benefits, and related services. Diagnoses and resolves inquiries, explains policies and tax or regulatory issues, updates records, maintains confidentiality, and provides personalized service. The role also requires completing training, using knowledge management systems, acting as a subject matter expert, and cross-selling relevant GuideStone products.
Summary Generated by Built In
Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

The Customer Solutions Specialist - Insurance position serves as primary point of contact for members seeking guidance with GuideStone Financial Resources products and services. This role is responsible for analyzing, processing, and clearly communicating a wide range of member requests related to church health plans, insurance benefits, and individual member requests related to such topics. Specialists in this role are often the first – and in many cases the only – liaison between members and internal GuideStone teams, ensuring timely, professional, and personalized service while maintaining accuracy and compliance. We serve those that serve the Lord with the integrity of our hearts and the skillfulness of our hands (Psalm 78:72). 

What you will do:

  • Analyze and articulate the caller’s requests and account information 
    Pass training material course work with a 90% or greater. 

  • Effectively diagnose, analyze, and resolve member inquiries in live time. 

  • Maintain and communicate an in-depth understanding of extensive internal policies, procedures and legal parameters that are unique to Church Health Plans. This involves proactively staying informed as products, markets, technology and legal environments change. 

  • Use knowledge management software to help our members and ministry partners navigate a wide range of inquiries. 

  • Educate each caller on GuideStone Insurance plans and the tax, legal and compliance issues associated with the Plans. 

  • Act as a subject matter expert for GuideStone members and ministry partners across the various levels of GuideStone Financial Resources operations. 

  • Proactively identify the needs of each caller and promote GuideStone products through cross-selling. 

  • Update member & ministry partner records.  

  • Other duties may be assigned. 

What you will need:

  • Bachelor’s degree or equivalent work experience.

  • Proficient PC skills in MS Office and applicable GuideStone system applications

  • Strong analytical skills and sound judgement when diagnosing customer inquiries.

  • Ability to effectively communicate with GuideStone participants, as well as all levels of GuideStone employees.

  • Ability to interact in a fast-paced team environment.

  • Maintain optimal organizational and planning skills for optimal use of extensive electronic resources.

  • Prior experience working in an atmosphere of continuous customer service telephone calls.

  • Prefer knowledge of medical plans, term life, accident, dental and disability insurance.

  • Financial industry related experience is preferred.

  • Ability to communicate complicated tax and regulatory issues.

  • Must maintain complete confidentiality regarding GuideStone business matters.

  • Ability to eagerly accept and complete projects and research as they are delegated by management.

  • Must have complete confidentiality regard GuideStone business matters.

#LI-Hybrid

#LI-ZB1

Skills Required

  • Bachelor’s degree or equivalent work experience
  • Proficiency with Microsoft Office and applicable GuideStone system applications
  • Strong analytical skills and sound judgment when diagnosing customer inquiries
  • Ability to communicate effectively with participants and employees at all levels
  • Ability to work effectively in a fast-paced team environment
  • Strong organizational and planning skills
  • Prior experience handling continuous customer service telephone calls
  • Ability to communicate complicated tax and regulatory issues
  • Ability to maintain complete confidentiality regarding business matters
  • Ability to complete delegated projects and research
  • Pass training coursework with a score of 90% or greater
  • Knowledge of medical plans, term life, accident, dental, and disability insurance
  • Financial industry-related experience
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The Company
HQ: Dallas, TX
534 Employees
Year Founded: 1918

What We Do

GuideStone is a diverse financial services organization that services more than 200,000 clients nationwide in the faith-based marketplace. We offer retirement, insurance, investment management, property and casualty coverage, and executive planning products and services to the Southern Baptist and wider evangelical Christian community. GuideStone sponsors the nation’s largest Christian-screened registered mutual fund family and is located in Dallas, Texas. Do well. We strive to do well, to do our jobs with excellence. Our goal is to enhance our participants'​ financial security and to give our participants peace of mind today and confidence about tomorrow. Do right. We strive to do right, to make integrity an integral part of our work. We believe that doing what's right matters. That consulting our consciences and acting on our beliefs is an essential component of developing financial solutions and investment options. Follow for access to helpful resources about retirement, insurance, personal finance and more.

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