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Member Agent Services Representative
Company Overview
Since 1892, the GCU (www.gcuusa.com) has actively protected families by offering insurance products that ensure the lives of our members and annuity products to safeguard a family’s financial future. Today, the GCU is a multi-billion-dollar company continues to be active in the churches, lodges and offers fraternal programs that give members the chance to collaborate in social, athletic, and fundraising activities. Located in Beaver, PA, the growing insurance company continues to focus on the mission statement “Protecting Families, Promoting Faith and Fraternalism, Strengthening Communities”.
Position Summary
Serves as the primary point of communication with 40,000 plus GCU members and as such, is critical to the organization. Responsible for serving the needs of members as they call into our office, and also make proactive outgoing calls to better serve our members’ needs. MSR’s will also be responsible for handling calls from 1000 plus GCU appointed agents in matters dealing with the agents’ clients, as well as technical and procedural issues. As needed, MSR’s, also perform the duties associated with the Reception Desk. The successful MSR will also be proficient in soliciting and obtaining new business, generating referrals, and when necessary, assigning leads to the appropriate agent.
Responsibilities
▪ Proper handling of all member and prospective member calls.
▪ Proper handling of calls from agents regarding their clients, policies, and procedures.
▪ Looks for new business opportunities and completes all necessary steps to secure new contracts.
▪ Effectively completes member account reviews.
▪ Promotes GCU and its core values on every call.
▪ Documents ALL activities within the CRM.
▪ Provides timely follow-up to all open cases.
▪ Responsible for performing the duties associated with the Reception Desk as needed.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
College degree not required, but preferred. At a minimum, individuals seeking this position must have a high school diploma. Prior experience in customer service, banking, insurance or related financial services is a plus.
Language Skills
Must possess and demonstrate effective written and oral communication skills and the ability to satisfactorily demonstrate conflict resolution skills along with effective telephone technique. Answer inquiries from Members/Agents on GCU Life and Annuity products within established service standards and quality guidelines. Explain process and procedures associated with multiple products to Members and Agents.
Mathematical Skills
Ability to deal with client balances, interest rates, compute surrender charge percentages, agent commissions, etc.
Benefit Information
- Salary based on experience
- Benefits including health, dental, and vision
- Paid Time Off (PTO) + Holidays off
- PENSION PLAN
- Respect for Work-Life balance