Job Description

BMI Companies, part of BMI Financial Group, Inc has nearly five decades of experience providing insurance and solutions for families worldwide. Specializing in high-quality Life Insurance, Health Insurance with global coverage, and Travel Assistance Plans, BMI is committed to innovating insurance products for the international community.

About the Role: The PHS Customer Service Representative will be responsible for providing high-quality service and support to our life insurance policyholders. He/she will be handling inquiries, processing policy change service requests, resolving issues, and delivering accurate information efficiently and professionally.

The PHS Customer Service Representative must be able to work in a high performance, customer-focused team environment, helping to maintain a positive customer experience while ensuring compliance with company standards and regulatory requirements.

This is a 100% IN- OFFICE opportunity - Applying candidates MUST live in Miami, FL and be fluent in Spanish and English.

Responsibilities:

• Respond to incoming emails, calls, and inquiries from policyholders, agents, and other stakeholders.
• Provide clear and accurate information regarding life plans, including billing, coverage details, and policy changes.
• Process policy service requests such as beneficiary updates, payment method changes, address changes, policy assignments, in-force illustrations, benefit payments, and other policy changes.
• Document all customer interactions and actions taken in the customer relationship management (CRM) system
• Assist with outbound calls or follow-ups as required.
• Provide limited customer service support to company local office affiliates.
• Assist with special projects as assigned.
• Contribute to team goals for service, accuracy, and customer satisfaction.

Qualifications:

• Bilingual- Excellent written and verbal communication in Spanish and English a must.
• Associate or Bachelor’s Business Degree Preferred
• Experience in customer service (minimum two years) preferably in the insurance or financial services sector.
• Previous customer service experience with LATAM customers a PLUS
• Knowledge of life insurance products and terminology.
• Customer focused mindset with empathy and patience.
• Ability to multi-task and manage time effectively.
• Attention to detail and high level of accuracy in data entry and documentation.
• Familiarity with CRM systems and Microsoft Office software
• Committed team player who actively supports colleagues and contributes to team goals.

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