Customer Service Representative- Remote- Full-Time
The Position
The Client Service Representative will be focused primarily on our Life products and should have a friendly, patient, and kind phone manner, as we work one-on-one with customers to explain the features of the Life insurance we offer. There is no cold calling; this is not a call center.
Primary Responsibility
• Handling phone and email inquiries from current and prospective customers
Other Responsibilities
• Preparing well-written responses to customers
• Processing insurance quotes, coordinating underwriting, and assembling insurance certificates digitally
• Additional activities to support our efforts to help customers become insured and remain insured
Requirements
The Requirements:
- Be computer savvy and proficient in Microsoft Office (especially Word, Excel, and Outlook)
- Possesses excellent communication and listening skills with a strong attention to detail
- Able to multitask with a willingness to adapt to internal operational processes and systems
- Prior client service experience and/or insurance license is a big plus
- All applicants MUST be based in the US
- Competitive pay + 3 weeks paid vacation + plus paid holidays
- Generous 401K package (once eligible)
- Group life and disability insurance (fully subsidized)
- Group health insurance (partially subsidized)
- Optional dental, vision, accident, and critical illness (employee paid)
- Section 125 plan
- Commuter plan