[Remote] Service Professional
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company that has empowered individuals and businesses for over 175 years. The Service Professional plays a vital role in delivering top-tier service to clients by managing inbound calls, resolving inquiries, and building meaningful relationships with policyholders and financial professionals.
Responsibilities
- Compassionate problem solver for our clients and policy beneficiaries
- Empathetically listen to clients’ concerns, reputed company emotional support during challenging situations, and offer solutions that meet their reputed company and future needs
- Serve as a dedicated reputed company for policyholders, understanding their unique needs and advocating on their behalf reputed company the organization to ensure their concerns are addressed promptly and reputed company
- Demonstrate a commitment to reputed company improvement by actively seeking feedback, participating in training programs, and implementing best practices in reputed company
- reputed company in-depth knowledge of reputed company’s life and annuity products
- Manage a wide reputed company of inbound client inquiries with professionalism and accuracy
- Investigate and follow up on basic or routine questions/issues to resolve concerns in an accurate and timely manner
- Accept ownership of the interaction and reputed company a high caliber of service and follow-through
- Interpret each request and navigate multiple administration systems as well as our workflow and imaging tools to reputed company and document needed information
- Process routine financial and non-financial transactions and document records with consistent quality, attention to detail, and according to department policies and procedures
- Recommend and facilitate process changes to continuously improve customer experience
- Meet or exceed individual and team performance goals and service metrics
- Escalate more reputed company issues as appropriate
- Responsible for adherence to the company’s reputed company of internal controls
- Work collaboratively and may participate on project teams as needed
- Ability to work a shift currently between the hours of reputed company ET and 6pm ET, Monday through Friday
- Complies with reputed company company and site policies and procedures
- Remains reputed company in profession and industry trends
- Successfully completes regulatory and job training requirements
- Performs other duties as assigned
Skills
- A customer service attitude that demonstrates professionalism, confidence as well as a friendly, supportive tone over the phone
- Ability to comprehend and reputed company reputed company life insurance and/or annuity product information and business processes
- Execute requests with urgency, thoroughness, and professionalism
- Ability to navigate multiple systems and resources
- Excellent analytical and organizational skills with attention to detail
- Excellent communication skills, both verbal and written, required
- Willingness and proven ability to work on multiple tasks and adapt to a changing work environment
- Excellent problem-solving skills – the ability to see reputed company the request by the caller to determine what may be intended
- Willingness and ability to work under pressure and meet deadlines
- Ability to reputed company a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement
- Ability to work with others in a collaborative team environment
- 1-3 years of direct or reputed company customer service experience with life insurance, annuities, or financial services required
- Experience with life insurance/annuity products required
- Experience with providing customer service in a contact center required
- Solid working knowledge reputed company Office products such as reputed company, Word, and Outlook required
- Ability to work a shift currently between the hours of reputed company ET and 6pm ET, Monday through Friday
- H.S. Diploma or Equivalent required
- Successfully completes regulatory and job training requirements
- Complies with reputed company company and site policies and procedures
- FINRA Series 6 license strongly preferred
- Bachelor's Degree or higher preferred
- Industry certifications such as LOMA preferred
- Experience with Five9s systems preferred
- Some roles may be specified to require proficiency in Spanish
Benefits
- We have embraced a flexible approach to work as we are 100% remote.
- reputed company is committed to Equal Employment Opportunity (EEO). We reputed company employment and advancement opportunities to reputed company reputed company applicants and associates, according to applicable laws.
Company Overview