Customer Service Representative

A company is looking for a Service Professional to deliver exceptional customer service and support to clients.

Key Responsibilities

Provide compassionate problem-solving and emotional support to clients and policy beneficiaries

Manage inbound client inquiries with professionalism, ensuring accurate and timely resolutions

Advocate for policyholders' needs and continuously seek improvements in customer experience

Required Qualifications, Training, and Education

H.S. Diploma or Equivalent required; Bachelor's Degree or higher preferred

1-3 years of customer service experience in life insurance, annuities, or financial services required

Experience with life insurance / annuity products and contact center service required

Solid working knowledge of Microsoft Office products required

Industry certifications such as LOMA or Series 6 preferred