Customer Service Advocate

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🕒 Junho 12

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟢 Júnior

💝 Suporte ao Cliente

🚫👨‍🎓 Sem graduação necessária

👻 Score fantasma 42%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Western & Southern Financial Group

Western & Southern Financial Group

1001 - 5000 funcionários

Fundada em 1888

🛡️ Seguros

🏥 Saúde

💼 Consultoria

Insurance • Healthcare • Consulting

O Western & Southern Financial Group é uma empresa diversificada de serviços financeiros, fundada em 1888 e com sede em Cincinnati, Ohio. A empresa oferece seguros de vida, anuidades, planos de aposentadoria, fundos mútuos e outras soluções de investimento e poupança universitária para indivíduos, famílias e pequenas empresas. A empresa oferece apólices de vida inteira, temporárias e universais, produtos de aposentadoria (IRAs, soluções 401(k), anuidades), serviços de consultoria de investimentos e recursos de planejamento financeiro, além de comercializar produtos por meio de múltiplas companhias de seguros afiliadas com avaliações financeiras sólidas. A Western & Southern enfatiza a força financeira a longo prazo, a educação do consumidor e o atendimento tanto a clientes individuais (B2C) quanto a profissionais institucionais/financeiros.

Descrição

• Responds to customer inquiries via inbound service and sales telephone interactions to address a variety of customer inquiries which include, but are not limited to, processing payments, resolving billing issues, policy changes requests and completing new insurance applications. • Reviews customer’s current insurance needs while engaging in consultative conversations. • Expected to make recommendations that address the customer’s needs, while also promoting business growth and goal achievement with competitive, industry-leading life insurance and other financial products. • Handles customer inquiries in a positive and professional manner consistent with compliance and regulatory requirements. • Obtains and maintains multi-state licenses while employed in this position: Must pass state insurance agent licensing within approximately three weeks of hire. • Must obtain appointments in 39 Company-designated states within approximately the first five to seven weeks of employment. • Must obtain licensing in remaining states which Gerber Life Insurance Company conducts business within approximately 45 to 60 days of employment. • Performs other duties as assigned. • Complies with all policies and standards.

🎯 Requisitos

• High School Diploma Or GED. - Required • 1-2 years Customer Service experience. - Required • Demonstrated contact center experience and knowledge considered a plus. • Demonstrated life insurance industry experience and knowledge considered a strong advantage. • Proven ability to be a Customer Service Advocate with the ability to discuss information in a customer-friendly manner. • Proven strong and accurate business English, verbal and written communication skills (grammar and spelling). • Proven excellent listening skills. • Proven ability to multitask. • Demonstrated strong bilingual competency considered a plus (English and Spanish). • Demonstrated strong service acumen and sales focus with the ability to offer additional products that will fill the insurance needs of the customer. • Excellent PC, data entry & word processing software skills. • Must be licensed in Life and Health Insurance License in home state upon hire , and must be appointed to sell Life and Health Insurance within 15 business days of your start date in a minimum of 39 U.S. states, including at least four (4) of the following six (6) key states: California, Florida, Georgia, New York, North Carolina, and Texas. - Required

🏖️ Benefícios

• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Remote work options

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