Customer Service Advocate

🕒 2 days ago

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Western & Southern Financial Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1888

💸 Finance

👥 B2C

Finance • B2C

Western & Southern Financial Group is a diversified financial services company founded in 1888 and headquartered in Cincinnati, Ohio, that provides life insurance, annuities, retirement plans, mutual funds and other investment and college‑savings solutions for individuals, families and small businesses. The firm offers whole, term and universal life policies, retirement products (IRAs, 401(k) solutions, annuities), investment advisory services and financial planning resources, and markets products through multiple affiliate insurance companies with strong financial ratings. Western & Southern emphasizes long‑term financial strength, consumer education and serving both individual (B2C) clients and institutional/financial professionals.

📋 Description

• 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. • Obtains and maintains multi-state licenses while employed in this position: Must pass state insurance agent licensing within approximately three weeks of hire. • Performs other duties as assigned. Complies with all policies and standards.

🎯 Requirements

• High School Diploma Or GED. - Required • 1-2 years Customer Service experience. - Required • 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. • Must be licensed in Life and Health Insurance License in home state upon hire

🏖️ Benefits

• Work in a remote office setting • Professional development opportunities • Health and wellness programs