Customer Service Advocate

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Western & Southern Financial Group

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1001 - 5000 Mitarbeiter

Gegründet 1888

💸 Finanzen

👥 B2C

Finance • B2C

Die Western & Southern Financial Group ist ein diversifiziertes Finanzdienstleistungsunternehmen, das 1888 gegründet wurde und seinen Hauptsitz in Cincinnati, Ohio, hat. Es bietet Lebensversicherungen, Rentenversicherungen, Altersvorsorgepläne, Investmentfonds und andere Investitions- und Bildungssparlösungen für Privatpersonen, Familien und kleine Unternehmen. Das Unternehmen bietet ganze, zeitlich begrenzte und universelle Lebensversicherungspolicen, Altersvorsorgeprodukte (IRAs, 401(k)-Lösungen, Rentenversicherungen), Anlageberatungsdienste und Ressourcen zur Finanzplanung an. Es vermarktet Produkte über mehrere verbundene Versicherungsunternehmen mit starken Finanzbewertungen. Western & Southern legt großen Wert auf langfristige finanzielle Stärke, Verbraucherbildung und die Betreuung sowohl von Privatkunden (B2C) als auch von institutionellen/finanziellen Fachleuten.

Beschreibung

• 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.

🎯 Anforderungen

• 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

🏖️ Vorteile

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