Service Professional – Life Insurance

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $48k - $52k / year

⏰ Full Time

🟢 Junior

🔒 Insurance

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Penn Mutual

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1847

For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help generations grow stronger by instilling the confidence and reliability that comes from a secure financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive and robust solutions to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.

📋 Description

• Deliver top-tier service to policyholders, beneficiaries, and Financial Professionals • Manage inbound client inquiries with care, professionalism, and accuracy • Listen to callers’ needs, resolve inquiries, and educate them on policy details • Provide emotional support and advocate for policyholders within the organization • Investigate and follow up on basic or routine questions and issues • Navigate administration systems, workflow tools, and imaging tools to gather and document information • Process routine financial and non-financial transactions and maintain accurate records • Recommend and facilitate process changes to improve customer experience • Meet individual and team performance goals and service metrics • Escalate complex issues appropriately • Adhere to the company’s internal controls framework and all policies and procedures • Collaborate with others and participate on project teams as needed • Work a Monday–Friday shift between 8am ET and 6pm ET • Complete regulatory and job training requirements and perform other assigned duties

🎯 Requirements

• High school diploma or equivalent required • 1–3 years of direct or related customer service experience with life insurance, annuities, or financial services required • Experience with life insurance/annuity products required • Experience providing customer service in a contact center required • Solid working knowledge of Microsoft Office products such as Excel, Word, and Outlook required • Customer service attitude demonstrating professionalism, confidence, and a friendly, supportive phone manner • Ability to comprehend and articulate complex life insurance and/or annuity product information and business processes • Ability to navigate multiple systems and resources • Excellent analytical, organizational, verbal, and written communication skills • Attention to detail and strong problem-solving skills • Ability to manage multiple tasks, adapt to changing environments, work under pressure, and meet deadlines • Ability to work collaboratively in a team environment • FINRA Series 6 license strongly preferred • Bachelor’s degree or higher preferred • Industry certifications such as LOMA preferred • Experience with Five9 systems preferred • Some roles may require proficiency in Spanish

🏖️ Benefits

• 100% remote work • Flexible approach to work • Training programs • Regulatory and job training • Equal employment and advancement opportunities