Customer Service Advocate

🕒 June 12

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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. • 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.

🎯 Requirements

• 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

🏖️ Benefits

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