Customer Service Advocate

🕒 June 12

🐊 Florida, North Carolina, +4 more states – Remote

🐊 Florida – Remote 🌲 North Carolina – Remote 🌴 South Carolina – Remote 🤠 Texas – Remote 🧀 Wisconsin – Remote 🍑 Georgia – Remote

⏰ Full Time

🟢 Junior

💝 Customer Support

🚫👨‍🎓 No degree required

👻 Ghost score 65%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 151 days.
• Reposted once.
• No salary listed.

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Western & Southern Financial Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1888

🛡️ Insurance

🏥 Healthcare

💼 Consulting

Insurance • Healthcare • Consulting

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

• Represent Gerber Life Insurance by providing exceptional service to existing customers • Engage in consultative conversations using the Gerber Life Insurance sales process • Process transactions and ensure customer needs are met through inbound and outbound calls • Respond to customer inquiries regarding payments, billing issues, policy changes, and new insurance applications • Review customers’ current insurance needs and make recommendations • Promote business growth and goal achievement through life insurance and other financial products • Handle customer inquiries professionally and in compliance with regulatory requirements • Obtain and maintain required multi-state insurance licenses and appointments • Comply with company policies and standards • Perform other duties as assigned

🎯 Requirements

• High School Diploma or GED required • 1-2 years customer service experience required • Must be licensed in Life and Health Insurance in home state upon hire • Must be appointed to sell Life and Health Insurance within 15 business days of start date in a minimum of 39 U.S. states, including at least four of California, Florida, Georgia, New York, North Carolina, and Texas • 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 where Gerber Life Insurance Company conducts business within approximately 45 to 60 days of employment • Demonstrated contact center experience and knowledge considered a plus • Demonstrated life insurance industry experience and knowledge considered a strong advantage • Proven ability to discuss information in a customer-friendly manner • Strong and accurate business English verbal and written communication skills • Excellent listening skills • Ability to multitask • Strong bilingual competency in English and Spanish considered a plus • Strong service acumen and sales focus • Excellent PC, data entry, and word processing software skills • Ability to verbally communicate and exchange accurate information with customers and associates • Visual acuity to read and interpret correspondence, procedures, reports, and forms • Ability to prepare written correspondence, reports, and forms using prescribed formats • Ability to apply logical thinking to define problems, collect data, establish facts, and draw valid conclusions • Ability to perform continuous computer work involving wrists, hands, and fingers

🏖️ Benefits

• Remote work arrangement • Extended hours required during peak workloads or special projects/events

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