12 дней назад
Member Experience Associate (Insurtech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Member Experience Associate (Insurtech): Providing client support for life, health, and wealth insurance needs with an accent on call handling, appointment scheduling, accurate documentation, and regulatory compliance. Focus on maintaining clear audit trails, resolving client inquiries, and coordinating with internal departments in a fast-paced service environment.
Location: Remote - United States
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, serving agents and clients nationwide.
What you will do
- Answer inbound calls and place outgoing calls in a helpful, professional, and timely manner.
- Schedule appointments and transfer calls to the appropriate departments.
- Document calls, client interactions, inquiries, and resolutions in client management and imaging systems.
- Maintain complete client files and clear audit trails in compliance with regulatory requirements.
- Participate in cross-training and group training to maintain service standards and team efficiency.
- Communicate with supervisors, senior leadership, and colleagues to provide accurate responses and avoid duplicated work.
Requirements
- Must be located in the United States for this remote role.
- High school diploma or equivalent.
- 2–4 years of related experience.
- Excellent customer service, presentation, verbal, and written communication skills.
- Ability to multitask and prioritize in a fast-paced environment.
- Strong computer skills and proficiency with Microsoft Office.
Nice to have
- Previous insurance or financial services experience.
Culture & Benefits
- Family-like environment with support for professional growth and career development.
- Hyper-growth company with opportunities to accelerate career progression.
- Competitive compensation package with benefits for employees and their families.
- People-first culture focused on supporting employees and celebrating their work.
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