Service Professional

TL;DR

Service Professional (Financial Services): Delivering top-tier service to life insurance and annuity policyholders with an accent on resolving inquiries, advocating for clients, and processing transactions. Focus on empathetic problem-solving, navigating administration systems, and improving customer experience through feedback and process changes.

Location: Remote - United States. Shift between 8am ET and 6pm ET, Monday through Friday.

Salary: $48,000 - $52,000

Company

For over 175 years, empowering individuals, families, and businesses with life insurance, annuities, wealth management, and institutional asset management.

What you will do

• Handle inbound client inquiries with empathy, resolve routine issues promptly, and escalate complex ones.
• Advocate for policyholders, educate on products, and process financial and non-financial transactions accurately.
• Navigate multiple systems, document interactions, and recommend process improvements.
• Meet performance goals, participate in training, and collaborate on projects.
• Provide emotional support and solutions aligned with clients' immediate and long-term needs.

Requirements

• 1-3 years customer service experience in life insurance, annuities, or financial services.
• H.S. Diploma or equivalent required; Bachelor's preferred; FINRA Series 6 strongly preferred.
• Experience in contact center and with Microsoft Office (Excel, Word, Outlook).
• Excellent verbal/written communication, problem-solving, and analytical skills.
• Ability to work under pressure, multitask, and adapt to changes.
• Shift work 8am-6pm ET, Monday-Friday.

Culture & Benefits

• 100% remote work model for work-life balance.
• Commitment to continuous improvement, training, and best practices.
• Collaborative team environment with focus on ownership and accountability.
• Equal employment opportunity and comprehensive regulatory training.