Associate Customer Care Professional (Life Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Associate Customer Care Professional (Life Insurance): Supporting life insurance clients from initial contact through resolution with an accent on complex customer interactions, financial services products, and first-call resolution. Focus on navigating multiple systems, explaining solutions clearly, and building trust while maintaining quality and minimizing after-call work.
Location: Remote work with a private, secure, distraction-free workspace, reliable power, hard-wired Ethernet internet, and required speeds of 30 Mbps download and 10 Mbps upload. Candidates in the Pacific, Mountain, or Central time zones are preferred. Training runs Monday through Friday from 8:00 a.m. to 4:30 p.m. CST starting October 12, 2026; after training, the full-time schedule is Monday through Friday between 9:30 a.m. and 6:00 p.m. CST.
Salary: Starting at $23.46 per hour ($48,800 per year).
Company
is a financial services organization focused on helping people achieve financial clarity and live purposeful, balanced, and generous lives.
What you will do
- Handle customer calls from initial greeting through complete resolution without relying on scripts.
- Build rapport with callers from diverse backgrounds and assess their needs accurately.
- Navigate multiple systems while gathering information and explaining potentially complex solutions.
- Resolve issues during the first call while balancing quality, average handle time, and after-call work.
- Support customers with life insurance and develop expertise in related products such as annuities, health insurance, mutual funds, and beneficiary claims.
- Participate in quality initiatives, focus groups, service launches, and other cross-functional stretch opportunities.
Requirements
- High school diploma or equivalent experience.
- Experience handling complex customer interactions through resolution.
- Ability to communicate clearly and positively while managing multiple systems.
- Ability to adapt to change and contribute to continuous improvement in a fast-paced environment.
- Ability to work the required Monday-to-Friday CST schedule and meet remote technical and workspace requirements.
- Successful completion of a criminal background check and job skills assessment.
Nice to have
- Post-secondary education.
- Financial services or insurance experience.
- Bilingual English and Spanish communication skills.
Culture & Benefits
- Four to six weeks of structured product training with mentoring from a designated onboarding partner.
- Ongoing coaching, manager meetings, career progression programs, and quarterly wage-increase opportunities during the first year.
- Comprehensive medical, vision, and dental coverage, plus a 401(k) match of up to 6% and a pension plan.
- Four weeks of paid time off, 12 paid holidays, and up to 20 hours of volunteer time off.
- No nights or weekends.
Hiring process
- Complete the online application.
- Complete a self-paced job skills assessment through Modern Hire; both steps are required for consideration.
- The assessment takes approximately 45 minutes.
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