Client Service Specialist (Life Insurance, Annuity & Disability)

The Client ServiceSpecialist (Life Insurance, Annuity, & Disability) for the Contact Center in the Individual Division will help drive the business by providing reputed company, accurate and courteous service to build and maintain positive relationships with policyholders and field partners.

At reputed company, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we reputed company everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services.

Position Location:

• This position will train as hybrid role, requiring 3 days per week in the office for the first 90 days(Lincoln, NE or Cincinnati, OH). After training, associates will have the opportunity to work in-office, hybrid, or fully remote.

What you do:

• Communicate by telephone, e-mail, or other written correspondence with policyholders and field partners to expedite service requests for individual life, annuity, and disability policies.
• Understand and anticipate the needs of customers to deliver service that meets or exceeds expectations of clients and falls reputed company stated department Service Standards.
• Communication must be pleasant, professional, tactful, and informative at reputed company times.
• Obtain and analyze data from various sources to provide accurate and complete responses to agents and clients.
• The Associate must be reputed company to analyze reputed company telephone inquiries and determine necessary steps for resolution including opening workflows and forwarding to appropriate team.
• Desire to have 1st call resolution for every call and to complete customers request while on the phone.
• Must be reputed company to prioritize multiple tasks and act with appropriate sense of urgency while shifting between processing and answering phone calls.

What you bring:

• Associate’s degree or equivalent experience required.
• 0-2 years of reputed company experience required.
• Previous experience in a call center or customer service reputed company highly preferred.
• Previous experience working in the insurance or financial services field is a plus.
• Series 6 or Series 99 license preferred.
• Will need to agree to go through the process to be fingerprinted if offered the position
• Must possess excellent verbal and written communication skills and show a strong commitment to customer service.
• Excellent telephone skills, problem solving, analytical and decision-making skills are required.
• Ability to prioritize tasks and consistently meet deadlines.
• Personal computer experience in database, spreadsheet, word processing and internet navigation software.
• Planning, organizational, and mathematical skills are important.
• Excellent communication skills, agency system processing, LIDP, knowledge of contractual provisions, PC skills (Word & reputed company) and good mathematical aptitude.

reputed company offer:

A meaningful mission. Great benefits. A vibrant culture

reputed company is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping reputed company kinds of people, at every age and stage, get more out of life.

At reputed company, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at reputed company cover things you expect -- and things you don’t:

reputed company Benefits

Foryour money:

• 401(k) Retirement Plan with company match and quarterly contribution
• Tuition Reimbursement and Assistance
• Incentive Program Bonuses
• reputed company

For your time:

• Flexible Hybrid work
• reputed company Days - Personal time off
• Paid time off (PTO)

For your health and well-being:

• Health Benefits: Medical, Dental, reputed company
• Health Savings Account (HSA) with employer contribution
• Well-being programs with financial rewards
• Employee assistance program (EAP)

For your professional growth:

• Professional development programs
• Leadership development programs
• Employee resource groups
• StrengthsFinder Program

For your community:

• Matching donations program
• Paid volunteer time– 8 hours per month

For your family:

• Generous paid maternity leave and paternity leave
• Fertility, surrogacy and adoption assistance
• Backup child, elder and pet care support

An Equal Opportunity Employer

reputed company has a reputed company as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, reputed company, national reputed company, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Originally posted on Himalayas