Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment.
Requirements
- Associates degree in business or related field or equivalent combination of education and experience
- Minimum of 1 year related customer service experience with proven customer service skills
- Basic understanding of specialized products and/or markets (i.e. DI, LTC, Whole Life, COLI/BOLI, etc.)
- Basic understanding of risk products or processes
- Basic understanding of financial planning
- Strong written and verbal communication skills
- Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy
- Strong organization skills with the ability to prioritize tasks
- Ability to welcome change and embrace continuous improvement in a fast-paced work environment
- Strong problem-solving skills and ability to provide options
- A strong desire to continuously learn and improve
- Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages
- Ability to navigate multiple systems and applications to complete standard requests