Bilingual Client Experince Representative at iA Financial Group

Waco, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Mar, 26

Salary

0.0

Posted On

15 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Bilingual, Customer Service, Active Listening, Problem-Solving, Communication, Research, MS Office, Policy Information, Compliance, Teamwork, Organization, Integrity, Ethics, Adaptability, Follow-Up, Time Management

Industry

Financial Services

Description

Job Description Job Title Client Experience Representative Build the future with us Are you driven by life insurance domain and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Client Experience Representative, you will play a key role as the front line of support for policy holders, agents, and internal customers. They provide excellent customer service in every interaction with a positive attitude and a willingness to assist every customer. The Client Experience Representative supports customers by identifying and assessing customers’ needs. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. What you’ll accomplish with us As a Client Service Representative, you’ll be at the core of our mission. Here are the main responsibilities: Communicates with customers through inbound and outbound phone calls, chats, written correspondence, and e-mail to ensure successful resolution of inquiries, and requests for policy information. Explains policy coverage information and provides details to customer questions and concerns. Determines what requests should be forwarded for review by other departments or management. Provides appropriate follow-up to customers when needed. Makes updates to policies and completes service log daily. Becomes familiar with the details of Company products and policies, and a working knowledge of where to get assistance in responding to inquiries. Maintains a positive demeanor in a high-call center environment. Works independently, and as part of the team to help meet personal goals, department goals, and objectives. Conducts Company business in accordance with all applicable laws, regulations, and contractual obligations. Behave ethically and with integrity and always follow the principles of the Compliance Program when making business decisions. Compliance with this program is a condition of employment for every American-Amicable staff. What could accelerate your success in this role We’re looking for someone who: Is known for their strong phone and active listening skills. Stands out for their strong computer/MS Office skills; ability to learn other software systems quickly. Demonstrates strong written and verbal communication skills. Is recognized for their solid research and problem-solving skills and ability to keep work well organized and prioritize well. Has 1 year of experience in customer service industry, preferably in a call center environment. Why you’ll love working with us A work environment where learning and development merge with a collective pursuit of excellence; A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed; The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces; Competitive benefits: Flexible Health, Dental and Vision insurance, 401(k) + company match, PTO, employee and family assistance program, performance bonus, and much more! Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you! Applicants must be authorized to work for any employer in the U.S. We are unable to support or take over sponsorship of employment visas at this time, including H-1B visas and participation in STEM OPT work authorizations. Company American-Amicable Life Insurance Company of Texas Posting End Date 2026-01-02 About us American Amicable is a part of iA Financial Group, one of the largest insurance and wealth management groups in North America. Our headquarters is in Waco, TX. Tracing its roots back to 1910, the American-Amicable Life Insurance Company of Texas is a progressive special markets insurer. The Company offers innovative life insurance and annuity products developed to target the individual needs of protection, wealth creation, and estate preservation. iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term. Our CEO Denis Ricard won #1 Insurance CEO in Canada from Glassdoor! Our Commitment to Diversity and Inclusion At iA American, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability. Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us. Someone from our team will be happy to assist you. Can’t find an opening that suits you? We’d still love to meet you, please click here to introduce yourself. iA American has been thoughtfully built by iA Financial Group through the acquisition of Innovative Aftermarket Systems (IAS), SouthwestRe, and Dealers Assurance Company (DAC). Our US headquarters is in Austin, TX. Our suite of products and services includes automotive protection packages, reinsurance options, dealer support, direct-to-consumer products, and in-house administration. American Amicable traces its roots back to 1910 and is a progressive special markets insurer. Based in Waco, TX, the Company offers innovative life insurance and annuity products developed to target the individual needs of protection, wealth creation, and estate preservation. • Medical, Dental, and Vision Insurance • Company-Paid Term Life, AD&D Insurance, Long and Short-Term Disability Insurance • Company-Paid Health Advocate Benefit • Wellness Allowance • Generous Paid Time Off Plan and Holidays • 401(k) With Company Match • Competitive Bonus Program • Employee Assistance Program • Employee Discount Program Our differences make us unique, and even stronger. That’s why, at iA Financial Group, we are committed to supporting and celebrating diversity. We are continually building a team that is as diverse as the people and communities we serve. By combining our different ways of seeing and experiencing the world, we will always be stronger than the sum of our parts! To learn more click here. iA Financial Group is the strength of a company with a human side, with its over 9,000 employees. Together, we have earned the trust of more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management. With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. We’re invested in you. To learn more about opportunities, visit: iA Financial Group Careers

Responsibilities

As a Client Experience Representative, you will communicate with customers through various channels to resolve inquiries and provide policy information. You will also maintain service logs and ensure compliance with company policies and regulations.