Customer Service Advocate - Work from Home at Western & Southern Financial Group

Palm Bay, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Apr, 26

Salary

0.0

Posted On

17 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Sales, Communication Skills, Listening Skills, Multitasking, Bilingual Competency, Service Acumen, Insurance Knowledge, Data Entry, Word Processing, Consultative Conversations, Problem Solving, Compliance, Regulatory Requirements, Life Insurance License, PC Skills

Industry

Financial Services

Description

Overview This position represents Gerber Life through providing exceptional service to existing customers and engaging in consultative conversations using the Gerber Life Insurance sales process. Processes transactions and ensures customers' needs are met via outbound calls. Responsibilities Responds to customer inquiries via inbound service and sales telephone interactions to address a variety of customer inquiries which include, but are not limited to, processing payments, resolving billing issues, policy changes requests and completing new insurance applications. Reviews customer’s current insurance needs while engaging in consultative conversations. Expected to make recommendations that address the customer’s needs, while also promoting business growth and goal achievement with competitive, industry-leading life insurance and other financial products. Handles customer inquiries in a positive and professional manner consistent with compliance and regulatory requirements. Obtains and maintains multi-state licenses while employed in this position Performs other duties as assigned. Complies with all policies and standards Qualifications High School Diploma Or GED. - Required 1-2 years Customer Service experience. - Required 1 year of relatable sales experience. - Required Demonstrated contact center experience and knowledge considered a plus. Demonstrated life insurance industry experience and knowledge considered a strong advantage. Proven ability to be a Customer Service Advocate with the ability to discuss information in a customer-friendly manner. Proven strong and accurate business English, verbal and written communication skills (grammar and spelling). Proven excellent listening skills. Proven ability to multitask. Demonstrated strong bilingual competency considered a plus (English and Spanish). Demonstrated strong service acumen and sales focus with the ability to offer additional products that will fill the insurance needs of the customer. Excellent PC, data entry & word processing software skills. Life, Accident and Health Insurance license- Required before hire Further, within 15 business days from start date in a position covered by this Policy, associates must have and maintain their Life and Health Insurance License in good standing in the state in which they reside, as well as be appointed in at least 39 states, which must include four (4) of the following six (6) key states: California, Florida, Georgia, New York, North Carolina and Texas Work Setting/Position Demands: Please note, remote location for this role must, be in TX, NC, SC, GA, FL, WI, IN Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned. Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis. Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Performs substantial movement of wrists, hands, and fingers for continuous computer work. Extended hours required during peak workloads or special projects/events. Travel Requirements: None

Responsibilities

The Customer Service Advocate responds to customer inquiries and processes transactions to meet customer needs. They engage in consultative conversations to review insurance needs and promote business growth.