Associate Customer Care Professional, Client Care

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver a call experience that is not dependent on a script.

• Manage client calls from the initial greeting through to problem resolution.

• Establish rapport with callers from various backgrounds.

• Evaluate situations and offer potentially complex solutions.

• Navigate multiple systems while collecting relevant information.

• Employ clear, concise, and positive language when communicating with callers.

• Prioritize quality and first-call resolution while reducing processing time and after-call work.

• Assist clients in achieving financial clarity and their desired objectives.

• Engage in structured training, mentoring, regular manager meetings, and monthly coaching sessions.

• Cultivate expertise in annuities, health insurance, life insurance, mutual funds, and beneficiary claims.

• Take part in recruiting/interviewing, focus groups, quality initiatives, and the launch of new services.

⛳️ Requirements

• High school diploma or equivalent experience is required.

• Preferred experience in Customer Service, Financial Services, or insurance.

• Familiarity with navigating complex customer interactions from support to resolution.

• Willingness to embrace change and contribute to continuous improvement in a fast-paced environment.

• Bilingual abilities in English and Spanish are a plus.

• Availability for training hours from 8:00 a.m. – 4:30 p.m. CST, Monday through Friday, starting November 2nd, 2026.

• After training, capacity to work a full-time schedule between 9:30 a.m. – 6 p.m. CST, Monday through Friday.

• A private, secure, distraction-free workspace for remote work.

• Reliable power supply and hard-wired internet connection via ethernet to router/modem.

• Internet speed requirements: 30 Mbps download/10 Mbps upload.

• Ability to pass a criminal background check.

• Completion of the job skills assessment within 48 hours of receiving the invitation.

🏝️ Benefits

• Comprehensive medical, vision, and dental coverage.

• 401(k) matching up to 6%.

• Pension plan offerings.

• Four weeks of paid time off (PTO).

• Twelve paid holidays.

• Up to 20 hours of volunteer time off.

• Corporate gift matching up to 3:1.

• No night or weekend shifts.

• Structured and ongoing training opportunities.

• Monthly coaching sessions.

• Structured career advancement programs.

• Opportunities for professional growth.

• Career Progression program with potential for quarterly wage increases.

• Internal helpline, coaching, and mentoring available.

• Comprehensive documentation provided.

• Various bonuses, including annual or long-term incentives.

• Health savings account options.

• Flexible spending account availability.

• Life and accidental death and dismemberment insurance.

• Disability insurance coverage.

• Supplemental protection insurance.

• Sick and Safe Time benefits.

• Paid parental leave provisions.

• Employee Assistance Program access.

• Well-being benefits included.