Associate Customer Care Professional, Life Insurance

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

📋 Description

• Deliver personalized customer service for life insurance-related inquiries, from initial greeting to issue resolution.

• Establish a connection with callers from various backgrounds and evaluate their circumstances.

• Efficiently navigate multiple systems to collect pertinent information.

• Clearly and positively present potentially complex solutions.

• Prioritize quality and first-call resolution, while reducing processing times and after-call tasks.

• Assist clients in achieving financial clarity and reaching their goals.

• Participate in regular meetings with management and engage in monthly coaching sessions.

• Gain expertise in financial products and programs, including annuities, health insurance, life insurance, mutual funds, and beneficiary claims.

• Get involved in additional opportunities such as recruiting and interviewing candidates, focus groups, quality initiatives, and the launch of new services.

⛳️ Requirements

• High school diploma or equivalent experience required.

• Preference for candidates with post-secondary education.

• Experience in financial services or insurance is advantageous.

• Proven ability to manage complex customer interactions from support through to resolution.

• Willingness to embrace change and contribute to ongoing improvements in a fast-paced environment.

• Bilingual proficiency in English and Spanish is an asset.

• Candidates located within the Pacific, Mountain, or Central time zones are preferred.

• Availability for training hours from 8:00 a.m. to 4:30 p.m. CST, Monday to Friday, starting October 12, 2026.

• After training, candidates must be able to work a full-time schedule between 9:30 a.m. and 6:00 p.m. CST, Monday to Friday.

• Must have a private, secure, and distraction-free remote workspace.

• Reliable power source and a hard-wired internet connection via ethernet to router/modem are required.

• Minimum internet speed of 30 Mbps for downloads and 10 Mbps for uploads is necessary.

• Must pass a criminal background check.

• Completion of the application and Modern Hire job skills assessment is mandatory.

🏝️ Benefits

• 4-6 weeks of structured training and onboarding, paired with a dedicated onboarding partner and consistent mentoring.

• Career Progression program that allows for hourly wage increases every quarter in the first year upon meeting specific milestones.

• Opportunities for personal and professional growth throughout the organization.

• Access to an internal helpline, coaching, mentoring, and thorough documentation.

• Comprehensive medical, vision, and dental coverage.

• 401(k) matching contributions up to 6%.

• Pension plan offerings.

• Four weeks of paid time off (PTO).

• Twelve paid holidays each year.

• Up to 20 hours of volunteer time off.

• Corporate gift matching program up to 3:1.

• No required night or weekend shifts.

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

• Health savings account available.

• Flexible spending account options.

• Coverage for life and accidental death and dismemberment insurance.

• Disability insurance options.

• Supplemental protection insurance is provided.

• Sick and Safe Time benefits.

• Volunteer Time Off policies.

• Paid parental leave is available.

• Employee Assistance Program (EAP) services.

• Well-being benefits offered.