Customer Care Representative – Life Insurance

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

📋 Description

• Utilize outstanding customer service and interpersonal abilities to address calls related to retirement, life, and annuity investment products.

• Assess customer needs and deliver customized assistance to guarantee positive and impactful outcomes; involve more knowledgeable team members for intricate issues and scenarios.

• Find/research information using various systems and technologies.

• Collaborate with cross-functional departments to gather and/or provide essential information to resolve concerns.

• Record customer inquiries and related actions; follow up on pending items promptly.

• Acquire and maintain a thorough understanding of products, procedures, and systems.

• Meet department metrics and performance expectations.

• Contribute to a team-oriented environment to accomplish department objectives.

⛳️ Requirements

• Associate’s degree in a business-related field or equivalent experience.

• Three years of call center or customer service experience, or one year of experience in the financial services industry.

• Capability to communicate with customers professionally, both verbally and in writing.

• Ability to work autonomously as well as collaboratively within a team.

• Proficiency in using MS Office applications.

🏝️ Benefits

• Competitive Pay

• Bonus for Eligible Employees

• Benefits Package

• Pension Plan

• 401k Match

• Employee Stock Purchase Plan

• Tuition Reimbursement

• Disability Insurance

• Medical Insurance

• Dental Insurance

• Vision Insurance

• Employee Discounts

• Career Training & Development Opportunities

• Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.

• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).

• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars.

• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.

• Adoption Assistance

• Employee Assistance Program

• Back-Up Care Program

• PTO for Volunteer Hours

• Employee Matching Gifts Program

• Employee Resource Groups

• Inclusion and Diversity Programs

• Employee Recognition Program

• Referral Bonus Programs