Customer Experience Associate, Compliance

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Deliver front-line customer service assistance to Compliance clients

• Execute tasks related to insurance regulatory compliance, licensing, client onboarding, and/or sales support

• Address customer inquiries through inbound/outbound calls, email, and/or chat

• Respond to questions and complete tasks or procedures for customers

• De-escalate challenging customer situations and provide effective solutions

• Collect and verify client information

• Enter data into Compliance and State web-based systems and forms

• Prepare related reports and monitor work in established databases

• Keep accurate records and well-organized documentation

• Assist with database updates and follow up on unresolved issues

• Adhere to deadlines reliably and escalate issues to senior team members or management

• Collaborate with colleagues and supervisors to meet client demands and team objectives

• Recognize opportunities for process enhancements that benefit clients and ensure insurance regulatory compliance

⛳️ Requirements

• High School diploma or its equivalent

• 1-2 years of experience in customer service or administrative roles required

• Proficiency in Microsoft Office: Word, Outlook, Excel, PowerPoint, and Access

• Exceptional written and verbal communication abilities

• Skilled at addressing complaints and challenges with effective solutions and a positive demeanor

• Strong time-management and prioritization capabilities

• Customer-focused mindset

• Ability to effectively communicate information to clients and successfully de-escalate customer frustrations

• Dedication to supporting fellow team members

• Detail-oriented and process-driven, with accurate documentation practices

🏝️ Benefits

• Eligibility for annual bonuses

• Comprehensive health insurance fully paid for employees starting on Day 1

• Medical, dental, and vision benefits available from Day 1

• Internet stipend for remote positions

• 401k plan with employer matching, vested immediately on Day 1

• Options for HSA/FSA

• Long-term and short-term disability provided by the employer

• Generous paid time off plan including holidays and floating holidays

• Opportunities for development and growth

• A thorough wellness program

• Prioritization of employee health