Customer Experience Associate, Compliance

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

📋 Description

• Deliver exceptional front-line customer service support to Compliance clients.

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

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

• Respond to questions and assist customers by completing necessary tasks or processes.

• De-escalate challenging customer situations and provide effective solutions.

• Adhere to established processes for completing routine regulatory compliance, client intake, and/or sales support tasks.

• Collect and verify client information accurately.

• Enter information into Compliance and/or State web-based systems and forms.

• Complete relevant reports and track work within established databases.

• Ensure accurate record-keeping, support database updates, and follow up on pending items.

• Meet deadlines while maintaining organized documentation.

• Escalate issues to senior team members, supervisors, leads, or management when necessary.

• Work collaboratively with co-workers and supervisors to fulfill client needs and achieve team goals.

• Identify opportunities for process enhancements and expand knowledge of insurance regulatory compliance.

• Promote respectful, solution-oriented communication and teamwork.

⛳️ Requirements

• High School diploma or equivalent qualification is required.

• 1-2 years of experience in customer service or administrative roles is necessary.

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

• Strong written and verbal communication skills are essential.

• Capability to address complaints and issues with effective solutions and a positive demeanor.

• Excellent time-management and prioritization abilities.

• Customer-centric mindset, with a passion for providing service and resolving customer challenges.

• Ability to effectively de-escalate customer frustrations.

• A team player dedicated to supporting fellow team members.

• Process-oriented and detail-focused, committed to maintaining accurate documentation.

🏝️ Benefits

• Eligibility for an annual bonus.

• Comprehensive employee health insurance fully covered starting Day 1.

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

• Internet stipend eligibility for remote positions.

• 401k plan with employer matching, vested from Day 1.

• Health Savings Account (HSA) and Flexible Spending Account (FSA) options available.

• Employer-sponsored long-term and short-term disability coverage.

• Generous paid time off (PTO) plan with paid holidays and floating holidays.

• Opportunities for development and growth.

• A comprehensive wellness program that prioritizes employee health.