Customer Service Representative

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

📋 Description

• Proactively addressing inquiries from AXA Advisors regarding the status and activity of in-force policies.

• Ensuring that AXA Advisors receive timely, accurate responses and exceptional service at all times.

• Updating AXA Advisors on the status of pending variable agent of record changes and broker/dealer transfers.

• Managing incoming requests for in-force policies and providing proactive communication and status updates to AXA Advisors.

• Fostering and maintaining positive working relationships with carrier representatives to facilitate problem resolution related to in-force business.

• Keeping current knowledge of various carrier in-force and conversion guidelines.

• Capable of independently handling most calls and transactions, seeking supervisor guidance for more complex requests.

• Ability to follow instructions autonomously and produce professional, comprehensive correspondence/memos for carriers and agents.

• Supporting necessary changes in the work environment and positively influencing morale among peers.

⛳️ Requirements

• High School diploma.

• A minimum of one year of experience, ideally within the insurance industry.

• Proficient PC keyboarding skills in Windows-based applications.

• Ability to read and interpret documents such as carrier forms, agent information, and procedural manuals.

• Strong organizational and analytical skills.

• Excellent verbal and written communication skills with a positive attitude.

• Must exhibit strong problem-solving abilities and manage issues with minimal assistance.

• Capable of interpreting a variety of detailed instructions presented in written, verbal, diagrammatic, or schedule form.

• Detail-oriented with a commitment to accuracy.

• Must demonstrate a sense of urgency and efficiently prioritize workload.

• Individual should showcase strong role model skills and effectively prioritize workflow as changes arise throughout the day.

🏝️ Benefits

• Paid Time Off (PTO).

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Retirement savings plan.

• Disability insurance.

• Life insurance.