Intermediate Customer Care Representative – Claims

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

📋 Description

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

• Assess customer needs and deliver tailored service to guarantee positive and impactful outcomes; involve more experienced team members for intricate issues and scenarios.

• Research and gather information using various systems and technologies.

• Collaborate with cross-functional teams to acquire and provide essential information for issue resolution.

• Record customer inquiries and the actions taken; ensure timely follow-up on outstanding matters.

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

• Meet department metrics and expectations.

• Engage in a collaborative team environment to achieve departmental objectives.

⛳️ Requirements

• Associate’s degree in a business discipline or equivalent experience.

• A minimum of three years of call center or customer service experience, or one year of experience within the financial services sector.

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

• Capability to work independently as well as collaboratively within a team.

• Proficiency in using MS Office applications.

• Familiarity with retirement, life, and annuity investment products.

🏝️ 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 aligned with 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 for 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