Service Professional – Life Insurance

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

📋 Description

• Provide exceptional service to policyholders, beneficiaries, and Financial Professionals.

• Handle incoming client inquiries with professionalism, care, and precision.

• Attend to callers’ needs, resolve inquiries, and educate them on policy specifics.

• Offer emotional support and advocate for policyholders within the organization.

• Investigate and follow up on standard inquiries and issues.

• Utilize administration systems, workflow tools, and imaging tools to collect and document information.

• Process routine financial and non-financial transactions while maintaining accurate records.

• Suggest and implement process enhancements to elevate customer experience.

• Achieve individual and team performance targets as well as service metrics.

• Appropriately escalate complex issues.

• Comply with the company’s internal controls framework along with all policies and procedures.

• Collaborate with colleagues and participate in project teams as necessary.

• Work a Monday–Friday schedule between 8am ET and 6pm ET.

• Fulfill regulatory and job training requirements and undertake other assigned tasks.

⛳️ Requirements

• High school diploma or equivalent is mandatory.

• 1–3 years of relevant customer service experience in life insurance, annuities, or financial services is required.

• Experience with life insurance/annuity products is essential.

• Proven customer service experience in a contact center is required.

• Proficient working knowledge of Microsoft Office applications, including Excel, Word, and Outlook is necessary.

• A customer service attitude that reflects professionalism, confidence, and a friendly, supportive phone demeanor.

• Capability to understand and convey complex life insurance and/or annuity product information and business processes.

• Proficiency in navigating multiple systems and resources.

• Strong analytical, organizational, verbal, and written communication skills.

• Detail-oriented with robust problem-solving abilities.

• Ability to manage various tasks, adapt to shifting environments, work under pressure, and meet deadlines.

• Ability to thrive in a collaborative team setting.

• FINRA Series 6 license is highly preferred.

• A Bachelor’s degree or higher is preferred.

• Relevant industry certifications such as LOMA are preferred.

• Familiarity with Five9 systems is preferred.

• Some positions may require proficiency in Spanish.

🏝️ Benefits

• 100% remote work flexibility.

• Flexible working approach.

• Access to training programs.

• Regulatory and job training provided.

• Equal employment and advancement opportunities.