Customer Service Professional - job 1 of 3

Job Summary

A company is looking for a Service Professional to provide exceptional service to Financial Professionals and their clients.

Key Responsibilities

• Serve as a compassionate voice and problem solver for Financial Professionals and their clients
• Advocate for policyholders by addressing their unique needs and concerns promptly and efficiently
• Handle inbound calls, resolve inquiries, and educate clients on policy benefits while ensuring a seamless customer experience

Required Qualifications

• H.S. Diploma or Equivalent required; Bachelor's Degree preferred
• Minimum of 1+ years of experience in a contact center environment
• Experience with life insurance products and/or Series 6 license preferred
• Bilingual in Spanish and English is a plus
• Commitment to continuous improvement and adherence to company policies and procedures