Customer Service Analyst II

Job Summary

A company is looking for a Customer Service Analyst II for a fully remote consulting role.

Key Responsibilities

• Handle 25-40 inbound calls per day
• Assist agents with account resets, unlocks, and product inquiries
• Update customer records in the CRM system and perform accurate data entry

Required Qualifications

• 5+ years of customer service experience in life insurance or annuities
• 2+ years of experience working with Indexed Universal Life insurance
• Experience with RingCentral, Slack, and Google Suites
• Experience with payment systems such as Strike or Adyen