Bilingual Customer Care Representative

Job Summary

A company is looking for a Bilingual Customer Care Representative for Life Insurance.

Key Responsibilities

• Provide accurate information to customers regarding retirement, life, and annuity investment products
• Identify customer needs and engage team members for complex issues while ensuring positive outcomes
• Document customer inquiries and follow up on outstanding items in a timely manner

Required Qualifications

• Associate's degree in a business field or equivalent experience
• Three years of call center or customer service experience, or one year in the financial services industry
• Bilingual in Spanish
• Ability to work independently and as part of a team
• Proficiency in MS Office tools