Customer Experience Advocate

Job Summary

Providing exceptional service remotely, the full-time Customer Experience Advocate will handle inquiries, resolve customer requests, and educate clients on digital tools while contributing to a positive customer experience.

Key responsibilities:

• Communicate with customers via phone, email, and chat to deliver effective solutions and navigate policy details
• Accurately document and resolve customer requests while promoting self-service digital tools
• Identify and escalate trends to improve the overall customer experience and meet performance goals

Required qualifications:

• Minimum of 2 years of customer service experience in fast-paced environments
• High school diploma required; experience in the annuity, retirement, or finance industry preferred
• Proficiency in navigating multiple computer systems and adapting to new technologies
• Strong decision-making and time management skills
• Ability to work flexible shifts while maintaining performance standards under pressure