Customer Experience Associate

Job Summary

Providing front-line customer service support, the full-time hybrid Customer Experience Associate in Compliance will manage customer inquiries related to insurance regulatory compliance, licensing, and client intake, while ensuring high-quality service and timely task execution.

Key responsibilities

• Handles customer inquiries through various channels, offering solutions and de-escalating issues to enhance the customer experience
• Follows established procedures to complete compliance-related tasks, ensuring accurate documentation and timely processing
• Collaborates with team members to improve processes and maintain a positive workplace culture focused on shared goals

Required qualifications

• High School diploma or equivalent
• 1-2 years of customer service or administrative experience
• Proficiency in Microsoft Office applications: Word, Outlook, Excel, PowerPoint, and Access
• Ability to effectively address customer complaints with a positive attitude
• Detail-oriented with strong time-management and prioritization skills