Customer Experience Associate

Job Summary

Providing front-line customer service support, the full-time Customer Experience Associate in Compliance will handle customer inquiries related to insurance regulatory compliance, licensing, and client intake while working in a hybrid environment.

Key responsibilities

• Receives and manages customer inquiries via phone, email, and chat, ensuring exceptional service and effective resolution of issues
• Follows established procedures to complete compliance-related tasks and maintains accurate records in internal systems
• Collaborates with team members to enhance processes and foster a positive workplace culture focused on client needs

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 organizational skills for accurate documentation