Customer Experience Representative

Job Summary

Handling customer inquiries and service requests, the full-time remote Customer Experience Representative will prepare and process policy changes, manage daily accounting transactions, and collaborate with teams to enhance the customer experience.

Key responsibilities

• Manage customer contacts regarding policy administration and benefits, providing accurate information and service requests
• Process various service requests including policy loans and routine changes, while documenting all communications in the online Call Manager system
• Research and resolve moderately complex inquiries, collaborating with senior team members as needed to ensure customer satisfaction

Required qualifications

• High school diploma or equivalency; associate degree in business or marketing preferred
• Two years of experience in life and annuity or related fields
• Prior experience in a call center or customer service environment is preferred
• Completion of LOMA coursework and possession of Associate Customer Service designations are preferred
• Good knowledge of state insurance and IRS regulations is preferred