Customer Experience Specialist

Job Summary

A company is looking for a Customer Experience Specialist 1 - Individual Life.

Key Responsibilities

• Respond to customer inquiries regarding policy changes and contractual options
• Serve as a contact for advisors and their staff for post-sale service on existing policies
• Coordinate resolution of policy changes and provide education on products and services

Required Qualifications

• High school graduate or equivalent with 2+ years related work experience required
• Associate's degree or equivalent work experience preferred
• Strong digital literacy and ability to navigate multiple systems
• Ability to prioritize work in a fast-paced environment
• Must pass fingerprinting and a full background check to become an associated person of Principal Securities Inc