Life & Health Licensed Specialist

Job Summary

A company is looking for a Customer Service Product Specialist (Remote).

Key Responsibilities

• Serve as the primary internal point of contact for the assigned association, providing insights and support to internal teams and members
• Own and resolve complex account issues, policy questions, and escalations requiring advanced analysis and follow-up
• Collaborate across various departments to support end-to-end case resolution and process improvement

Required Qualifications

• Bachelor's degree or comparable professional experience
• Experience in customer service, insurance, financial services, or a related field
• Ability to deliver exceptional service and build trust through professionalism and sound judgment
• Proficiency with CRM tools and internal systems
• Willingness to obtain Life & Health and Property & Casualty licenses as required