Service Professional

Job Summary

A company is looking for a Service Professional who provides exceptional service to Financial Professionals and their clients.

Key Responsibilities

• Act as a compassionate voice and problem solver for Financial Professionals and their clients
• Advocate for policyholders by understanding their unique needs and addressing concerns promptly
• Handle inbound calls, resolve inquiries, and process transactions while ensuring a seamless customer experience

Required Qualifications, Training, and Education

• High School Diploma or Equivalent required; Bachelor's Degree preferred
• Minimum of 1+ years of experience in a contact center environment
• Experience with life insurance and/or annuities products preferred
• Bilingual, Spanish-English, is a plus
• Successfully complete regulatory and job training requirements