Responsibilities: of the Customer Service Representative: • Manage all client correspondence related to service inquiries and claims via phone, email, chat, and text while maintaining professionalism. • Respond promptly and efficiently to client needs, ensuring all requests are handled through resolution with minimal escalation. • Process service requests including withdrawals, surrenders, ownership updates, and beneficiary changes. • Explain contract benefits and provide detailed information regarding products and transaction processes. • Build and maintain strong client relationships, working to retain business when clients are considering alternative providers. • Maintain accurate and up-to-date knowledge of all products, procedures, and business rules. • Provide technical support to clients utilizing digital platforms and online account tools. • Collaborate with team members and leadership to ensure consistent, high-quality service delivery. • Promote digital solutions and act as a change agent in enhancing client experience processes. • Communicate developments and escalations effectively with management and support special projects as needed. Qualifications: of the Customer Service Representative: • Bachelor's degree and/or relevant customer service or call center experience. • Strong written and verbal communication skills with the ability to explain complex information clearly. • Demonstrated ability to multitask, including passing call simulation testing requirements. • Experience working in a fast-paced, team-oriented environment with a positive and adaptable attitude. • Intermediate proficiency with Microsoft Office Suite and general computer systems. • Strong organizational skills with attention to detail and accuracy. • Dependability and reliability with adherence to structured schedules.
| Location | Durham, NC |
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