What are the responsibilities and job description for the Life Customer Service Specialist I position at Constellation Insurance, Inc.?
Life Customer Service Specialist will serve as the primary point of contact, providing responsive support to clients and financial advisors across all life product lines.
This role can be on site in Cincinnati, hybrid in Cincinnati, or remote. Working hours are Monday-Friday 8am-5pm eastern.
Your role and impact
Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Life Customer Service Specialist:
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What Sets You Up For Success
This role can be on site in Cincinnati, hybrid in Cincinnati, or remote. Working hours are Monday-Friday 8am-5pm eastern.
Your role and impact
Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Life Customer Service Specialist:
- Handle Inbound & Outbound Calls: Answer incoming calls and make outbound calls to assist customers with inquiries, issues, or requests.
- Provide Excellent Customer Service: Address customer needs professionally, ensuring a positive experience.
- Resolve Customer Issues: Troubleshoot problems, provide solutions, and escalate complex issues as needed.
- Process Transactions & Requests: Assist with account updates, payments, orders, or service changes.
- Document Interactions: Accurately log customer interactions, issues, and resolutions in the system.
- Follow Call Scripts & Guidelines: Maintain consistency and compliance with company policies and procedures.
- Meet Performance Metrics: Achieve goals related to call handling time, customer satisfaction, and resolution rates.
- Stay Informed: Keep up with company products, services, and policies to provide accurate information.
- Handle Sensitive Information Securely: Maintain confidentiality and follow data security protocols.
- Work in a Team Environment: Collaborate with colleagues and supervisors to improve service quality.
- Competitive pay: Fair compensation for your hard work.
- Healthcare coverage: Comprehensive medical, dental, and vision from day one.
- Life insurance: Company-paid coverage for you and your loved ones.
- 401(k) plan: Matching contributions to help secure your financial future.
- Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
- Work-life balance: Flexible time-off policy to recharge and pursue passions.
- Dress for your day: Express your style comfortably at work.
- Inclusion and Culture: A respectful environment that values unique contributions.
- Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
- Well-being focus: Programs to support a healthy balance between work and home life.
- Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.
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What Sets You Up For Success
- A bachelor's degree or equivalent customer service experience
- Previous experience in a high-volume call center a plus
- Knowledge of the life insurance industry highly desired
- Superior attention to detail
- A proficiency in math
- Excellent telephone, verbal and written communication skills
- Microsoft Office and Windows
- Organizational and analytical skills
- Continuing LOMA (Life Office Management Institute) or insurance education annually
- Active FINRA Series 6 license a plus (if the applicant does not have a FINRA Series 6 license, the opportunity to obtain a license may present itself after being hired.)