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Customer Care Advocate
وصف الوظيفة
As a Customer Care Advocate, you will receive in-bound customer service inquiries via the telephone and resolve problems by putting customers at the heart of all you do. You will deliver a service experience that exceeds expectations and makes it easy for customers to do business with us.
المسؤوليات
- Provide 'Best in Class' customer Service for Life Insurance products.
- Educate Financial Advisors and clients on market requirements, processes, contract provisions and digital solutions.
- Answer and accurately document incoming calls from a variety of customers including Financial Advisors, contract owners and beneficiaries.
- Research and respond to errors, contract discrepancies and processing delays.
- Assist advisors with portal support including account unlocks and password reset inquiries
- Research special requests and act as a liaison between your customer and operational areas.
- Use computerized systems efficiently to track, troubleshoot and gather information.
- Adhere to a provided schedule for your workday.
- Consistently meet or exceed key performance indicators.
المؤهلات
- High school diploma or equivalent required
- 1+ years customer service experience required.
- Ability to work during the hours of operation of 9:00 am-6:30pm ET Monday-Friday
- Strong computer navigation skills and efficient keyboard/typing skills.
- Ability to multi-task while speaking to a customer.
- Basic math, analytical and problem-solving skills.