Customer Service Representative- Remote- Full-Time

The Position

The Client Service Representative will be focused primarily on our Life products and should have a friendly, patient, and kind phone manner, as we work one-on-one with customers to explain the features of the Life insurance we offer. There is no cold calling; this is not a call center.

Primary Responsibility

· Handling phone and email inquiries from current and prospective customers

Other Responsibilities

· Preparing well-written responses to customers

· Processing insurance quotes, coordinating underwriting, and assembling insurance certificates digitally

· Additional activities to support our efforts to help customers become insured and remain insured

The Requirements:
• Be computer savvy and proficient in Microsoft Office (especially Word, Excel, and Outlook)
• Possesses excellent communication and listening skills with a strong attention to detail
• Able to multitask with a willingness to adapt to internal operational processes and systems
• Prior client service experience and/or insurance license is a big plus
• All applicants MUST be based in the US

The Benefits:

We provide:
• Competitive pay + 3 weeks paid vacation + plus paid holidays
• Generous 401K package (once eligible)
• Group life and disability insurance (fully subsidized)
• Group health insurance (partially subsidized)
• Optional dental, vision, accident, and critical illness (employee paid)
• Section 125 plan
• Commuter plan