Customer Service Representative - Client Services
Primerica is a recognized leader in the financial services industry, known for its commitment to diversity and employee satisfaction. The Customer Service Representative will provide exemplary service to term life policyholders and agents, addressing inquiries related to billing, policy coverage, and other contract changes while ensuring thorough documentation of all interactions.
Responsibilities
- Deliver exemplary customer service to Primerica term life policyholders and agents
- Address verbal and written inquiries pertaining to term life insurance policies
- Assist clients with questions regarding billing, policy coverage, underwriting, or contract changes
- Identify concerns, ask appropriate questions, respond to inquiries in a concise and courteous manner while documenting all research findings thoroughly
- Perform corrections identified during the call and forward corrections to the appropriate party for further processing or approval when necessary
- Recognize priority situations and understand when to notify appropriate parties
Skills
- Minimum high school diploma or GED
- Excellent PC skills
- Intermediate skills in Microsoft Word
- Excellent verbal and written communication skills
- Excellent customer service skills
- Attention to detail
- Ability to maintain knowledge of company's products and procedures
- Ability to communicate professionally with irate customers
- Remote work requires a certain level of internet speed: Upload speed 8mbps, Download speed 15mbps
- 1 year of call center customer service experience
- Previous insurance or financial services experience
Benefits
- Day one health, dental, and vision insurance
- 401(k) Plan with competitive employer match
- Vacation, sick, holiday and volunteer time off
- Life and disability insurance
- Flexible Spending Account & Health Savings Account
- Professional development
- Tuition reimbursement
- Company-sponsored social and philanthropy events
Company Overview