Customer Service Representative - Preneed
Global Atlantic is a leading provider of retirement security and investment solutions. The Customer Service Representative - Preneed will provide excellent customer service by responding to inquiries, resolving issues, and maintaining accurate documentation of communications.
Responsibilities
- Understands insurance products, procedures, and system capabilities
- Responds to inbound calls providing excellent customer service
- Documents telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicable
- Receives and resolves telephone inquiries from parties of the contract within service standards
- Identify, communicate, and proactively work to solve problems or issues
- Accurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State
- Investigates client request or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines
- Focuses on Global Atlantic’s long-term success by building strong (internal and external) customer relationships
- Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance
- Main contact for assigned sales representatives, accounts, and states
- Provides a broad range of technical and operational support to clients and agents
- Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy
- Participation in team meetings
- Provides other duties as assigned by management
Skills
- High School diploma or GED required
- 1+ years of work experience in customer service
- Strong PC and Software skills, especially Microsoft Office products
- Insurance industry knowledge is a plus
- Proven ability to grasp new products, concepts, and procedures
- Understanding of the industry, sales process, and distribution channel
- Strong attention to detail with excellent organizational skills
- Great interpersonal and team skills required
- Strong written and oral communication skills
- Excellent phone presence and presentation
- Ability to maintain positive attitude and composure in dealing with difficult situations
- Demonstrated flexibility with schedules and time management
- This role is not eligible for visa sponsorship now or in the future
Benefits
- $500 cash sign-on bonus
- All IT equipment provided
- Hybrid work schedule after training period
- Free lunch and parking
- Referral bonuses
- Eligible for annual bonus
- Comfortable workspaces and game rooms
- PTO, Sick Days, Paid Company Holidays
- Free health insurance - employee & children levels based on salary band
- Training & career advancement
- 401(k) match and equity opportunities
- Tuition, adoption, and lifestyle reimbursement
Company Overview