Job Description
We are seeking a dedicated professional to join our team as a Client Services Coordinator. This role involves providing exceptional client service to clients calling about Whole Life, Term Life, and Universal Life Insurance products. The successful candidate will be responsible for addressing client inquiries and concerns in a timely and professional manner, while understanding their needs and requirements.
* The ideal candidate will have 1-2 years of customer service experience and possess excellent interpersonal skills and strong written and verbal communication abilities.
* They will also have a degree or equivalent experience, familiarity with insurance products, and proficiency in computer skills.
As a Client Services Coordinator, you will be responsible for handling ad-hoc requests that may require research, responding to phone inquiries, and setting up requests for illustrations, policy values, forms, and policy histories across our Whole Life, Term Life, and Universal Life insurance products.
You will work closely with teams such as Claims, Disbursements, Client Record Maintenance & Policy Admin, and participate in team meetings and contribute to Continuous improvement initiatives.
Required Skills and Qualifications
* Customer Service Experience: 1-2 years
* Interpersonal Skills: Excellent
* Communication Abilities: Strong written and verbal
* Degree: Degree or equivalent experience
* Familiarity with Insurance Products: Familiarity with insurance products is advantageous
* Computer Skills: Proficient in computer skills
Benefits
* Opportunity to work in a dynamic and fast-paced environment
* Chance to develop your skills and knowledge through training programs, workshops, and town halls
* Collaborative team environment
Others
* Ability to multitask and prioritize workloads
* Excellent research and follow-up skills
* Superior organizational and prioritization abilities
* Team-oriented with a commitment to punctuality and adherence to schedules