Bilingual Client Experience Representative

iA Financial Group (Industrial Alliance)•Waco, TX

About The Position

Are you driven by life insurance domain and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Client Experience Representative, you will play a key role as the front line of support for policy holders, agents, and internal customers. They provide excellent customer service in every interaction with a positive attitude and a willingness to assist every customer. The Client Experience Representative supports customers by identifying and assessing customers’ needs. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

Is known for their strong phone and active listening skills.
Stands out for their strong computer/MS Office skills; ability to learn other software systems quickly.
Demonstrates strong written and verbal communication skills.
Is recognized for their solid research and problem-solving skills and ability to keep work well organized and prioritize well.
Has 1 year of experience in customer service industry, preferably in a call center environment.

Responsibilities

Communicates with customers through inbound and outbound phone calls, chats, written correspondence, and e-mail to ensure successful resolution of inquiries, and requests for policy information.
Explains policy coverage information and provides details to customer questions and concerns.
Determines what requests should be forwarded for review by other departments or management.
Provides appropriate follow-up to customers when needed.
Makes updates to policies and completes service log daily.
Becomes familiar with the details of Company products and policies, and a working knowledge of where to get assistance in responding to inquiries.
Maintains a positive demeanor in a high-call center environment.
Works independently, and as part of the team to help meet personal goals, department goals, and objectives.
Conducts Company business in accordance with all applicable laws, regulations, and contractual obligations.
Behave ethically and with integrity and always follow the principles of the Compliance Program when making business decisions.
Compliance with this program is a condition of employment for every American-Amicable staff.