Client Experience Representative

iA Financial Group (Industrial Alliance) • Waco, TX

6d • Hybrid

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. As a Client Service Representative, you’ll be at the core of our mission.

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.

Benefits

• Flexible Health, Dental and Vision insurance
• 401(k) + company match
• PTO
• employee and family assistance program
• performance bonus
• employee discount program
• Company-Paid Term Life, AD&D Insurance, Long and Short-Term Disability Insurance
• Company-Paid Health Advocate Benefit
• Wellness Allowance
• Generous Paid Time Off Plan and Holidays
• Competitive Bonus Program
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees