Customer Service Advocate (On-Site)

Western & Southern Financial Group • Fremont, MI

7d • Onsite

About The Position

This position represents Gerber Life through providing exceptional service to existing customers and engaging in consultative conversations using the Gerber Life Insurance sales process. Processes transactions and ensures customers' needs are met via inbound and outbound calls.

Requirements

• High School Diploma Or GED. - Required
• 1-2 years Customer Service experience. - Required
• Proven strong and accurate business English, verbal and written communication skills (grammar and spelling).
• Proven excellent listening skills.
• Proven ability to multitask.
• Demonstrated strong service acumen and sales focus with the ability to offer additional products that will fill the insurance needs of the customer.
• Excellent PC, data entry & word processing software skills.
• Life and Health Insurance license in Resident State. Required

Nice To Haves

• Demonstrated contact center experience and knowledge considered a plus.
• Demonstrated life insurance industry experience and knowledge considered a strong advantage.
• Proven ability to be a Customer Service Advocate with the ability to discuss information in a customer-friendly manner.

Responsibilities

• Responds to customer inquiries via inbound service and sales telephone interactions to address a variety of customer inquiries which include, but are not limited to, processing payments, resolving billing issues, policy changes requests and completing new insurance applications.
• Reviews customer’s current insurance needs while engaging in consultative conversations.
• Expected to make recommendations that address the customer’s needs, while also promoting business growth and goal achievement with competitive, industry-leading life insurance and other financial products.
• Handles customer inquiries in a positive and professional manner consistent with compliance and regulatory requirements.
• Obtains and maintains multi-state licenses while employed in this position: Must obtain appointments in 39 Company-designated states within approximately the first five to seven weeks of employment. Must obtain licensing in remaining states which Gerber Life Insurance Company conducts business within approximately 45 to 60 days of employment.
• Performs other duties as assigned.
• Complies with all policies and standards.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees