Customer Service Advocate-Work At Home

Western & Southern Financial Group • Houston, TX

8h • Remote

About The Position

This position represents Gerber Life Insurance by providing exceptional service to existing customers and engaging in consultative conversations using the company’s sales process. The role processes transactions and meets customers’ needs through inbound and outbound calls. It is remote and currently available only to candidates in IN, WI, FL, GA, NC, SC, and TX.

The advocate responds to customer inquiries, reviews insurance needs, recommends suitable products, and supports business growth while meeting compliance and regulatory requirements. The position requires obtaining and maintaining multi-state insurance licenses and appointments on specified timelines. The work is performed in a remote office setting and includes extended hours during peak workloads or special projects and events. No travel is required.

Requirements

• High school diploma or GED.
• 1–2 years of customer service experience.
• Life and Health Insurance license in the employee’s home state upon hire.
• Appointment to sell Life and Health Insurance within 15 business days of the start date in at least 39 U.S. states, including at least four of these six states: California, Florida, Georgia, New York, North Carolina, and Texas.
• Ability to pass state insurance agent licensing within approximately three weeks of hire, obtain appointments in 39 company-designated states within approximately five to seven weeks, and obtain licensing in the remaining states where the company operates within approximately 45 to 60 days.
• Ability to discuss information with customers in a customer-friendly manner.
• Strong, accurate business English verbal and written communication skills, including grammar and spelling.
• Excellent listening skills and ability to multitask.
• Strong service acumen and sales focus, including the ability to offer additional products that meet customers’ insurance needs.
• Excellent PC, data-entry, and word-processing software skills.
• Ability to remain stationary for long periods while working at a desk, using a computer or standard office equipment, or participating in meetings.
• Ability to verbally communicate and exchange accurate information with customers and associates regularly.
• Visual acuity to read and interpret correspondence, procedures, reports, and forms, and to inspect work for accuracy and thoroughness.
• Ability to prepare written correspondence, reports, and forms using prescribed formats and proper punctuation, grammar, diction, and style.
• Ability to apply logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to perform substantial, continuous wrist, hand, and finger movements for computer work.

Nice To Haves

• Demonstrated contact center experience and knowledge.
• Demonstrated life insurance industry experience and knowledge.
• Strong bilingual competency in English and Spanish.

Responsibilities

• Respond to customer inquiries through inbound service and sales calls, including processing payments, resolving billing issues, handling policy change requests, and completing new insurance applications.
• Review customers’ current insurance needs and conduct consultative conversations; recommend products that address those needs while supporting business growth and goal achievement.
• Handle inquiries professionally and in accordance with compliance and regulatory requirements.
• Obtain and maintain multi-state insurance licenses and appointments according to the stated timelines.
• Perform other duties as assigned.
• Comply with all policies and standards.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED