Client Experience Specialist - Life Insurance

Amerilife Group, LLC; California (MO); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

Amerilife Group, LLC is seeking a Client Experience Coordinator in California, MO, to be the primary liaison between clients and the company throughout the new business and underwriting process. This role involves managing client cases, providing updates, answering questions, and ensuring clarity at each step.

The ideal candidate will have strong knowledge of life insurance, excellent communication skills, and a commitment to superior customer service. Responsibilities include resolving inquiries and enhancing overall client satisfaction.

Qualifications

• Strong knowledge of life insurance processes, including key impairments.
• Ability to manage complex customer service inquiries independently.
• Excellent verbal and written communication skills required.

Responsibilities

• Serve as the primary liaison between clients and the company.
• Proactively follow up with clients to ensure understanding of processes.
• Manage complex inquiries and complaints effectively.

Skills

Knowledge of the life insurance process

Problem-solving skills

Excellent communication skills

Relationship building

Discretion with confidential matters

Tools

Salesforce.com

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Amerilife Group, LLC is seeking a Client Experience Coordinator in California, MO, to be the primary liaison between clients and the company throughout the new business and underwriting process. This role involves managing client cases, providing updates, answering questions, and ensuring clarity at each step.

The ideal candidate will have strong knowledge of life insurance, excellent communication skills, and a commitment to superior customer service. Responsibilities include resolving inquiries and enhancing overall client satisfaction.