Customer Experience Specialist - Fintech & Insurance

Group 1001; Indianapolis (IN); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental and Vision Insurance

Life Insurance

Short and Long-Term Disability

401K with company match

Employee Assistance Program

Wellness programs

Job summary

Group 1001 is seeking a Customer Experience Associate to be the first point of contact for customers across phone, email, chat and other channels. You’ll provide empathetic guidance on enrollment, policy servicing, and annuity-related tasks, ensuring accurate data entry and compliant processes.

You will also handle policyholder requests, collaborate with internal teams, and strive to meet CSAT and productivity targets while protecting sensitive information.

Qualifications

• 2+ years in customer service with a focus on empathy and solution delivery.
• Bachelor’s degree or equivalent work experience.

Responsibilities

• Serve as the first point of contact for customers via multiple channels.
• Guide enrollment, policy servicing, and annuity-related inquiries.
• Process annuity applications accurately and compliantly.
• Handle policyholder requests including updates and changes.
• Maintain detailed CRM and policy data entry with accuracy.
• Collaborate with internal teams to resolve inquiries efficiently.
• Meet CSAT, service level, quality, compliance, and productivity targets.
• Maintain confidentiality of customer and company information.

Skills

Customer service

Written communication

Verbal communication

Education

Bachelor's degree or equivalent

Tools

Office 365

Google Suite

Confluence

Zendesk

Amazon Connect

Salesforce

Job description

Group 1001 is seeking a Customer Experience Associate to be the first point of contact for customers across phone, email, chat and other channels. You’ll provide empathetic guidance on enrollment, policy servicing, and annuity-related tasks, ensuring accurate data entry and compliant processes.

You will also handle policyholder requests, collaborate with internal teams, and strive to meet CSAT and productivity targets while protecting sensitive information.