Customer Service Representative - Field Solutions

Primerica; United States; Hybrid; USD 30,000 - 33,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Life insurance

Disability insurance

HSA/FSA

Professional development

Tuition reimbursement

Company events

Job summary

Primerica, based in Duluth, Georgia, is seeking a Customer Service Representative I to join our Agent Services team. The CSR will handle inquiries about term life policies, assist with billing questions, policy details, and changes, and maintain thorough documentation. After training, remote or hybrid work is possible with speed requirements met.

The role emphasizes excellent communication, attention to detail, and a path for career growth within Primerica’s supportive environment.

Qualifications

• 1 year of call center customer service experience is preferred but not required.
• Minimum high school diploma or GED.
• Previous insurance or financial services experience is a plus.
• Excellent PC skills.
• Intermediate skills in Microsoft Word.
• Excellent verbal and written communication skills.
• Excellent customer service skills.
• Attention to detail.
• Ability to maintain knowledge of company’s products and procedures.
• Ability to communicate professionally with irate customers.

Responsibilities

• Respond to verbal and written inquiries about term life policies.
• Assist clients with questions regarding billing, policy coverage, underwriting, or contract changes.
• Identify concerns, ask appropriate questions, and document research findings; forward corrections for processing.
• Recognize priority situations and notify appropriate parties when needed.

Skills

Call center experience

Excellent communication

Customer service

Attention to detail

PC skills

MS Word

Insurance knowledge

Education

High school diploma or GED

Job description

Join Our Team

In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year.Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America’s best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special “Best of Gwinnett” winner editions. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.

About this Position

We are seeking Customer Service Representatives to work in the Agent Services department for our corporate office in Duluth, Georgia.

Remote or hybrid working schedule is an option after training. Remote work requires a certain level of internet speed.

The Customer Service Representative 1 works in one of these departments delivering exemplary customer service to Primerica term life policyholders and agents. The CSR addresses verbal and written inquiries pertaining to term life insurance policies. They assist clients with questions regarding billing, policy coverage, underwriting, or contract changes.

Responsibilities & Qualifications

In addition the CSR will identify concerns, asks appropriate questions, respond to inquiries in a concise and courteous manner while documenting all research findings thoroughly. This role will perform corrections identified during the call and forwards corrections to the appropriate party for further processing or approval when necessary. Recognizes priority situations and understands when to notify appropriate parties.

Qualifications, Skills and Abilities:

• 1 year of call center customer service experience preferred but not required

• Minimum high school diploma or GED

• Previous insurance or financial services experience is a plus

• Excellent PC skills

• Intermediate skills in Microsoft Word

• Excellent verbal and written communication skills

• Excellent customer service skills

• Attention to detail

• Ability to maintain knowledge of company’s products and procedures

• Ability to communicate professionally with irate customers

Schedule:

• 40 hours per week

• Monday–Friday9:00am - 6:00pm

Salary:

• $30,000-$33,000 based on experience

Remote work requirements:

• Personal Computer / Laptop

• Internet Access – speed requirements:

Additional information:

The Customer Service Representative 1 position is the first step in a rewarding career path. Our Customer Service Representatives have a defined opportunity for career growth with detailed steps to receive a promotion. These steps include knowledge, skills, and performance required to progress in the department. An employee can make a plan to obtain what is necessary in each of these areas to achieve growth and success. Primerica offers career growth and opportunities to make your future as productive and rewarding as it can be. Employees can apply to other jobs within our company after being in their position for 1 year.

FLSA status:
This position is exempt (not eligible for overtime pay):

No

Our Benefits:

• Day one health, dental, and vision insurance

• 401(k) Plan with competitive employer match

• Vacation, sick, holiday and volunteer time off

• Life and disability insurance

• Flexible Spending Account & Health Savings Account

• Professional development

• Tuition reimbursement

• Company-sponsored social and philanthropy events

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless ofrace, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.