Customer Service Representative (Work From Home - Full Time)

Globe Life American Income Division: McQuade Organization; Davis (CA); Remote; USD 35,000 - 55,000; Full time

Job summary

An established industry player is looking for a detail-oriented Customer Service Representative to work from home. This pivotal role involves managing accounts related to estate management, ensuring that clients receive exceptional service and support. The ideal candidate will have a strong background in customer service, with knowledge of life insurance and estate planning. You'll be responsible for building relationships with clients, customizing insurance policies to fit their needs, and assisting with claims processes. Join a dynamic team that values ongoing training and offers flexible schedules, making it an exciting opportunity for those eager to grow in the financial services sector.

Benefits

Health Insurance Reimbursement

Residual Income Account

Flexible Schedule

Ongoing Training

Performance-Based Incentives

Qualifications

• High school diploma required; bachelor’s in business or finance preferred.
• Strong organizational skills and ability to build rapport with clients.

Responsibilities

• Serve as the primary contact for clients, addressing their needs and providing updates.
• Prepare and manage documentation related to estate transactions.

Skills

Customer Service

Communication Skills

Interpersonal Skills

Problem-Solving

Organizational Skills

Education

High School Diploma

Bachelor’s Degree in Business or Finance

Tools

Digital Marketing Tools

Job description

Customer Service Representative (Work From Home - Full Time)

2 days ago Be among the first 25 applicants

Job Overview
We are seeking a detail-oriented and highly organized CSR to manage and oversee accounts regarding our client's estate management. The ideal candidate will have extensive service experience and some knowledge of life insurance, legal considerations, and estate planning. This role is critical to ensuring that estates are effectively managed, and assets are maximized for our client's families.

Key Responsibilities

• Client Relations: Serve as the primary point of contact for clients, addressing their needs, providing updates, and ensuring that all matters related to the estate are handled efficiently.
• Product Knowledge: Stay up-to-date on the full range of life insurance products (e.g., term life, whole life, universal life) and the benefits of each, enabling you to recommend the best options for clients.
• Policy Customization: Analyze clients' financial goals and offer life insurance solutions that meet their long-term needs, including coverage options, premium structures, and riders.
• Follow-Up & Relationship Building: Maintain regular contact with clients, ensuring they are satisfied with their policies and addressing any questions or concerns.
• Document Management: Prepare, review, and manage all documentation related to estate transactions, including wills, deeds, and tax forms.
• Administrative Duties: Prepare and submit accurate paperwork for insurance policy applications, ensuring that all documents are compliant with legal and regulatory standards.
• Claims Assistance: Assist clients with the claims process when necessary, ensuring a smooth and timely experience.

Qualifications

• High school diploma or equivalent (required). Bachelor’s degree in business, finance, or related field (preferred).
• Ability to work independently and manage your schedule effectively.
• Strong organizational skills and attention to detail.
• Ability to build rapport with clients and establish trust-based relationships.
• Comfortable working in a target-driven environment and achieving sales goals.
• Excellent communication, interpersonal, and problem-solving skills.
• High attention to detail and strong organizational abilities.
• Ability to manage multiple tasks and priorities in a fast-paced environment.

Preferred Skills

• Experience in the life insurance industry or financial planning.
• Bilingual or multilingual abilities (a plus).
• Knowledge of digital marketing and lead generation tools.

Benefits

• Health insurance reimbursement.
• Residual income account.
• Flexible schedule.
• Ongoing training and professional development opportunities.
• Performance-based incentives and bonuses.

Seniority level: Entry level

Employment type: Full-time

Job function: Other

Industries: Internet Publishing