Customer Service Specialist - Financial Services

Group 1001; United States; Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Paid training

Career development

Hybrid schedule

Healthcare benefits

401K match

Paid time off

Job summary

Group 1001 in the United States is seeking a Customer Service Specialist who will be the first point of contact for clients and strategic partners, delivering accurate and empathetic service and helping strengthen relationships. You will undergo a structured six-week training, learn annuity products and protections, and collaborate across teams to resolve inquiries while maintaining detailed records.

The role offers hybrid in-office days after training, competitive benefits, and opportunities

Qualifications

• Ownership of customer issues with proactive resolution.
• Positive attitude and adaptability in a fast-paced environment.
• Self-driven development and curiosity to learn and improve.
• Coachability and responsiveness to feedback for continuous improvement.
• Teamwork, reliability and professionalism in cross-functional teams.
• Education: degree preferred or equivalent customer service experience.

Responsibilities

• Complete a six-week immersive training program.
• Develop knowledge of annuities, investments, and regulations.
• Respond to customer inquiries using multiple computer systems.
• Document actions and maintain accurate electronic records.
• Meet department standards for call quality, teamwork and ownership.

Skills

Customer service

Communication

Problem solving

Multitasking

Adaptability

Relationship building

Education

Associate's or Bachelor's preferred

High school diploma or equivalent

Job description

Group 1001 is a consumer‑centric, technology‑driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can‑do culture. Group 1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Why This Role Matters

As a Customer Service Specialist, you build trust and confidence with our customers and strategic partners with each call. Every conversation matters and you are the first and most important connection to our clients delivering accurate and empathetic service. In this position you create an opportunity to strengthen relationships and build customer loyalty that impacts operational excellence and drives our company growth. As a customer service specialist, you impact our culture of collaboration by working across various teams to exceed customer expectations. We are committed to investing in our employees, developing careers, and creating opportunities for growth.

Why You’ll Love Working Here

• We invest in you by providing paid training, ongoing coaching and career development to help you succeed from day one and beyond
• We believe people do their best work when they feel supported, respected, part of a team, and showing up for one another
• We are committed to giving back to our community and empowering employees to make a difference beyond the workplace.
• We aim to be the best and hold ourselves to a high standard – supporting each other in doing our best work every day
• Comprehensive benefits: medical, dental, vision, generous 401K match and generous paid time off.
• Hybrid schedule: 2‑days in office after completion of training period.

How You’ll Contribute

• Your journey begins with a structured, hands‑on training experience designed around adult learning principles
• Successfully complete the 6‑week immersive program that combines classroom instruction and real‑world application to build your confidence and expertise in annuity products and services
• Develop a strong understanding of our annuities, investments, tax implications, product information, procedures, and regulations
• Efficiently maneuver through various computer systems and on‑line resources to retrieve information while responding to customer inquiries
• Partner with our external business partners, when required, to resolve customer inquiries
• Effectively ensure that detailed electronic records are maintained by accurately documenting all actions taken.
• Meet measurable department standards as they relate to call quality and efficiency measures as well as meeting teamwork, ownership, and professional development goals
• Learn, retrain and update one’s knowledge of a wide variety of financial product information and internal processes and procedures, while adhering to strict financial industry rules and regulations.

What We’re Looking For

• Customer Ownership & Follow‑Through – Proven ability to take full ownership of customer issues, following requests through to resolution and proactively escalating to appropriate personnel when problems arise.
• Positive Attitude & Adaptability – A consistently positive demeanor with the flexibility to embrace change, adapt to evolving processes, and remain receptive to new approaches in a fast‑paced environment.
• Self‑Driven Development & Curiosity – A proactive mindset toward professional growth – you ask thoughtful questions, investigate the root cause of errors to prevent recurrence, and make productive use of time between tasks to sharpen your skills.
• Coachability & Continuous Improvement – The ability to thrive in a culture of ongoing coaching and constructive feedback from multiple sources, using that input to consistently elevate customer experience.
• Teamwork, Professionalism & Reliability – Strong collaboration skills with a dependable work ethic; you show up consistently, support your teammates, and conduct yourself with professionalism in every interaction.
• Values‑Driven Action – A commitment to aligning your daily actions and decisions with the organization’s Vision, Mission, and Values, serving as a role model for the standards the team upholds.
• Education – Associates or bachelor’s degree preferred or equivalent customer service experience or high school diploma.

Benefits Highlights

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long‑Term Disability. All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required. Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high‑performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

#LI-JL1