Life Insurance Client Experience Specialist

iA Financial Group; Waco (TX); Hybride; USD 42 000 - 54 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

401(k) match

PTO

Employee assistance program

Ergonomic furniture program

Performance bonus

Résumé du poste

American-Amicable Life Insurance Company of Texas is seeking a Client Experience Representative to answer questions and assist policyholders and agents by phone, email, and in person when needed. You will resolve inquiries, explain policy coverage, and process information with care and accuracy.

The role requires strong communication, two years in customer service, and familiarity with MS Word, Outlook, and Excel.

Qualifications

• A high school diploma or GED required.
• At least two years in a customer service role.
• Life insurance experience preferred or solid understanding of life insurance concepts.

Responsabilités

• Communicates with customers through inbound/outbound calls, email, and written correspondence to resolve inquiries and requests.
• Explains policy coverage and provides details.
• Researches policy contracts to resolve issues and answer questions.
• Determines routing of requests for review by other departments or management.
• Keeps records of customer interactions and actions taken.
• Maintains familiarity with product and policy details; uses internal software as needed.

Connaissances

Customer service

MS Word

Outlook

Excel

Communication

Problem solving

Attention to detail

Formation

High school diploma or GED

Outils

MS Word

Outlook

Excel

Description du poste

American-Amicable Life Insurance Company of Texas is seeking a Client Experience Representative to answer questions and assist policyholders and agents by phone, email, and in person when needed. You will resolve inquiries, explain policy coverage, and process information with care and accuracy.

The role requires strong communication, two years in customer service, and familiarity with MS Word, Outlook, and Excel.