Remote Life Insurance Customer Advocate

OneAmerica Financial Partners, Inc; Indianapolis (IN); Remote; USD 29,000 - 39,000; Full time

Benefits offered by this job

Medical & dental insurance

Health Savings Account

Flexible Spending Accounts

Paid Time Off

Parental leave

401(k) Plan

Pension Plan

Life & disability insurance

Wellness Program

Clinic access

Job summary

OneAmerica Financial Partners, Inc. is seeking a Customer Engagement Specialist to support our Individual Life Financial Services.

You will handle inbound calls, emails, and agent interactions with urgency and empathy, delivering service that exceeds expectations. You will act as the client’s point of contact, ensuring they are heard through active listening and driving one-call resolutions while collaborating with stakeholders to improve the customer experience.

Qualifications

• College degree or work experience in lieu preferred.
• Prefer 1+ yrs. insurance experience in operations, call center or financial services.
• Effective written and verbal communication skills are required.
• Proficiency with Microsoft Office and ability to navigate multiple systems is helpful.
• Foreign language skills a plus but not required.
• Strong time management and organizational skills.
• Adaptability and flexibility.
• Comfortable working in fast-paced environments
• Ability to adapt to multiple platform systems.
• Phone skills, including familiarity with complex or multi-line phone systems.
• High School Diploma required; or any combination of education and experience which would provide an equivalent background.

Responsibilities

• Utilize EWA (Empowerment with Accountability) to assist clients and support agents.
• Manage inbound calls for inquiries involving policy status, loan balances, demographic changes.
• Identify client needs, clarify information, research every issue, and provide “one-call” resolution and/or alternative.
• Collaborate with stakeholders to improve the customer’s experience.
• Managing incoming volumes to maintain both service and quality goals.
• Submit transactional service requests and assist clients.
• Coordinate with support functions to ensure client requests are handled timely.
• Manage escalations and the associated communication required.
• Based upon feedback provided, identify opportunities for improvement.

Skills

Communication skills

Time management

Adaptability

Phone skills

MS Office

Multi-system navigation

Education

High School Diploma

College degree or equivalent experience

Tools

Microsoft Office

Job description

OneAmerica Financial Partners, Inc. is seeking a Customer Engagement Specialist to support our Individual Life Financial Services.

You will handle inbound calls, emails, and agent interactions with urgency and empathy, delivering service that exceeds expectations. You will act as the client’s point of contact, ensuring they are heard through active listening and driving one-call resolutions while collaborating with stakeholders to improve the customer experience.