Remote Life Insurance Customer Engagement Specialist

OneAmerica Financial; Indiana (PA); Hybrid; USD 29,000 - 39,000; Full time

Benefits offered by this job

Medical & prescription

Health Savings Account

Paid Time Off

401(k) Plan

Pension Plan

Life & disability insurance

Job summary

OneAmerica Financial is seeking a Customer Engagement Specialist to support the Individual Life Financial Services team. You will interact with clients and agents via phone and email, delivering responsive service and one-call resolutions.

The role emphasizes active listening, empathy, and collaboration with stakeholders to improve the customer experience. Training will be provided, with a mix of onsite and remote work after onboarding.

Qualifications

• Experience in operations, call center, or financial services preferred.
• Effective written and verbal communication skills required.
• Ability to navigate multiple systems and use technology.

Responsibilities

• Handle inbound calls and inquiries with urgency and empathy.
• Provide one-call resolution and/or alternatives for client issues.
• Collaborate with stakeholders to improve customer experience and service quality.
• Assist clients and agents with timely, accurate information.
• Coordinate with support functions to ensure requests are addressed.

Skills

Customer service

Active listening

Communication

Phone skills

Microsoft Office

Education

College degree or work experience

High School Diploma required

Tools

Microsoft Office

Job description

OneAmerica Financial is seeking a Customer Engagement Specialist to support the Individual Life Financial Services team. You will interact with clients and agents via phone and email, delivering responsive service and one-call resolutions.

The role emphasizes active listening, empathy, and collaboration with stakeholders to improve the customer experience. Training will be provided, with a mix of onsite and remote work after onboarding.