Associate - Customer Care

Responsibilities

• Collaborate with advisors, firms, and internal sales partners via phone to ensure all advisors possess the appropriate licenses, appointments and training required to offer insurance products.
• Provide real-time support during US hours.
• Communicate effectively with internal and external customers.
• Complete necessary documentation in all utilized systems.
• Represent the company in a professional manner that provides high quality service and encourages long-term relationships
• Maintain knowledge of necessary products and services.
• Adhere to applicable compliance and security rules and regulations.
• Perform other job-related duties and/or special projects as required.
  
  

• Two- or four-year degree, or equivalent customer service work experience
• Strong communication (intermediate to advanced), customer service, organizational, and telephone skills
• Excellent critical and logical thinking, with strong comprehension skills
• Self‑motivated, able to work in a team environment, capable of multitasking, detail‑oriented, and able to maintain strict confidentiality
• Proficient computer skills, with the ability to efficiently navigate multiple software programs and web applications
• Ability to acquire necessary knowledge of applicable business unit systems, work with limited supervision, and exercise independent judgment