Customer Service Representative (Work From Home) - Remote

Overview

We are seeking a detail-oriented and highly organized Customer Service Representative to manage and oversee accounts regarding our client's estate management. The ideal candidate will have extensive service experience and some knowledge of life insurance, legal considerations, and estate planning. This role is critical to ensuring that estates are effectively managed, and assets are maximized for our client's families.

In Short

• Serve as the primary point of contact for clients, addressing their needs and providing updates.
• Stay up-to-date on life insurance products and recommend the best options for clients.
• Analyze clients' financial goals and offer suitable life insurance solutions.
• Maintain regular contact with clients to ensure satisfaction with their policies.
• Prepare, review, and manage documentation related to estate transactions.
• Ensure compliance with legal and regulatory standards for insurance paperwork.
• Assist clients with the claims process when necessary.

Requirements

• High school diploma or equivalent (required); Bachelor's degree preferred.
• Ability to work independently and manage your schedule effectively.
• Strong organizational skills and attention to detail.
• Ability to build rapport with clients and establish trust-based relationships.
• Comfortable working in a target-driven environment.
• Excellent communication and problem-solving skills.
• Ability to manage multiple tasks in a fast-paced environment.

Benefits

• Health insurance reimbursement.
• Residual income account.
• Flexible schedule.
• Ongoing training and professional development opportunities.
• Performance-based incentives and bonuses.