Client Engagement Specialist - Remote

Overview

A Client Engagement Specialist will assist clients with inquiries and help them navigate their life insurance policies, ensuring a smooth and positive experience.

In Short

• Handle client calls and emails, addressing inquiries and policy questions.
• Provide clear information about life insurance policies and benefits.
• Ensure a seamless customer experience by resolving issues promptly.
• Maintain accurate records of client interactions.
• Work closely with sales and support teams for a consistent client experience.

Requirements

• Excellent communication skills, both written and verbal.
• Strong problem-solving skills and a customer-first mentality.
• Attention to detail and ability to manage multiple requests.
• Previous customer service or call center experience is a plus.
• Self-motivated and reliable, able to work independently and in a team.
• Comfortable in a fast-paced environment.
• Ability to adapt to new technology quickly.

Benefits

• Competitive benefits with unlimited earning potential.
• Comprehensive training to support clients effectively.
• Friendly team environment with career growth opportunities.
• Flexible work schedules and work-from-home options.
• Ongoing development and training.