Customer Service Product Specialist - Remote

Overview

The Customer Service Product Specialist is responsible for supporting the development and promotion of an assigned association by providing in-depth knowledge and expertise. This role involves collaborating with cross-functional teams, member escalations, conducting research, and overseeing complex matters through to resolution.

In Short

• Serve as the primary internal point of contact for the assigned association.
• Act as a trusted resource for association members seeking assistance.
• Own and resolve complex account issues and policy questions.
• Deliver high-touch, white-glove service experiences.
• Collaborate across various departments for end-to-end case resolution.
• Identify trends and process gaps through member interactions.
• Manage and prioritize a caseload of complex matters.
• Support frontline service teams with sensitive cases.
• Maintain thorough documentation and communication records.
• Participate in occasional association or partner events.

Requirements

• Bachelor’s degree or comparable professional experience.
• Experience in customer service, insurance, or financial services.
• Demonstrated ability to deliver exceptional service.
• Strong research, analytical, and problem-solving skills.
• Excellent written and verbal communication skills.
• High attention to detail and ability to manage multiple matters.
• Comfort handling sensitive situations with discretion.
• Proficiency with CRM tools and internal systems.
• Ability to work independently and collaboratively.
• Life & Health license preferred or ability to obtain within 90 days.

Benefits

• Opportunity to work in a collaborative environment.
• Access to a diverse trading platform for insurance carriers.
• Commitment to integrity and community involvement.
• Potential for professional growth and development.
• Competitive pay and benefits package.