Associate I, Insurance Platforms

Responsibilities

• Providing customers and sales representatives with high quality, individualized phone support
• Processing requests for information
• Conducting research and analysis to ensure successful outcomes when complexities arise
• Deliver accurate and prompt resolution of any issues that arise
• Relay necessary information to the customers, sales representatives, or client by both verbal and written communication
• Answers incoming calls and completes outgoing calls as needed
• Calls include answering customer questions and providing comprehensive customer support
• Accurately and timely completion of service requests related to contract level transactions and providing confirmation of contract level information
• Researches and analyzes issues to ensure successful outcomes and or resolution
• Develops relationships with clients and customers by becoming a dedicated resource
• Ensures high quality and consistency to customers by processing and servicing
• Develops broad understanding of products, services, policies, procedures, regulations, and laws for effective service delivery
• Contract level service requests include initial contract applications, billings, purchases, transfers, redemptions, claims, and other financial and non‑financial transactions and elections available

• High school diploma or equivalent required, college degree preferred
• 1 to 2+ years’ experience providing customer service and transaction processing support
• 1 to 2+ years’ call center experience
• Financial services experience preferred
• Work history which demonstrates personal growth and aptitude for advancement
• Strong PC and keyboarding skills and the ability to use Microsoft Office products and auxiliary equipment and software
• Demonstrated and effective oral, written, and interpersonal communication skills
• Ability to work effectively with other internal teams and associates
• Incumbents must be able to work required overtime

Demonstrates strong customer service skills with a focus on effective communication and problem resolution. Proficient in processing financial and non‑financial transactions while maintaining high-quality service delivery.