Client Representative

Job Description Client Experience Representative Build the future with usAre you driven by the life insurance industry and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Client Experience Representative, you will play a key role in answering questions and providing customer assistance to all policyholders and agents regarding policy information via telephone, e-mail, fax, and occasionally in person.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you’ll accomplish with usAs a Client Experience Representative, you’ll be at the core of our mission. Here are the main responsibilities:

Communicates with customers through inbound and outbound phone calls, written correspondence and e-mail to ensure successful resolution of inquiries, requests for information, and policy changes.

Explains policy coverage and provides details.

Research policy contracts to resolve issues and answer questions.

Determines what requests should be forwarded for review by other departments or management.

Provides appropriate follow-up, when needed.

Keeps records of customer interactions, recording details of inquiries, complaints, and comments, as well as actions taken.

Maintains a familiarity with the details of Company products and policies, and a working knowledge of where to get assistance in responding to inquiries.

Participates in special projects and assignments.

Conducts Company business in accordance with all applicable laws, regulations and contractual obligations. Behaves ethically and with integrity and always follows the principles of the Compliance Program when making business decisions. Compliance with this program is a condition of employment for every American-Amicable employee.

What could accelerate your success in this role

We’re looking for someone who:

Has a high school diploma or general education degree (GED).Has at least two years experience in a customer service role.

Has life insurance or related industry experience, which is strongly preferred. Or, has a solid understanding of life insurance concepts from a consumer perspective.

Is known for their friendly, positive, learning-oriented attitude.

Stands out for their working knowledge of MS Word, Outlook, and Excel, and the ability to learn internal software quickly and effectively.

Demonstrates excellent customer service skills.

Is recognized for their ability to quickly learn details about Company products.

Demonstrates the ability to effectively explain policy coverage.

Demonstrates strong written and verbal communication skills.

Demonstrates solid problem-solving skills.

Has the ability to perform under pressure.

Has the ability to work independently as well as function effectively as a team player.

Demonstrates strong attention to detail.

Has the ability to work overtime as business needs require.

Additional job requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Working conditions, physical and mental requirements:
The working conditions, physical and mental requirements described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work is sedentary in nature and is performed in a traditional office environment with cubicles. Typically, the incumbent will sit comfortably while performing the work, with some walking, standing, bending and carrying of light items, such as papers, books, and files. Other physical demands in performing the essential functions of this position include digital dexterity, hearing, seeing, and talking. Mental requirements include, but are not limited to, the ability to concentrate, take initiative, cope with stress, adapt, and stay alert in a business environment.

Note:

This job description reflects a summary of the job and does not prescribe or restrict the responsibilities that may be assigned. This job…