Offer summary

Qualifications:

Proficient in Microsoft Office, especially Word, Excel, and Outlook., Excellent communication and listening skills with strong attention to detail., Ability to multitask and adapt to internal processes and systems., Prior client service experience and/or insurance license is a plus..

Key responsibilities:

Handle phone and email inquiries from current and prospective customers.

Prepare well-written responses to customer inquiries.

Process insurance quotes and coordinate underwriting.

Support efforts to help customers become insured and remain insured.

Job description

The Position

The Client Service Representative will be focused primarily on our Life products and should have a friendly, patient, and kind phone manner, as we work one-on-one with customers to explain the features of the Life insurance we offer. There is no cold calling; this is not a call center.

Primary Responsibility

· Handling phone and email inquiries from current and prospective customers

Other Responsibilities

· Preparing well-written responses to customers

· Processing insurance quotes, coordinating underwriting, and assembling insurance certificates digitally

· Additional activities to support our efforts to help customers become insured and remain insured

Requirements

The Requirements:

Be computer savvy and proficient in Microsoft Office (especially Word, Excel, and Outlook)
Possesses excellent communication and listening skills with a strong attention to detail
Able to multitask with a willingness to adapt to internal operational processes and systems
Prior client service experience and/or insurance license is a big plus
All applicants MUST be based in the US

Benefits

The Benefits:

We provide: