Customer Experience Associate

7 days ago


Zionsville, United States Insight Global Full time

Job Title: Customer Experience Associate

Location: Zionsville, IN

On-site Schedule: Hybrid- on-site 2 days/week

Duration: 9-month Contract-to-Hire

Pay Rate: $25-$28/h

MUST HAVE:

  • Demonstrated excellence in customer service environments
  • At least 2 years of professional work experience, preferably in a customer centric role
  • Tech-savvy, with the ability to multitask and navigate through different tools and applications with both speed and accuracy


PLUSSES:

  • Experience with Office 365, Google Suite, Confluence, Zendesk, Amazon Connect, Salesforce is HIGHLY preferred
  • Experience in the Fintech, Insurtech, or financial services industry
  • Bachelors degree


What you will be doing:

  • Serve as the first point of contact for customers, showcasing our values of empathy and customer-centricity in every interaction.
  • Engage with our customers via phone, email, chat or other communication channels, to understand their needs offering guidance on enrollment, policy servicing, and more to enhance their experience and deliver value.
  • Accurately process annuity applications, ensuring compliance and correctness.
  • Handle and service policyholder requests, including policy updates and changes to annuity contracts, beneficiary changes, address updates, and payments.
  • Maintain detailed records of customer interactions and ensure accurate CRM and policy administration system data entry.
  • Collaborate with internal teams to resolve customer inquiries efficiently, meeting performance goals.
  • Meet and exceed performance goals that include, but not limited to CSAT score, service level targets, quality goals, compliance regulations, and productivity targets.
  • Exceptional confidentiality to protect the privacy of customers, clients, and the intellectual property of the company


Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.



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