Customer Service Representative, Life Insurance Specialist
4 weeks ago
We are seeking a highly skilled Customer Service Representative to join our Life and Annuity Operations team. As a key member of our team, you will be responsible for providing exceptional customer service to our life insurance and annuity customers.
Key Responsibilities- Communicate with customers to address their inquiries and concerns regarding their life insurance or annuity contracts.
- Utilize multiple resources and databases to provide accurate and timely information to customers.
- Maintain customer confidentiality and adhere to privacy regulations.
- Meet or exceed department metrics, quality, and service standards.
- Perform research to respond to customer inquiries and document customer interactions in the appropriate systems.
- High School Diploma or GED.
- 2-3 years of general client service experience that directly aligns with the specific responsibilities of this position.
- Ability to communicate effectively (verbal/written).
- Ability to work with others and demonstrate strong interpersonal skills.
- A strong passion for helping, servicing, and educating others while utilizing analytical skills and attention to detail.
- Eagerness to learn and complete research.
- Organizational skills and ability to multitask.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and general computer navigation skills.
- A competitive hourly rate of $22.21.
- A comprehensive benefits package, including PTO, parental leave, and employee assistance program.
- Opportunities for career growth and development.
- A dynamic and supportive work environment.
Lincoln Financial Group is a leading provider of financial services, helping people plan, protect, and retire with confidence. We are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer.
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