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Client Relations Expert

2 months ago

Duluth, Minnesota, United States Primerica Full time

Position Overview

The role of the Customer Service Specialist involves addressing intricate life insurance inquiries for both agents and clients. This position requires a strong ability to manage relationships, take ownership of challenges, and focus on achieving results.

Key Responsibilities

  • Serve as a role model and leader within the department.
  • Demonstrate flexibility and openness to innovative ideas.
  • Develop and promote new processes and workflows.

Essential Qualifications

  • Possession of a Life License or completion of LOMA ACS.
  • Expertise in various areas of Life Operations.
  • Achieved excellent monitoring assessments consistently.
  • Strong writing, verbal, and presentation skills.
  • Exceptional organizational abilities.
  • Ownership mentality with proven leadership qualities.
  • Proficient in Office applications, particularly PowerPoint, Excel, and Access.
  • Innovative approach to supporting company objectives.
  • Able to thrive under pressure in a fast-paced environment.
  • Capable of managing multiple projects simultaneously.

Remote Work Requirements

  • Reliable high-speed internet connection.
  • Access to a PC or laptop with high-speed capabilities.

Core Functions

  • Make operational decisions based on established policies in non-standard situations.
  • Effectively manage escalated inquiries with discretion.
  • Act as a Subject Matter Expert in all facets of Life Insurance Operations.
  • Respond to inquiries via telephone and email for both Field and Home Office personnel.
  • Identify trends and opportunities for quality enhancements.
  • Ensure compliance with legal and ethical standards.
  • Conduct training sessions for new and existing associates.
  • Stay updated on all policies and procedures.
  • Handle complex calls and process exceptions as needed.
  • Calculate premiums for various insurance policies.
  • Research and resolve complicated issues for agents and clients.

Company Commitment

Primerica is dedicated to being an Equal Opportunity Employer, providing equal opportunities to all qualified individuals regardless of various classifications protected by applicable laws. We believe that diversity and inclusion are essential to our mission, fostering a creative workplace that drives innovation and growth.