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Customer Experience Specialist

2 months ago

Montpelier, Vermont, United States National Life Group Full time

About the Role

We are seeking a highly skilled and detail-oriented individual to join our team as an Annuity Case Associate. As a key member of our team, you will be responsible for delivering a superior customer experience to our distribution channels by ensuring life insurance applications are processed with speed, accuracy, and caring curiosity.

Key Responsibilities

  • Assessing medical, nonmedical, and financial risk factors and determining appropriate rating for life applications
  • Processing applications in workflow management systems
  • Collaborating within a team to reach our full potential and achieve results
  • Effectively communicating with agents/agencies via phone, email, and CRM
  • Providing information, help to resolve application issues, and empowering our customers

Requirements

  • 2+ years of professional work experience interacting with customers in life insurance and/or annuity fields
  • Passion for working for a company with a cause-driven culture
  • Detail-oriented and great at multi-tasking in a fast-paced environment
  • Excellent communicator with empathy and strong listening skills
  • Results-oriented, great with people, and not afraid to lead
  • Intuitive problem-solver who thinks critically and creatively to deliver the right solution
  • Enjoy delighting customers with exceptional service
  • Exercise sound judgement and independent thinking in decision making

About National Life Group

We are a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations.