TruStage
TruStage
1,001 – 5,000 Employees
FinanceFintechInsurance
TruStage operates across insurance, finance, and fintech, providing solutions that help individuals and businesses manage risk and make informed financial decisions. Its offerings include life, auto, home, property, and business insurance, along with investment products such as annuities and wealth management services. TruStage also develops technology focused on compliance and e-commerce enablement, bringing together financial protection, investment support, and digital tools within one organization.

Contact Center Representative II, Hybrid – Waverly, IA

Support TruStage Life and AD&D insurance customers by answering policy questions and resolving service issues. Document interactions, process policy changes, and identify potential sales leads.

Description

  • Handle a high volume of inbound calls about TruStage Life and AD&D products.
  • Explain policy provisions to customers.
  • Interpret financial and non-financial information.
  • Check the status of transactions and policy or certificate changes.
  • Answer questions and resolve customer concerns.
  • Process policy changes when needed.
  • Identify sales leads for sales representatives.
  • Handle colleagues’ calls through the Help Line.
  • Train and coach colleagues individually or in small groups.
  • Resolve customer issues promptly and professionally.
  • Show empathy and professionalism in customer interactions.
  • Keep accurate records of customer interactions.
  • Meet or exceed targets for efficiency, quality, attendance, schedule adherence, and cross-sales.

Requirements

  • High school diploma or equivalent relevant work experience.
  • Strong customer service skills, including a track record of building rapport and resolving issues.
  • Excellent verbal and written communication skills.
  • Strong active listening skills.
  • Critical thinking and problem-solving skills.
  • Ability to work efficiently across multiple systems, platforms, and applications.
  • Willingness to learn new software and technology quickly.
  • Ability to quickly learn company tools, software, and processes.
  • Attend required training and apply what you learn on the job.
  • Ability to manage several tasks while providing attentive, high-quality service.
  • Adaptability to changes in processes, tools, and customer expectations.
  • A resume is required to apply.

Benefits

  • Annual incentive bonus plan may be available.
  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Employee assistance program.
  • Life insurance.
  • Disability plans.
  • Parental leave.
  • Paid time off.
  • 401(k) plan.
  • Tuition reimbursement.
  • Flexible workplace and work-life balance support.
  • Career growth opportunities.
  • Retirement assistance.
  • Flexibility to work from a preferred location.
  • Technology and other tools to support hybrid work.

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