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.

Remote Contact Center Representative II – TruStage

Handle inbound calls from TruStage Life and AD&D insurance customers, resolving policy questions and documenting interactions. Identify sales leads while supporting customers with policy information and changes.

Description

  • Handle a high volume of inbound calls about TruStage Life and AD&D products.
  • Resolve customer issues promptly and professionally.
  • Explain policy provisions to customers.
  • Interpret financial and non-financial information.
  • Check the status of transactions and policy or certificate changes.
  • Answer questions and help customers make policy changes.
  • Identify leads for sales representatives.
  • Handle colleagues’ calls through the Help Line.
  • Train and coach colleagues one-on-one or in small groups.
  • Record customer interactions accurately for compliance and future reference.
  • Meet or exceed targets for efficiency, quality, attendance, schedule adherence, and cross-sales.

Requirements

  • High school diploma or equivalent work experience.
  • Demonstrated customer service skills, including building rapport and resolving issues.
  • Strong verbal and written communication skills.
  • Strong active listening skills.
  • Critical thinking and problem-solving skills.
  • Ability to navigate multiple systems, platforms, and applications.
  • Ability to learn new software and technology quickly.
  • Willingness and ability to learn company tools, software, and processes.
  • Ability to attend required training and apply what is learned on the job.
  • Ability to manage several tasks while maintaining service quality and attention to detail.
  • Adaptability to changes in processes, tools, and customer expectations.
  • Resume required with application.

Benefits

  • Annual incentive or 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.
  • Career growth opportunities.
  • Retirement assistance.
  • Flexibility to work in a preferred location.
  • Technology and other tools to support hybrid work.

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