Equitable — жеке тұлғаларға, отбасыларға және жұмыс берушілерге қаржылық жоспарлау, зейнетке шығу, өмірді сақтандыру, аннуитеттер және қызметкерлерге берілетін жеңілдіктер бойынша шешімдер ұсынатын қаржылық қызметтер мен сақтандыру компаниясы. 160 жылдан астам тәжірибесі бар компания кеңесші жетекшілігін онлайн ресурстармен ұштастырып, клиенттерге ұзақ мерзімді қаржылық мақсаттарын жоспарлауға және қаржылық өміріндегі маңызды кезеңдерді басқаруға көмектеседі. Оның қызметі сақтандыру, қаржы және финтех салаларын қамтиды, ал өнімдері жеке және жұмыс орнындағы қажеттіліктерге арналған.
Customer Service Representative – Insurance
Support Equitable clients and financial professionals with insurance questions, handling an average of 45–55 inbound calls each day. Resolve routine requests and complex questions about products affected by financial markets.
Сипаттама
- Answer client questions by phone about insurance products, including products affected by financial markets.
- Handle an average of 45–55 inbound calls per day from clients and financial professionals.
- Resolve routine requests and complex, market-sensitive inquiries.
- Meet attendance, quality, productivity, availability, ACW, and adherence goals while providing customer service.
- Learn and carry out multiple processes, procedures, and services.
- Work with Floor Support when assistance is needed.
- Complete customer service training and ongoing training on operations, products, and procedures.
- Keep up to date with operational policies, new products, and procedures.
- Work assigned shifts and variable daily schedules during operating hours.
Талаптар
- High school diploma.
- At least one year of customer service experience and strong customer service skills.
- Ability to multitask and navigate administrative systems, including Windows, product-specific legacy and updated systems, internet and intranet, and image and workflow systems.
- Ability to perform basic calculations using online tools.
- Ability to work independently and with a team in a highly structured environment.
- Ability to research and use available knowledge and product resources effectively.
- Excellent interpersonal and communication skills.
- Ability to research customer inquiries and use analytical skills to provide clear, appropriate phone responses.
- Ability to learn and retain detailed information quickly.
- Ability to multitask while using multiple systems at the same time.
- Established work ethic, commitment, dedication, and engagement.
- Professional, inclusive, and collaborative approach to work.
- Strong focus on quality and service, with a productive, performance-driven approach.
- Flexibility and adaptability, including a positive response to change.
- Ability to manage heavy call volume and sedentary work.
- Ability to remain seated at a workstation while on the telephone for 90% of the workday.
- Reliability and ability to meet attendance and punctuality standards.
- Participation in E-Verify and compliance with applicable work authorization requirements.
Артықшылықтар
- Base salary increases.
- Spot bonuses.
- Short-term incentive compensation opportunities.
- Medical insurance.
- Dental insurance.
- Vision insurance.
- 401(k) plan.
- Paid time off.
- Growth opportunities.
- Internal mobility.
- Flexibility.
- Collaborative, team-oriented culture.