Customer Service Representative

Solutions Center Representative – Life Insurance

Role
:
Solutions Center Representative - Life Insurance

Pay Rate
: $19 per hour, paid weekly

Location of Assignment
:
Hybrid

(Monday/Thursday-Friday - Remote, Tues-Wednesday - Grandview office (H building, 3rd floor))

Schedule
:
Monday – Friday, Flexible hours b/w 8:00a-8:00p EST

Target Start Date
: 03/09/2026, upon completion of new hire onboarding

Training
:
Training is a total of 5 weeks, hybrid (2 days in office (Tuesday/Wednesday) and 3 from home). Training weeks 1-1-4 is Monday-Friday 10:00-6:30. The fifth week requires flexibility in hours, Monday - Friday 8:00-8:00 EST.

No time-off allowed from 3/9 - 4/10

As a Solutions Center Representative, you'll deliver exceptional service to members, partners, and financial professionals. You'll handle inquiries, resolve account concerns, and educate customers on plan benefits, all while building strong relationships.

• Handle inbound calls about investment plans and products.
• Interpret policy changes and provide expert guidance.
• Maintain records and use insights to enhance customer relationships.
• Ensure compliance with industry regulations and company policies.
• Educate customers on financial implications, penalties, and plan benefits.
• Strive for first-call resolution and collaborate on escalated cases.
• Participate in career development and goal-setting sessions.

• Education: Recent degree in finance, business, insurance, economics, or communications.
• Experience: 1+ year in customer service or sales; must be coachable and enjoy engaging with others.
• Skills: Strong communication, problem-solving, and computer proficiency.

Upon acceptance of offer, candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen