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We are seeking a detail-oriented and customer-focused Customer Care Analyst to join our Life & Annuities Variable team within our BPO division. In this role, you will serve as a key point of contact for policyholders, agents, and stakeholders, ensuring accurate transaction processing, high-quality service delivery, and strong adherence to industry regulations.
Job Responsibility:
Provide timely and accurate support to customers, agents, and financial professionals regarding Life & Annuity products and policies
Process transactions such as policy updates, beneficiary changes, premium adjustments, withdrawals, and other service requests
Review and verify incoming documents for completeness and compliance with company and regulatory requirements
Conduct information searches, fact-finding, and data gathering to resolve inquiries efficiently
Research and resolve routine and recurring issues while escalating complex cases when necessary
Maintain detailed records, track customer interactions, and ensure accurate data entry across systems
Collaborate with internal teams to address service gaps and improve customer experience
Ensure adherence to service-level agreements (SLAs) and quality benchmarks
Requirements:
4 year experience (WAH) remote customer service
4 year experience working in an office setting, multitasking online with multiple Microsoft Windows PC applications
Minimum High school diploma or GED
4 years of experience in Life & Annuities Variable customer service or policy administration
Familiarity with regulatory requirements, compliance standards, and industry best practices
Experience working in a process-driven environment with strict SLA and quality expectations
What we offer:
medical insurance
dental insurance
vision insurance with an employer contribution
flexible spending or health savings account
life and AD&D insurance
short- and long-term disability coverage
paid time off
employee assistance
participation in a 401k program with company match