Customer Care Associate

• Providing front-line phone customer care support to policyholders, beneficiaries, agents, and internal customers
• Ensuring customer satisfaction (CSAT) and strive to meet service metrics
• Developing and maintaining a solid working knowledge of the insurance industry and of all products, services and processes performed by the team
• A typical day will likely involve fielding between 75 to 100 calls
• Communicating effectively and professionally with both internal and external customers to resolve questions and issues
• Collaborating with management or other team members as appropriate to proactively address service issues and concerns
• Attention to detail, accuracy, and accountability for your work product
• 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
• Strong ability to analyze, process, and validate transactions based on established rules and guidelines
• Demonstrated capability to integrate domain knowledge and act as a skilled specialist
• Solid understanding of Life & Annuities Variable, policy structures, and industry terminology
• Experience in a BPO, insurance operations, or customer service environment
• Excellent communication skills—both written and verbal
• Strong attention to detail with the ability to identify data inconsistencies
• Ability to troubleshoot and resolve routine operational issues
• Proficiency with customer service systems, workflow tools, and data entry platforms

• 1 year experience (WAH) remote customer service (Call Center environment)
• 1 year experience with call center KPI understanding
• 1 year experience working in an office setting, multitasking online with multiple Microsoft Windows PC applications
• Minimum High school diploma or GED

Previous life insurance industry experience that required knowledge of life insurance and annuity policies

• 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
• additional voluntary or legally required benefits