Customer Service Representative

Role Overview

• Report to the Customer Service Manager as the first contact for customers regarding service issues and account information.
• Communicate with customers to research questions and resolve higher-level problems.
• Work primarily from home, spending 80% of time remote.
• Participate in a week of training that includes in-person onboarding.
• Develop an understanding of systems and procedures to educate clients and advisors.

Requirements

• Demonstrate experience providing customer-driven solutions, support or service.
• Demonstrated written and spoken communication skills.
• Demonstrated ability managing multiple priorities in a fast-paced environment.
• Demonstrated ability to troubleshoot and identify and resolve root cause issues.
• Property and Casualty Producer license strongly preferred but not required.

Benefits

• Comprehensive medical, dental, vision and wellbeing benefits
• 401(k) contribution
• Pension plan
• Annual incentive
• 9 paid holidays
• Paid time off program (23 days accrued annually for full-time employees)
• Student loan repayment program
• Paid-family leave