Work From Home - Customer Service Representative

The Stephens Agency is an independent financial services organization seeking a motivated Customer Service Representative in the Insurance industry. In this role, you will work from home, engaging with clients to identify their financial and insurance needs and providing personalized solutions.

Responsibilities:

• Meet with clients virtually (warm leads only)
• Educate families on life insurance and financial protection options
• Customize coverage solutions based on client needs and budget
• Assist with the application process
• Build professional client relationships
• Follow company and regulatory guidelines

Requirements:

• Motivated and customer service-oriented
• Ability to work from home
• Experience in the Insurance industry
• Ability to identify financial and insurance needs
• Ability to provide personalized solutions
• Ability to work with clients virtually
• Ability to meet with clients virtually (warm leads only)
• Ability to educate families on life insurance and financial protection options
• Ability to customize coverage solutions based on client needs and budget
• Ability to assist with the application process
• Ability to build professional client relationships
• Ability to follow company and regulatory guidelines
• Dependable and organized
• Motivated to grow in a professional services environment