Americo Financial Life and Annuity ยท 1 month ago
Customer Experience Associate I
Americo Financial Life and Annuity is seeking Customer Experience Associates to join their Customer Experience Center. The role involves answering calls and emails from policyholders, providing information about life insurance and annuity products, and ensuring high-quality customer service.
BankingConsultingCrowdfundingFinancial ServicesInsuranceRetirement
Responsibilities
Answer phone calls from customers (and sometimes agents) in a timely and professional manner
Complete customer service requests; for example, mailing forms, completing financial transactions, and processing address changes
Assist customers with email requests for information
Qualification
Required
Have a passion for people and a desire to help others
Possess the skills to problem-solve independently
Have the ability to be courteous and patient with a positive attitude even when the situation is unpleasant
Are comfortable with computers and navigating across multiple applications while on the phone with policyholders
Enjoy talking with people! Our representatives take around nine calls an hour and need to communicate clearly and succinctly
Enjoy learning new things! During training, our representatives learn about insurance and annuity products, administration systems, and more, and they must retain information and relay it clearly to a customer
Excellent phone voice, grammar skills, and a strong desire to help people
Typing speed of at least 40 wpm
Ability to multi-task while accomplishing work-related items
Detail-oriented with a strong sense of urgency
Ability to build rapport while facilitating speedy resolution
Ability to prioritize work to ensure timely completion of all tasks
Ability to operate in a high-energy, ever-changing environment with assistance and direction
Independent problem-solving abilities
Desire and ability to take ownership of the situation and resolve problems
Ability to work in a team environment
Preferred
Bilingual (Spanish) preferred but not required
Company
Americo Financial Life and Annuity
Americo Financial Life and Annuity is a financial services company that offers life insurance services.
Funding
Current Stage
Growth StageLeadership Team
Recent News
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