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Fort Washington Investment Advisors, Inc. · 3 weeks ago

Customer Service Advocate (On-Site)

US-MI-FREMONT

Full-time

Onsite

Entry Level

1+ years exp

Fort Washington Investment Advisors, Inc. is seeking a Customer Service Advocate to provide exceptional service to existing customers through consultative conversations and the Gerber Life Insurance sales process. The role involves processing transactions, addressing customer inquiries, and promoting business growth while ensuring compliance with regulatory requirements.

Financial Services

Responsibilities

Responds to customer inquiries via inbound service and sales telephone interactions to address a variety of customer inquiries which include, but are not limited to, processing payments, resolving billing issues, policy changes requests and completing new insurance applications

Reviews customer’s current insurance needs while engaging in consultative conversations. Expected to make recommendations that address the customer’s needs, while also promoting business growth and goal achievement with competitive, industry-leading life insurance and other financial products

Handles customer inquiries in a positive and professional manner consistent with compliance and regulatory requirements

Obtains and maintains multi-state licenses while employed in this position: Must obtain appointments in 39 Company-designated states within approximately the first five to seven weeks of employment. Must obtain licensing in remaining states which Gerber Life Insurance Company conducts business within approximately 45 to 60 days of employment

Performs other duties as assigned

Complies with all policies and standards

Qualification

Customer ServiceLifeHealth Insurance licenseConsultative SellingInsurance Industry KnowledgeListening SkillsMultitaskingPCData Entry SkillsBusiness English Communication