Bilingual Customer Activation Representative - REMOTE from any US based location jobs in United States
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CNO Financial Group · 1 month ago

Bilingual Customer Activation Representative - REMOTE from any US based location

CNO Financial Group is a company that provides life and health insurance, annuities, and financial services. They are seeking a Bilingual Customer Activation Representative to support customer activation and concierge services in both English and Spanish, focusing on resolving application items and educating customers on policy benefits.

Financial Services

Responsibilities

Communicate with customers to follow up and collect pending requirements, including initial and follow-up premium payments
Document all actions in the system and reschedule calls as needed to accommodate customer availability
Make recommendations for process improvements to enhance service quality and efficiency
Consult with internal departments (e.g., New Business, Underwriting, Customer Service) as needed to resolve customer issues
Participate in special projects and pilot programs in collaboration with team leadership
Analyze vendor data, provide feedback, and conduct customer outreach based on findings
Support the quality assurance team with call audits as required
Communicate with customers to follow-up and collect on pending requirements and initial & follow up persistence premium payments
Document all actions taken in system and reschedule calls to meet customer needs as required
Make recommendations for process improvement
Consults with other areas of the company as the work demands (NB/UW, Customer Service
Work with team leadership to take part in special projects and pilot programs
Analyze vendor data, provide feedback based on analysis and make outreach to customers
Support the quality assurance team on call auditing as needed

Qualification

Customer service experienceBilingual (English/Spanish)Insurance knowledgeCritical thinkingPhone etiquetteTask prioritizationProcess improvementInterpersonal skillsOrganizational skillsDocumentation skills

Required

High School Diploma or GED in general studies
Fluent in reading, writing and speaking Spanish required
1-2 years of customer service-oriented work environment

Preferred

Insurance, financial services and/or call center experience preferred
Associate's degree or 4 years related experience in the field of Business
Life & Health Insurance License
3+ years' experience in customer service-oriented work; insurance, financial services and/or call center experience

Benefits

Medical insurance
Dental insurance
Vision insurance
401(k) retirement plan with company match
Short-term & long-term disability insurance
Paid time-off and corporate holidays
Paid parental leave
Company paid life insurance

Company

CNO Financial Group

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CNO Financial Group, Inc. (CNO) is a holding company for a group of insurance companies operating throughout the United States

Funding

Current Stage
Public Company
Total Funding
unknown
2003-09-12IPO

Leadership Team

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Gary C. Bhojwani
CEO and Director, Board of Directors
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Paul H. McDonough
Chief Financial Officer
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Company data provided by crunchbase