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Primerica · 1 day ago

Customer Service Representative - Client Services

Duluth, GA

Full-time

Hybrid

Entry Level

$30K/yr - $33K/yr

1+ years exp

Primerica is a recognized leader in the financial services industry, known for its commitment to diversity and employee satisfaction. The Customer Service Representative will provide exemplary service to term life policyholders and agents, addressing inquiries related to billing, policy coverage, and other contract changes while ensuring thorough documentation of all interactions.

ConsultingFinancial ServicesInsuranceLife Insurance

Growth Opportunities

Responsibilities

Deliver exemplary customer service to Primerica term life policyholders and agents

Address verbal and written inquiries pertaining to term life insurance policies

Assist clients with questions regarding billing, policy coverage, underwriting, or contract changes

Identify concerns, ask appropriate questions, respond to inquiries in a concise and courteous manner while documenting all research findings thoroughly

Perform corrections identified during the call and forward corrections to the appropriate party for further processing or approval when necessary

Recognize priority situations and understand when to notify appropriate parties

Qualification

Customer service experienceVerbal communication skillsWritten communication skillsPC skillsMicrosoft WordHandle irate customersInsurance productsAttention to detail