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iA Financial Group (Industrial Alliance) · 3 weeks ago

Bilingual Client Experience Representative

Waco, Texas

Full-time

Hybrid

Entry Level

1+ years exp

American-Amicable Life Insurance Company of Texas is part of iA Financial Group, a leading insurance and wealth management company. The Bilingual Client Experience Representative will provide excellent customer service and support to policy holders, agents, and internal customers, ensuring successful resolution of inquiries and maintaining a positive demeanor in a high-call center environment.

FinanceIndustrialInsurance

No H1B

Responsibilities

Communicates with customers through inbound and outbound phone calls, chats, written correspondence, and e-mail to ensure successful resolution of inquiries, and requests for policy information

Explains policy coverage information and provides details to customer questions and concerns

Determines what requests should be forwarded for review by other departments or management

Provides appropriate follow-up to customers when needed. Makes updates to policies and completes service log daily. Becomes familiar with the details of Company products and policies, and a working knowledge of where to get assistance in responding to inquiries

Maintains a positive demeanor in a high-call center environment. Works independently, and as part of the team to help meet personal goals, department goals, and objectives

Conducts Company business in accordance with all applicable laws, regulations, and contractual obligations

Behave ethically and with integrity and always follow the principles of the Compliance Program when making business decisions. Compliance with this program is a condition of employment for every American-Amicable staff

Qualification

Customer service experienceBilingual SpanishBilingual EnglishComputer/MS Office skillsActive listeningProblem-solvingResearch skillsWritten communicationVerbal communicationOrganizational skills