Legal & General America · 12 hours ago
Customer Experience Associate I
US-MD-Frederick
Full-time
Hybrid
Mid Level
$48K/yr - $53K/yr
3+ years expLegal & General America is a forward-thinking company committed to delivering exceptional customer experiences. The Customer Experience Associate I will provide prompt and accurate customer service, manage inquiries, and ensure satisfaction while meeting departmental goals.
ConsultingFinancial ServicesInsuranceLegalLife Insurance
Responsibilities
Handle all inbound/outbound phone calls and written communications from internal/external inquiries while maintaining a positive, empathetic and professional delivery
Manage and control internal/external escalated issues, identify when appropriate transfer needed to a Team Lead or Manager
Consistently meet the pre-defined department goals for calls per hour, average handle time, aux time, productivity and quality
Ability to learn and accurately navigate Customer Care applications (ECT, LifePro, Microsoft Word) to respond to customer inquiries and generate correspondence
Review and process tasks within pre-defined productivity and quality standards
Keep accurate policy records of customer interactions, transactions, comments and
Lead the team in identifying Sales Opportunities for Direct to Consumer opportunities
Collaborate with Workforce Planning to ensure capacity plan is maintained in order to meet Service Levels
Qualification
Required
High school diploma or equivalent
3+ years of experience in a customer service/administrative related position
Knowledge of life insurance products
Excellent communication skills, both verbal and written
Excellent attendance and punctuality
Ability to remain calm
Strong customer service skills
Analytical and technical skills
Strong organizational skills and ability to prioritize
Ability to work in fast paced environment
Detail oriented
Ability to work independently, as well as within a team environment
Effective decision making skills
Typing 50 WPM
Preferred
College preferred
ACS 100 preferred
Life, Property and Casualty or Health insurance experience preferred
Benefits
Health, life, and dental insurance
401K with company match up to 6%
Pension package
Generous time off
Wellbeing initiatives throughout the year
10 vacation days
10 sick days
9 paid holidays
Company
Legal & General America
Legal & General is a financial consulting agency that specializes in life insurance and retirement services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Holweger
President and CEO Legal & General America
Michelle Buswell
Senior Vice President & Chief Operating Officer
Recent News
Digital Insurance
2025-10-29
Company data provided by crunchbase