Integrity · 1 day ago
Client Service Specialist
Eldercare Insurance Services, an Integrity company, is one of the largest distributors of Medicare Supplement and other Senior Market insurance products in the United States. They are seeking a dedicated Client Service Specialist to join their on-site call center, responsible for handling customer service interactions and building strong relationships with clients.
AdvertisingDigital MarketingInsuranceMarketing
Responsibilities
Be able to provide exceptional service and support for our valued clients and team members
Have a genuine passion for helping others
Monitor and ensure proactive and timely communication to clients, addressing inquiries, and offering quality recommendations
Act as an escalation point for complex or sensitive client issues, guiding the team to address and resolve matters promptly and effectively
Manage calendars and schedule appointments—keeping everything on track. Providing call backs and follow up calls as needed
Responding to clients via inbound call, email, or website
Transferring calls to licensed agents as needed
Following company policies and procedures
Following call center workflows and desktop procedures
Maintaining call center metrics as determined by management
Completing miscellaneous tasks as assigned by management
Qualification
Required
High School diploma or equivalent is required
Effective communication, both orally and in writing
Highly detail-oriented
Positive attitude and the ability to work well with others
Able to juggle multiple tasks and keep things moving in a fast-paced environment
Strong attention to detail, especially when entering data
A team player who's ready to help out and focus on what's important for the day
Confident with Microsoft Office tools like Word, PowerPoint, Excel, and Outlook
Comfortable communicating professionally via phone and email with clients
Super organized, self-driven, and able to work without a lot of supervision
Can stay cool under pressure and find solutions when challenges arise
Excited to learn new things quickly and grow with us
Preferred
Bachelors degree preferred
Prior call center experience preferred
Benefits
Medical/Dental/Vision Insurance
401(k) Retirement Plan
Paid Holidays
PTO
Community Service PTO
FSA/HSA
Life Insurance
Short-Term and Long-Term Disability
Company
Integrity
Integrity is a leader in providing holistic life, health and wealth planning and solutions designed to help Americans prepare for the good days ahead.
Funding
Current Stage
Late StageTotal Funding
$2.15BKey Investors
Silver Lake
2021-12-09Private Equity· $1.2B
2019-09-16Debt Financing· $945M
2019-08-28Private Equity
Recent News
Company data provided by crunchbase