Offer summary

Qualifications:

Proficiency in Microsoft Office (Word, Excel, Outlook)., Excellent communication and listening skills with attention to detail., Ability to multitask and adapt to internal processes., Prior client service experience or insurance license is a plus..

Key responsibilities:

Handle phone and email inquiries from customers.

Prepare well-written responses and process insurance quotes.

Coordinate underwriting and assemble insurance certificates digitally.

Support customers in becoming and remaining insured.

Job description

The Position

The Client Service Representative will be focused primarily on our Life products and should have a friendly, patient, and kind phone manner, as we work one-on-one with customers to explain the features of the Life insurance we offer. There is no cold calling; this is not a call center.

Primary Responsibility

· Handling phone and email inquiries from current and prospective customers

Other Responsibilities

· Preparing well-written responses to customers

· Processing insurance quotes, coordinating underwriting, and assembling insurance certificates digitally

· Additional activities to support our efforts to help customers become insured and remain insured

Requirements

The Requirements:

Be computer savvy and proficient in Microsoft Office (especially Word, Excel, and Outlook)
Possesses excellent communication and listening skills with a strong attention to detail
Able to multitask with a willingness to adapt to internal operational processes and systems
Prior client service experience and/or insurance license is a big plus
All applicants MUST be based in the US

Benefits

The Benefits:

We provide:

Competitive pay + 3 weeks paid vacation + plus paid holidays
Generous 401K package (once eligible)
Group life and disability insurance (fully subsidized)
Group health insurance (partially subsidized)
Optional dental, vision, accident, and critical illness (employee paid)
Section 125 plan
Commuter plan

The Next Steps

· Submit your resume and include a customized cover letter, including an expected salary range. Submissions lacking the requested information will not be prioritized.

· Candidates of interest to Meyer and Associates will be contacted with additional information about the position and for a preliminary phone interview. Some candidates may then be invited for a virtual interview.

Required profile