Offer summary

Qualifications:

High school diploma or equivalent required., 1-3 years of customer service experience preferred., Ability to work remotely with high-speed internet and a quiet workspace., Flexible availability during Monday to Friday, 8:00am to 11:00pm EST..

Key responsibilities:

Respond to customer inquiries about life insurance policies via telephone.

Process transactions, prepare correspondence, and address customer needs.

Provide information on policy details, changes, and billing inquiries.

Maintain customer satisfaction by following established guidelines and instructions.

Job description

Max pay rate: $20/hr
Location: Must be located within one hour of Cary, NC
Training type: Virtual

Anticipated Class Start Date:
• Virtual training
• Training Hours: 8:30-5pm EST Monday-Friday, 30-minute lunch
• Training Dates: 8/27/2025 – 10/07/2025
• Nesting: 10/08/2025-10/21/2025

Requirements:
• Assignment is virtual, including training. Associates still need to be able to report to work in person 1 day a month or any day that you are unable to work from home (could be due to system issue, internet outage, poor etc) Cary,NC you would report to the nearest office.
•Ability to work from home which includes high speed internet (500-650 kbps) and a quiet place to work that is secure. (Hotspots and use of Wifi are not allowed – high internet speed and ability to use ethernet is required).
• Able to use video during interviews, coaching, weekly huddles, and virtual training.
•An ability to work during the hours of operation of Monday-Friday 8:00am – 11:00pm EST must be flexible in regard to shifts worked, which may change based on business needs.
• No time off planned during training until end of nesting.
•Requires a high school diploma or equivalent is required. 1-3 years of experience in the field or in customer service role is preferred. Work under immediate supervision reporting to an immediate supervisor.

Responsibilities / Expectations: Respond to customer requests via telephone, providing excellent service to Client’s customers who have or are looking to obtain a Life insurance policy through their employer. Customers can work with various companies and associates must rely on instructions and pre-established guidelines to perform the functions of the job. Processes transactions, prepares correspondence, and fulfills customer needs to ensure customer satisfaction. Below are some common topics associates can expect to discuss with our customers:
• Enrolling or changing their life insurance amount
• Confirm or change beneficiary
• Policy Provisions (how policy works) IE: will it reduce with age, what policy covers, exclusions etc
• How to continue coverage when retired/leave employer
• Status of customer requests
• Billing inquiries

Required profile