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Customer Service Representative - Field Solutions

Role overview

Qualifications

  • 1 year of call center customer service experience preferred but not required
  • Minimum high school diploma or GED
  • Excellent verbal and written communication skills
  • Attention to detail

Responsibilities

  • Deliver exemplary customer service to Primerica term life policyholders and agents
  • Address verbal and written inquiries pertaining to term life insurance policies
  • Assist clients with questions regarding billing, policy coverage, underwriting, or contract changes
  • Document all research findings thoroughly and perform corrections identified during the call

Key facts

Hard skills

Other skills

  • Customer Service
  • Communication
  • Problem Solving
  • Detail Oriented
  • Microsoft Word

About the company

Primerica logo

Primerica

Financial Services

Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 135,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 46 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI". Primerica’s focus is on serving the needs of middle-income families by providing products such as term life insurance, mutual funds, annuities, mortgages, and senior health. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com. Headquartered in Duluth, GA, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.

Company details

IndustryFinancial Services
Company size1001 - 5000

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Job description

Join Our Team

In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America’s best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.

About this Position

We are seeking Customer Service Representatives to work in the Agent Services department for our corporate office in Duluth, Georgia.

Remote or hybrid working schedule is an option after training. Remote work requires a certain level of internet speed.

The Customer Service Representative 1 works in one of these departments delivering exemplary customer service to Primerica term life policyholders and agents. The CSR addresses verbal and written inquiries pertaining to term life insurance policies. They assist clients with questions regarding billing, policy coverage, underwriting, or contract changes.

Responsibilities & Qualifications

In addition the CSR will identify concerns, asks appropriate questions, respond to inquiries in a concise and courteous manner while documenting all research findings thoroughly. This role will perform corrections identified during the call and forwards corrections to the appropriate party for further processing or approval when necessary. Recognizes priority situations and understands when to notify appropriate parties.


Qualifications, Skills and Abilities:

  • 1 year of call center customer service experience preferred but not required

  • Minimum high school diploma or GED

  • Previous insurance or financial services experience is a plus

  • Excellent PC skills

  • Intermediate skills in Microsoft Word

  • Excellent verbal and written communication skills

  • Excellent customer service skills

  • Attention to detail

  • Ability to maintain knowledge of company’s products and procedures

  • Ability to communicate professionally with irate customers

Schedule:  

  • 40 hours per week

  • Monday–Friday 9:00am - 6:00pm

Salary:  

  • $30,000-$33,000 based on experience

Remote work requirements:

  • Personal Computer / Laptop

    • PC or MAC

    • PC: Windows 10 compatible only ( Cannot be Windows 7,8,9)

    • Cannot use a Chromebook

  • Internet Access – speed requirements:

    • Upload speed 8mbps

    • Download speed 15mbps

​Additional information:    

The Customer Service Representative 1 position is the first step in a rewarding career path.  Our Customer Service Representatives have a defined opportunity for career growth with detailed steps to receive a promotion.  These steps include knowledge, skills, and performance required to progress in the department.   An employee can make a plan to obtain what is necessary in each of these areas to achieve growth and success.  Primerica offers career growth and opportunities to make your future as productive and rewarding as it can be.  Employees can apply to other jobs within our company after being in their position for 1 year.

FLSA status:
This position is exempt (not eligible for overtime pay):

No

Our Benefits:

  • Day one health, dental, and vision insurance

  • 401(k) Plan with competitive employer match

  • Vacation, sick, holiday and volunteer time off

  • Life and disability insurance

  • Flexible Spending Account & Health Savings Account

  • Professional development

  • Tuition reimbursement

  • Company-sponsored social and philanthropy events

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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