Sr Customer Professional II-U
Core
First point of contact for pending insurance and disability policies, handling inbound phone and chat inquiries, troubleshooting service issues, and processing complex service transactions for advisors and clients.
Role type
Senior Customer Service Case Manager
Builds
Accurate processing and quality assurance for insurance and disability policy services
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Troubleshooting, root cause analysis, complex policy explanation, multi-priority management, system data entry, peer training
Preferred skills
1-3 years relevant experience, previous customer service experience, strong organization, multi-tasking
Technologies
Inbound phone and chat systems, internal computer applications, web-based and paper forms
Responsibilities
Serve as first point of contact for service issues and status updates; troubleshoot complex usability issues; process complex service transactions from web or paper forms; train peers on service policies and procedures; interact with advisors via phone and chat to resolve transaction requests.
Seniority
Mid-level, hands-on IC