Client Service Specialist (Life Insurance, Annuity & Disability)

Job description

The Client Service Specialist (Life Insurance, Annuity, & Disability) will help drive the business by providing prompt, accurate and courteous service to build and maintain positive relationships with policyholders and field partners. This position will train as hybrid role (3 days in office per week) for the first 90 days and can be located in our Lincoln, NE or Cincinnati, OH office. After training, associates will have the opportunity to work in-office, hybrid, or fully remote. What you do: - Communicate by telephone, e-mail, or other written correspondence with policyholders and field partners to expedite service requests for individual life, annuity, and disability policies. - Understand and anticipate the needs of customers to deliver service that meets or exceeds expectations of clients and falls within stated department Service Standards. - Communication must be pleasant, professional, tactful, and informative at all times. - Obtain and analyze data from various sources to provide accurate and complete responses to agents and clients. - The Associate must be able to analyze complex telephone inquiries and determine necessary steps for resolution including opening workflows...