Customer Experience Representative

Handling customer inquiries and service requests, the full-time remote Customer Experience Representative will prepare and process policy changes, manage daily accounting transactions, and collaborate with teams to enhance the customer experience. Key responsibilities Manage customer contacts regarding policy administration and benefits, providing accurate information and service requests Process various service requests including policy loans and routine changes, while documenting all communications in the online Call Manager system Research and resolve moderately complex inquiries, collaborating with senior team members as needed to ensure customer satisfaction Required qualifications High school diploma or equivalency; associate degree in business or marketing preferred Two years of experience in life and annuity or related fields Prior experience in a call center or customer service environment is preferred Completion of LOMA coursework and possession of Associate Customer Service designations are preferred Good knowledge of state insurance and IRS regulations is preferred