Customer Service Representative (Remote) Training onsite

Title: Customer Care Advocate - Oriskany – Group Life Products

Max Pay Rate: $20/hr.

Location: Oriskany

Training Type: In Person

Training Hours: 8:30 AM – 5:00 PM EST, Monday-Friday, 30-minute lunch (No time off planned during training until end of nesting)

• Onboarding: First 3 Days
• Training Dates: 8/3/26 - 9/8/26
• Nesting: 9/9/26 - 9/22/26

After Training Hours:

• An ability to work during the hours of operation of Monday-Friday 8:00 AM – 11:00 PM EST. Must be flexible in regard to shifts worked, which may change based on business needs.
• Schedules after training will be determined using a ranking system based on performance in training. Temps will bid on available schedules that vary throughout all hours of operation (8:00 AM – 11:00 PM EST).
• Ranking will be based on Progress Check scores and Behavior ratings.

Experience Requirements:

• Requires a high school diploma or equivalent.
• 1-3 years of experience in the field or in a customer service role is preferred.
• Work under immediate supervision reporting to an immediate supervisor.

Schedule and Internet Requirements:

• Assignment is virtual, with in-person training. Associates near a client office would 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, etc.).
• Ability to work from home, which includes high-speed internet (500-650 kbps) and a quiet, secure workspace. (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 8:00 AM – 11:00 PM EST, with flexibility based on business needs.
• No time off planned during training until the end of nesting.

Schedule Selection Post Training:

Schedules after training will be determined using a ranking system based on performance in training. Temps will bid on available schedules that vary throughout all hours of operation (8:00 AM – 11:00 PM EST).

Ranking will be based on Progress Check scores and Behavior ratings.

Behaviors include:

• Attendance
• Ability to use reference materials
• Class Participation
• Interpersonal skills
• Grasp of Material
• Decision making
• Confidence Level
• Ownership of learning
• Technical Skills
• Adaptability and flexibility

Equipment Coordination:

• For this role you will be issued client equipment which consists of a laptop, 2 monitors, keyboard, mouse and docking station. You are required to return the equipment to client within a week of your assignment ending.

Responsibilities / Expectations:

• Respond to customer requests via telephone, providing excellent service to Clients ’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

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