Customer Experience Associate - Insight Global : Job Details

Serve as the first point of contact for customers, showcasing our values of empathy and customer-centricity in every interaction. Engage with our customers via phone, email, chat or other communication channels, to understand their needs offering guidance on enrollment, policy servicing, and more to enhance their experience and deliver value. Accurately process annuity applications, ensuring compliance and correctness. Handle and service policyholder requests, including policy updates and changes to annuity contracts, beneficiary changes, address updates, and payments. Maintain detailed records of customer interactions and ensure accurate CRM and policy administration system data entry. Collaborate with internal teams to resolve customer inquiries efficiently, meeting performance goals. Meet and exceed performance goals that include, but not limited to CSAT score, service level targets, quality goals, compliance regulations, and productivity targets. Exceptional confidentiality to protect the privacy of customers, clients, and the intellectual property of the companyWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] . To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: . Required Skills & ExperienceDemonstrated excellence in customer service environments At least 2 years of professional work experience, preferably in a customer centric role Tech-savvy, with the ability to multitask and navigate through different tools and applications with both speed and accuracy Nice to Have Skills & ExperienceExperience with Office 365, Google Suite, Confluence, Zendesk, Amazon Connect, Salesforce is HIGHLY preferred Experience in the Fintech, Insurtech, or financial services industry Bachelors degree Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.