Insurance Customer Service Agent
Tulsa (Osage)
Job description
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Responsibilities
· Respond to customers and advisor’s requests for information or transactions on life insurance and/or annuity contracts via telephone and/or e-mail.
· Research and respond to questions regarding status updates, policy/contract provisions, and transactions processed.
· Efficiently access and navigate systems to provide a response to the customer’s inquiry, process transactions and/or properly document actions taken to ensure completion.
· Enhance and strengthen relationships between our client and customers by using strong communication skills, keen listening skills and empathy.
· Deliver high quality service by performing responsibilities in a consistent, professional manner while exercising strong verbal, interpersonal skills.
Required Qualifications
· High school diploma or equivalent required.
· Two or more years of customer service experience.
· Ability to work a shift during the hours of operation of 8 AM to 7 PM Monday – Friday; must be flexible with overtime & shift worked, which may change based on business needs.
· Must obtain FINRA (formerly NASD) Series 6 license within 90 days of hire.
Preferred Qualifications
· College, trade or professional certification experience preferred.
· Insurance, Product specific or Financial Services industry experience preferred.
· Prior call center experience preferred.
· A demonstrated ability to quickly learn and continuously develop functional knowledge and an understanding of company products as well as administrative, claims, underwriting and marketing functions.
· A passion for serving customers and a personal commitment to following through in a dynamic, fast-paced environment.
· Strong computer/keyboard skills as well as solid math, analytical and problem-solving skills.
· Superb listening skills and professional oral & written communication skills with an ability to inspire trust and accountability though an empathetic communication style which promotes a quality image of DXC