The Customer Service Associate position is a part-time position that rotates job duties based on business needs that are largely driven by volume increases (seasonal and predicted) and demand. The individual in this position will key and process data in administrative systems and will conduct outbound telephone calls to insurance applicants to collect data requested by the underwriter. The individual may also take inbound calls or make outbound calls from/to our customers.

The Customer Service Associate position is a part-time position that rotates job duties based on business needs that are largely driven by volume increases (seasonal and predicted) and demand. The individual in this position will key and process data in administrative systems and will conduct outbound telephone calls to insurance applicants to collect data requested by the underwriter. The individual may also take inbound calls or make outbound calls from/to our customers.

Utilizes financial industry knowledge, training and/or experience to make informed recommendations across the breadth of the Western & Southern Financial Group product portfolio to clients as a result of a review of their current financial situation and current products held. Must meet or exceed established sales goals (policies and premium placed) and perform job functions according to prescribed contact center metrics. Assesses needs of current and prospective clients using established integrity selling techniques and needs analysis systems in an inbound and outbound contact center environment. Makes appropriate financial services product recommendations utilizing the Western & Southern product portfolio. Accesses other company product portfolios as...

In a manner consistent with compliance and regulatory requirements, responds to agent's inquiries via multi-media factors including inbound/outbound calls and email.  This position is the liaison between our external agents and our Agency Operations Department and requires system, product and insurance industry knowledge.  This role is the face of Gerber Life to our external partners, requiring this role to be the expert on all things Gerber Life Agency to our experts (the external Agents) in the insurance industry.

Manage team of associates responsible for providing coaching, feedback and guidance via new hire onboarding and call escalations in supporting contact center agents via digital and telephony platforms. This position is directly responsible for proactively leveraging data captured through these interactions. Performs trend analysis to identify efficiencies and improved workflows impacting customer and employee experiences. Requires frequent interaction with Contact Center and Operational Senior Leadership to present opportunities and recommendations to drive prioritization of key initiatives impacting operational excellence. Handles sensitive legal situations impacting customers requiring decisiveness and confidence in escalation processes.