Customer Experience Associate

| Austin
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Duties & Responsibilities

  • Monitor case progress, track down requirements and provide ongoing status updates and escalating as needed.
  • Review application information, including medical history, identifying issues that could present a problem and proactively seeking information to expedite the process – if necessary, researching and presenting alternative solutions.
  • Continuously look for ways to expedite and improve our processes and services.
  • Review new life insurance applications for missing information prior to submission to underwriting.
  • Highly organized person with superb attention to detail.
  • High sense of urgency and problem solving state of mind.
  • Collaborate and support sales and customer service efforts to ensure a superior and seamless customer experience.

Knowledge and Skills:

  • Track record of successes in fast-paced customer service environment
  • Strong written and verbal communication skills
  • Motivated self-starter capable of performing duties with minimal oversight
  • Excellent relationship building and negotiating skills, with the ability to influence a situation to achieve the best client outcome
  • Superior problem-solver, who thinks outside of the box
  • Ability to work independently and exercise excellent judgment
  • Strong phone and computer skills with the ability to quickly learn and master our internal and carrier software programs
  • Must be comfortable with choosing priorities when presented with multiple challenges

Education and Experience:

  • Bachelor's degree
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Location

460 Bryant St. 3rd Floor, San Francisco, CA 94107
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