Licensed Senior Customer Service Representative

We are seeking a Licensed Senior Customer Service Representative to join our client's team in a remote capacity. This role is responsible for delivering exceptional customer support by handling inbound inquiries, assisting with life and health insurance products, processing claims and payment-related requests, and providing accurate information through phone and email communications.

The ideal candidate is highly organized, customer-focused, and possesses strong problem-solving and communication skills. Apply today!

Work Model:

• Remote

What You Will Do:

• Manage inbound customer calls and document interactions in Salesforce
• Handle both standard and complex customer inquiries about products and services via email and phone
• Investigate customer inquiries, delivering follow up support via phone and email as needed
• Prepare and deliver informed responses to customer correspondence using available reference materials and resources
• Request and organize additional information required to resolve customer concerns
• Document client concerns and escalate matters to relevant teams when necessary
• Troubleshoot basic website and online account-related issues
• Support customers with enrollment in life and health insurance products
• Support customers with payment inquiries and payment processing
• Guide customers through claims inquiries and claims-related processing
• Maintain professionalism and accuracy while meeting scheduled work requirements

What You Will Need to Be Successful:

• Must currently hold active licenses in: both California (CA) and Florida (FL) to be considered for an interview
• Must currently hold active licenses in at least three (3) of the following states: New Jersey (NJ), Massachusetts (MA), Ohio (OH), Connecticut (CT), Maryland (MD), Pennsylvania (PA), Virginia (VA)
• If selected for employment, candidates must obtain licenses in: Michigan (MI), New York (NY), Indiana (IN)
• High School Diploma or equivalent (required)
• 1+ years of experience in sales and/or customer service
• 6+ months of experience with Microsoft Office Suite, including, including Word, Excel, and PowerPoint
• Foundational skills in technical and computer troubleshooting
• Excellent verbal and written communication skills
• Ability to manage multiple tasks and work independently in a remote environment
• Excellent problem-solving and customer service skills

Benefits Overview:

• 401k
• Major health insurances
• Employee Stock Ownership Plan (ESOP)
• Click here for a complete list of benefits

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email resumes@thepalmergroup.com.

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