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Customer Service Representative - Client Services

Remote Full-time Live

Primerica is a recognized leader in the financial services industry, known for its commitment to diversity and employee satisfaction. The company is seeking Customer Service Representatives to support its Agent Services department by providing exemplary customer service to term life policyholders and agents, addressing inquiries related to insurance policies and assisting with various client needs.

Responsibilities

  • Deliver exemplary customer service to Primerica term life policyholders and agents
  • Address verbal and written inquiries pertaining to term life insurance policies
  • Assist clients with questions regarding billing, policy coverage, underwriting, or contract changes
  • Identify concerns, ask appropriate questions, respond to inquiries in a concise and courteous manner while documenting all research findings thoroughly
  • Perform corrections identified during the call and forward corrections to the appropriate party for further processing or approval when necessary
  • Recognize priority situations and understand when to notify appropriate parties

Skills

  • Minimum high school diploma or GED
  • Excellent PC skills
  • Intermediate skills in Microsoft Word
  • Excellent verbal and written communication skills
  • Excellent customer service skills
  • Attention to detail
  • Ability to maintain knowledge of company's products and procedures
  • Ability to communicate professionally with irate customers
  • 1 year of call center customer service experience preferred but not required
  • Previous insurance or financial services experience is a plus

Benefits

  • Day one health, dental, and vision insurance
  • 401(k) Plan with competitive employer match
  • Vacation, sick, holiday and volunteer time off
  • Life and disability insurance
  • Flexible Spending Account & Health Savings Account
  • Professional development
  • Tuition reimbursement
  • Company-sponsored social and philanthropy events

Company Overview

  • Primerica is a financial services company that offers financial education, products, and services to their clients. It was founded in 1977, and is headquartered in Duluth, Georgia, USA, with a workforce of 1001-5000 employees. Its website is https://www.primerica.com.
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