Customer Experience Associate
ReSource Pro is focused exclusively on the insurance industry, and they are seeking a Customer Experience Associate to provide front-line customer service support. The role involves processing tasks related to insurance regulatory compliance, client intake, and sales support while maintaining exceptional customer service standards.
Responsibilities
- Receive and handle customer inquiries via inbound/outbound phone calls, email, and/or chat; answering questions professionally and assisting customers by completing a task or process for them
- Follows established processes and procedures to complete routine regulatory compliance Client intake and/or sales support tasks in a timely manner on behalf of the client. This may include gathering and verifying client information, inputting information into a variety of Compliance and/or State web-based systems and forms and complete related reports
- Running annual corporate tax filings and filing reports with Secretary of State and Department of Revenue
- Provide exceptional customer service to customers
- Deescalate customer situations and find solutions to provide an exceptional customer experience
Skills
- High School diploma or equivalent
- 1-2 years of customer service experience
- Customer-centric mindset; enjoy providing a service and solving customer problems
- Strong written and verbal communication skills, able to convey information to clients and effectively deescalate customer frustrations
- Process-focused and detail oriented; committed to accurate documentation
- Computer knowledge and proficiency with MS Office– able to learn, utilize, and navigate a variety of external and internal systems
- Previous insurance experience or basic insurance knowledge
- Tax filing experience
Benefits
- 100% paid employee health insurance available on Day 1
- Eligible for all medical, dental, and vision benefits on Day 1
- Remote positions are Internet stipend-eligible
- 401k with employer match, vested on Day 1
- HSA/FSA available
- Long Term and short-term disability employer-provided
- Generous PTO plan with paid holidays + floating holidays
- Development and growth opportunities
- Comprehensive wellness program and prioritization of employee health
Company Overview