Job description
Job summary:
Client Support role is essential in providing exceptional service and support to our clients address inquiries, and insuring they have a positive experience navigating their Life, Health, and Wealth needs. Your duties will include maintaining accurate records of client interaction, inquires, and resolutions in the client management system while ensuring compliance with all regulatory requirements.
Let’s talk job responsibilities:
Answer calls as required by company policy in a helpful, professional, timely manner.
Scheduling Appointments
Place outgoing calls as needed to provide or obtain information.
Document (written/on-line) all calls while in progress.
Transfer calls to employees in other departments as required to meet client’s needs.
Fully document client file or imaging system with all related material to leave a clear and concise audit trail.
Actively participate in cross training and group training sessions to maximize team efficiency and maintain or exceed service standards.
Communicate openly with supervisor, Senior Leadership, and other team members to ensure accurate responses and avoid duplication of efforts.
Other duties as assigned.
Your experience and skills:
High school diploma or equivalent
2-4 years of related experience
Excellent customer service, presentation, verbal, and written communication skills
Ability to multi-task and prioritize in a fast-paced environment.
Excellent computer skills and proficiency with MS Office
Previous insurance or financial experience preferred, but, willing to train the right candidate.
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.