Customer Service Representative

As a Customer Service Representative with Pacific Guardian Life, you’ll be the point of contact for our customers and be empowered to deliver an exceptional

experience to those looking for help, guidance, and support. You’ll help them make informed decisions about their policies by answering their questions, resolving issues and helping to provide the

requirements to execute their requests. You will strive to compassionately interact with all customers so that they will remember that it was you that helped them.

ResponsibilitiesServer as department's front line of communication to internal and external customers and sales agents.In a call center environment, answer inbound calls and return department voicemails promptly and within established department guidelines.Perform basic processing for policy-related transactions.Create, analyze, understand, and communicate life insurance illustrations.Research and respond to errors, delays and discrepancies.Independently create professional and effective customer correspondence.Actively initiate contact with high-value customers to maintain good customer relations, promote positive company brand image and conserve business from possible cancellation.Acquire and maintain a comprehensive knowledge of all life and annuity products and be able to convey this information in all forms of communications.Suggest, implement and become involved in initiatives to improve effectiveness of customer service that result in higher, better service to clients and better overall competitiveness in the industry.Continuously deepen insurance/financial-services and customer service knowledge and

skills by taking industry courses and reading journals and periodicals.Maintain a working knowledge of the policy administration systems and other system applications necessary to execute, process and respond to customer inquiries and transactions.

QualificationsAssociates Degree or higherMinimum one (1) year customer service

experience, insurance/financial-service

experience preferred.