Customer Service Representative - Silent Channel

Position Requirements & Major Responsibilities

• Process all securities & insurance sales orders assigned through sales rep engagement, direct client contact as needed, or via automated order processing queue
• Ensure the timely and successful delivery of information in response to client inquiries
• Communicate clearly to sales team members all client issues and challenges that have been escalated to ensure cross-functional alignment and a high standard of care
• Assist with customer order requests or issue escalations as needed, including but not limited to order processing and account status
• Strong work ethic and self-motivation with a commitment to succeed both individually and as a team.
• Excellent interpersonal, written, and verbal communication skills.
• Aptitude to learn and navigate new software quickly, and comfortable using multiple computer screens and internet tabs simultaneously.
• Reliable in-home internet connection
• Dedicated, quiet, and distraction-free workspace
• Work-from-home experience preferred
• Prior Experience Required:
• High school diploma or equivalent
• Proficiency in Microsoft Office

Benefits:

• 401(k) matching
• Health, Dental & Vision Insurance
• 20 days of PTO
• 9 paid holidays
• Paid 2-week training
• Maternity leave
• 2 perfect days a year
• 3 floating holidays (prorated from when you start)
• Growth opportunity and career path (Ability to learn additional brands)
• Bonus incentives monthly and quarterly
• Employee Assistance Program
• Professional Education Coursework
• Tuition Reimbursement

Schedule:

• Set schedule
• Full-Time 8:00am - 5:00 pm CT (Schedule after training)
• Some holiday coverages may be required