Customer Service – New Business Support

You’ll act as the liaison between Agents and Policy Owners and the New Business department supports various operational tasks that ensure timely processing and accuracy of applications and policies.

Day in the Life

• Communicate with agents through inbound and outbound phone calls, written correspondence, email, and chats.
• Resolve product or service concerns by clarifying the agent’s complaint, determining the root cause of the problem and recommending the best course of action to resolve the problem
• Must have a strong command of company policies, procedures, products and websites in order to satisfactorily assist callers
• Maintain an effective and open line of communication with internal and external customers in an atmosphere of service to the agents
• Order underwriting requirements as needed and process follow-up tasks to ensure timely processing

Education and work experience

• High school diploma or general education degree (GED)
• At least two years experience in a customer service role
• Must be able to read, write, speak and translate the Spanish language
• Ability to type 40 wpm with 90% accuracy
• Working knowledge of MS Word, Outlook and Excel and the ability to learn internal software quickly and effectively

What We Offer

• Competitive Benefits (Medical, Dental, Vision, Short- and Long-Term Disability, 401K w/ match, PTO, and more!)
• A Human Approach
• Career Advancement
• Professional Development Opportunities
• Quality Working Conditions

About Us

American Amicable is a part of iA Financial Group, one of the largest insurance and wealth management groups in North America. Tracing its roots back to 1910, the American-Amicable Life Insurance Company of Texas is a progressive special markets insurer. The Company offers innovative life insurance and annuity products developed to target the individual needs of protection, wealth creation, and estate preservation.

Tagged as: CSR, customer service, entry, entry level, insurance