Customer Service Advocate

Customer Service Advocate

Are you looking to get your foot in the door with a nationally recognized insurance company that has amazing growth opportunities? Join our team that has made the list of “Best Employers" for several years. If you are driven, possess strong communication skills, are analytical, have experience in the financial services or insurance industry, then you would be a great asset with our international Fortune 100 company!

With an excellent Monday through Friday schedule and a collaborative culture, this is a fantastic entry point into a great corporation that enables multiple opportunities to advance. This is a hybrid role and we will provide all the tools necessary for you to be successful. We pride ourselves on our renowned training program. 

Key Responsibilities - Customer Service Advocate

• Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics
• Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications
• Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper
• Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract
• Analyzes problems to determine proper course of action, striving for first time final resolution
• Develops and grows through monthly individual meetings with leadership to set in place a career path strategy
• Ability to utilize analytical skills and problem solve 
• Ability to learn and obtain licenses

Education and Experience - Customer Service Advocate

• Bachelor’s Degree Required 
• 1-2 years Customer Service experience preferred 
• Excellent communication skills and ability to connect with upper level management
• Desire to build a career!
• Proficient in technology software's
• Ability to utilize math skills and solve equations 
• Ability to study and complete exams successfully 

Benefits and Pay - Customer Service Advocate

• $19/hour starting pay
• Opportunity to earn multiple pay increases within your first year
• Paid Training and excellent benefits including medical, dental and 401k.
• Availability Monday to Friday between 8:00am to 8:00pm EST (full time, set schedule)

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About InnoSource

InnoSource has been Putting Passion to Work for over 25 years. We care about our associates and our clients, and we aim to deliver for both. This means connecting each individual with the best long-term career fit based on unique skills and needs, and guiding you through the process along the way.

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Equal Opportunity Employer - Age/Race/Color/Sex/Sexual Orientation/Gender Identity/Disability/Veteran