Customer Care Representative - Plano

Company: Varite Inc
Your Application: You have not applied yet
Location: Plano, USA


The Customer Care Representative is responsible for handling inbound phone inquiries primarily relating to Variable Annuity and Variable Life Insurance products. It represents the organization in a personable and professional manner when assisting client's customers with their service inquiries.


Handle inbound service inquiries relating to Variable Annuity and Variable Life insurance products, varying from general questions, such as providing policy information, values, how to process transactions for withdrawals, loans, fund transfers, etc. to complex service requests. A typical day would be to respond to approximately 30+ inbound calls per day. Collaborate with other operation departments to complete customer requests as needed to provide a first call resolution and positive customer experience. Consistently meet and exceed goals relating to quality, productivity, and net promoter score metrics. Work in a fast pace, structured environment.


Two years' experience in high call volume, complex inbound call center with a focus on financial services. Superb written and verbal communication skills with ability to respond professionally under pressure. Advance computer skills demonstrated strength with navigating multiple systems. Advanced experience in Microsoft tools. Flexibility
to work any shift between 8:00 a.m. ET- 7:00 p.m. ET Monday through Friday. Sound judgment and excellent problem-solving skills. FINRA Series 6 registration within 3 months of Hiring. Any other Series Licenses will not be sponsored, including dual registration with other Broker/Dealers and conflicting outside business activities, such as sales of any Life Insurance or Securities products.

Preferred Qualifications

Associates degree preferred
General understanding of life and health insurance, annuity and investment products.

Prior experience in CRM software, such as Salesforce or Zendesk Ability to speak a second language
Behavioral Competencies Ability to maintain confidentiality of customer and company information. Ability to work independently, be solutions focused and be accountable for work. Ability to work in a team environment to develop integrity, trust and respect of coworkers at all level Exceptional, professional and adaptive verbal and written communication skills Dependable, punctual and reliable attendance
Employment type: W2

Work Day: Full Time
Salary: Negotiable

Minimal experience: 5 years

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