Specialized Client Care Srvcs Rep

JOB REQUIREMENTS: Primary Duties & Responsibilities Delivers apersonalized and remarkable experience for our clients by answeringtheir questions, providing servicing options and helping them with theirproducts or services in a call center environment Becomes proficient atresolving inquiries and transactions from Financial Reps and clients onbasic and intermediate (semi-complex) level calls and transactions in aSpecialized area. Researches and evaluates possible solutions tosemi-complex problems that requires identifying root cause and somedeviations from procedures. Takes ownership of calls and begins toanticipate future issues to avoid repeat calls and unnecessary calltransfers. De-escalates client experience situations and able to applyskills learned in Effortless Experience training (CEB) to allsituations. Serves as a trusted advocate for our FinancialRepresentatives and partners with them to meet the needs of our clients.Embraces new technology, educates clients and Financial Representativeson our client website and self-service capabilities and understandsrisks and impacts that the transaction has on the client or policy.Embraces change by keeping an open mind to new ideas, and readilyadjusts to new or changing processes. Embraces continuous improvement byidentifying opportunities for improvement. Fosters a professionalrelationship with our clients to enhance brand loyalty. Handles phoneand transactional responsibilities while adhering to strictconfidentiality and privacy standards. Multi-tasks between phone andcasework/transactional duties with the high degree of accuracy andquality. Qualifications Associates degree in business or related fieldor equivalent combination of education and experience Minimum of 1 yearrelated customer service experience with proven customer service skills.Basic understanding of specialized products and/or markets (i.e. DI,LTC, Whole Life, COLI/BOLI, etc.). Basic understanding of risk productsor processes. Basic understanding of financial planning. Strong writtenand verbal communication skills. Ability to multi-task and handle highvolume of calls/case load with the greatest possible degree of accuracy.Strong organization skills with the ability to prioritize tasks. Abilityto welcome change and embrace continuous improvement in a fast-pacedwork environment. Strong problem-solving skills and ability to provideoptions. A strong desire to continuously learn and improve. Demonstratedcomputer experience with solid keyboarding skills and proficiency withcurrent software packages. Ability to navigate multiple systems andapplications to complete standard requests. Successful completion of anyrequired testing. This position has been classified as an AssociatedPerson under NMIS guidelines and requires fingerprinting and completionof required... For full info follow application link. EEO/AAEmployer/Vets/Disability APPLICATION INSTRUCTIONS: ApplyOnline: ipc.us/t/4C5AA44FEC0B4322 Qualified females, minorities, andspecial disabled veterans and other veterans are encouraged to apply.

Created: 2026-03-30