Senior Customer Professional

Ameriprise Financial Services, LLC

. Serve independently as the first point of contact on pending insurance and disability policies for advisors and internal partners .

Posted 10/9/2026full-timeMinneapolis • Minnesota • United StatesSenior💰 $44,400 - $66,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills by effectively communicating complex policies and resolving service issues. Proficient in managing multiple priorities and troubleshooting to ensure prompt resolution of inquiries and transactions.

Highest-signal resume keywords

Customer Service SkillsTroubleshooting SkillsWritten Communication SkillsVerbal Communication SkillsProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Ability To Explain Complex PoliciesManaging Multiple PrioritiesFast-Paced Environment Adaptability

Tools & Technologies

Internal Systems

Industry Keywords

Insurance PoliciesDisability PoliciesService IssuesStatus UpdatesService Transactions

About the role

Key responsibilities & impact

Serve independently as the first point of contact on pending insurance and disability policies for advisors and internal partners
Handle status updates, requests, policies and procedures, and service issues through inbound phone and chat queues
Troubleshoot service issues and enter complex service requests into appropriate systems
Gather and accurately enter pertinent information to ensure prompt resolution
Educate advisors and internal partners on new services, systems and procedures
Serve as a key resource on company or product policies and systems
Respond to customer information requests using a variety of systems
Provide information to clients, advisors and relationship partners and resolve outstanding questions with internal partners
Process complex service transactions and account service casework
Interact with advisors and internal partners to provide accurate and immediate solutions
Enter information into internal systems for tracking and archival purposes
Train peers on processes, procedures, systems knowledge and customer service skills
Identify process improvements and partner with resources to implement solutions

Requirements

What you’ll need

High school or equivalent
Excellent customer service skills, including the ability to explain complex policies or concepts in a straightforward, easy-to-understand manner
Strong written and spoken communication skills
Demonstrated ability managing multiple priorities in a fast-paced environment
Demonstrated skill troubleshooting and identifying and resolving root cause issues
Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
Willingness to keep business hours in either the Eastern, Central or Western time zone

Benefits

Comp & perks

Variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role
Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Flexibility to work from home one (1) day per week
Reasonable accommodation support during recruitment and interview process