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Customer Experience Associate, Compliance
ReSource Pro. Provide front-line customer service support to Compliance customers .
About the role
Key responsibilities & impact- Provide front-line customer service support to Compliance customers
- Process tasks related to insurance regulatory compliance, licensing, client intake, and/or sales support
- Handle customer inquiries via inbound/outbound phone calls, email, and/or chat
- Answer questions and assist customers by completing tasks or processes
- De-escalate frustrated customer situations and find solutions
- Follow established processes to complete routine regulatory compliance, client intake, and/or sales support tasks
- Gather and verify client information
- Input information into Compliance and/or State web-based systems and forms
- Complete related reports and track work in established databases
- Maintain accurate records, support database updates, and follow up on outstanding items
- Meet deadlines and maintain organized documentation
- Escalate problems to senior team members, supervisors, leads, or management
- Collaborate with co-workers and supervisors to meet client needs and team goals
- Identify opportunities to improve processes and build insurance regulatory compliance knowledge
- Foster respectful, solution-oriented communication and teamwork
Requirements
What you’ll need- High School diploma or equivalent
- 1-2 years of customer service or administrative experience required
- Microsoft Office proficiency: Word, Outlook, Excel, PowerPoint, and Access
- Excellent written and verbal communication skills
- Ability to address complaints and issues with effective solutions and a positive attitude
- Excellent time-management and prioritization skills
- Customer-centric approach and enjoyment of providing service and solving customer problems
- Ability to effectively de-escalate customer frustrations
- Team player committed to supporting other team members
- Process-focused and detail-oriented, committed to accurate documentation
Benefits
Comp & perks- Annual bonus eligibility
- 100% paid employee health insurance available on Day 1
- Medical, dental, and vision benefits on Day 1
- Internet stipend eligibility for remote positions
- 401k with employer match, vested on Day 1
- HSA/FSA available
- Employer-provided long-term and short-term disability
- Generous PTO plan with paid holidays and floating holidays
- Development and growth opportunities
- Comprehensive wellness program and prioritization of employee health