Management Training Program (Customer Service)
Join a dynamic team with progressive, fully flex remote options at a leading financial services organization. As a service representative, you'll be the first point of contact with financial professionals and customers. Our employees own the relationship with our valued customers and have the rewarding responsibility of shaping the image of the company. We are building a team of individuals who understand that making a great impression is important to developing and maintaining good relationships. Creating a great experience for customers, while contributing to individual and team performance expectations, are keys to success in this role. Responsibilities include:
- Owning the customer experience by establishing trust and building relationships with financial professionals and customers to provide high caliber service and follow-through
- Handling simple to more complex in-bound calls from our clients and answer questions regarding life or annuity product and/or servicing needs
- Thoroughly and efficiently handling simple to complex in-bound calls from financial professionals, policyholders, claimants and others, answering questions regarding their life or annuity product and/or servicing needs, in conjunction with handling end-to-end service requests
- Processing routine and complex transactions and documents records with consistent quality, attention to detail, and according to department policies and procedures
Hired candidates will be enrolled in our career training program, in which you will receive 2 hours of paid training per week to help you develop the technical and professional skills to build a highly successful, rewarding career. As a Safari trainee you’ll get 1-on-1 career coaching with a Safari career coach, career mentorship from experienced insurance industry professionals and technical training to help you build a strong foundation for your professional services career.