Risk Advisor/Customer Service Specialist II

KLM Careers


Job Description

Risk Advisor/Customer Service Specialist II

Fort Washington, PA

Must be a US Citizen or Green Card holder.

  • Life, Accident & Health license required and P&C license required
  • Demonstrated skills and abilities to be goal-oriented and solve complex issues
  • Learn multiple products to support revenue growth for program business
  • Possess excellent written communication skills for customer correspondence
  • Ability to provide excellent quality service to customers
  • Demonstrated ability in handling details and key follow up capability
  • Strong MS Office (Word, Excel and PowerPoint) skills required.
  • Reporting tools experience- - Analytical experience; reviewing and analyzing report data
  • Ability to identify process efficiencies and handle daily activities in a thorough and accurate fashion
  • Strong communication, organizational and interpersonal skills
  • Ability to work independently and as a team member.

RESPONSIBILITIES:

  • Handle inbound and outbound calls via 800 lines
  • Respond to customer communication via an email management tool
  • Maintain service, quality and timeliness standards
  • Support On the Job Training/new hire onboarding
  • Utilize quality monitoring programs in Sales/Service
  • Support implementation of production standards in Sales/Service and cross department as assigned.
  • Determine customer requirements and expectations in order to recommend specific products and solutions
  • Interact with other departments on various projects including new programs, products and technology
  • Lead or participate in special projects as needed
  • Prepares and reviews operational reports as needed.


Requirements

1. Bachelor’s Degree preferred, or commensurate work experience

2. Life, Accident & Health license required and P&C license required

3. Four or more years’ experience in sales/customer service supporting multiple Life and Health insurance products

4. Preferred is a candidate with a minimum of LAH licensing and variable lines product experience

5. Strong MS Office (Word, Excel and PowerPoint) skills required.

6. Reporting tools experience- - Analytical experience; reviewing and analyzing report data

7. Must be a US Citizen or Green Card holder.

Industry