Associate Customer Care Professional, Life Insurance

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Associate Customer Care Professional, Life Insurance based in United States.

This role offers an opportunity to build a meaningful career in financial services while helping clients navigate important life and insurance decisions. You will own customer interactions from the initial conversation through resolution, focusing on personalized service rather than scripted responses. The position combines relationship building, problem-solving, technology, and financial-services knowledge in a supportive remote environment. You will work with clients from diverse backgrounds, gathering information, navigating multiple systems, and explaining potentially complex solutions clearly. Success is measured through quality, first-call resolution, and the ability to create positive client experiences while working efficiently. Structured training, coaching, mentorship, and career progression programs provide a strong foundation for developing expertise and advancing professionally. The role can also serve as a pathway into broader financial-services specialties, support functions, and leadership opportunities.

Accountabilities:: Own customer interactions from the initial greeting through problem resolution, providing a complete and personalized service experience.

Build rapport with clients from diverse backgrounds while gathering accurate information and understanding their individual needs and circumstances.

Navigate multiple systems simultaneously to research information, identify appropriate solutions, and resolve customer questions efficiently.

Explain insurance products, programs, processes, and potentially complex information in clear, concise, and positive language.

Prioritize quality and first-call resolution while managing processing time and after-call work effectively.

Maintain accurate records and complete required documentation following each customer interaction.

Apply established guidelines, resources, internal documentation, and support channels while exercising sound judgment rather than relying on scripted conversations.

Participate in structured onboarding, ongoing training, coaching sessions, mentoring, and career development programs.

Develop expertise in financial-services products and programs, potentially including life insurance, annuities, health insurance, mutual funds, and beneficiary claims.

Contribute to continuous improvement initiatives, quality programs, focus groups, roundtables, recruiting activities, and new-service launches as opportunities arise.

Work collaboratively with experienced teammates and managers to strengthen customer outcomes and contribute to a positive team environment.

Requirements:

High school diploma or equivalent experience required; post-secondary education is preferred.

Previous financial-services or insurance experience is preferred.

Experience managing complex customer interactions from initial support through successful resolution.

Strong communication and interpersonal skills, with the ability to establish rapport and explain complex information clearly.

Strong problem-solving abilities and sound judgment when assessing customer situations and identifying appropriate solutions.

Ability to navigate multiple technology systems while maintaining an engaging, accurate, and professional customer conversation.

Customer-focused mindset with a strong commitment to quality and first-call resolution.

Ability to adapt to change and contribute positively to continuous improvement in a fast-paced environment.

Strong organizational skills and attention to detail, particularly when handling customer information and completing follow-up activities.

Bilingual English/Spanish skills are a plus.

Candidates residing in the Pacific, Mountain, or Central time zones are preferred.

Must be able to work full-time Monday through Friday, with training scheduled from 8:00 a.m. to 4:30 p.m. CST and the post-training schedule falling between 9:30 a.m. and 6:00 p.m. CST.

Must maintain a private, secure, distraction-free home workspace with reliable power and a hard-wired Ethernet connection to the router or modem.

Minimum internet requirements are 30 Mbps download and 10 Mbps upload.

Must be able to successfully complete a criminal background check.

Benefits:

Starting compensation of $23.46 per hour , equivalent to approximately $48,800 annually based on full-time employment.

Quarterly career progression opportunities during the first year, with established milestones that can increase hourly compensation.

4–6 weeks of structured onboarding and product training , including a dedicated onboarding partner and regular mentoring.

Ongoing coaching and professional development , including monthly coaching sessions, structured advancement programs, and stretch assignments.

Opportunities to develop expertise across life insurance, annuities, health insurance, mutual funds, beneficiary claims, and other financial-services areas.

Medical, dental, and vision coverage , with additional healthcare support such as health savings and flexible spending accounts where applicable.

401(k) matching of up to 6% and a pension plan.

20 days of paid time off annually, plus paid holidays and sick/safe time.

Up to 20 hours of Volunteer Time Off to support causes and communities that matter to employees.

Paid parental leave, employee assistance resources, disability coverage, life and accidental death and dismemberment insurance, and supplemental protection options.

Corporate gift matching opportunities, with contributions potentially matched at up to 3:1.

No nights or weekends under the regular work schedule.

Fully remote work environment with structured support, mentoring, and internal career opportunities.

Potential eligibility for additional bonuses, incentives, well-being programs, and other employee benefits, subject to applicable plans and policies.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1