About Company
Primerica is a leading financial services company dedicated to helping families achieve financial security. With a proud history spanning over 45 years, we empower individuals and families across North America to make informed decisions about their finances. Our mission is to educate and serve middle-income families, providing them with essential financial products and services, including term life insurance, mutual funds, annuities, and more. We operate through a vast network of independent representatives who are committed to putting clients first. At Primerica, we believe in integrity, teamwork, and empowering our employees to make a real difference in people’s lives. We foster a dynamic and supportive environment where innovation is encouraged, and professional growth is a priority. Join us and become part of a company that is consistently recognized for its strong corporate culture and unwavering commitment to client success.
Job Description
We are seeking a highly motivated and customer-centric Customer Service Specialist to join our remote team, serving clients primarily from the Ashford Park, Brookhaven area and beyond. In this vital role, you will be the first point of contact for our valued clients, providing exceptional support and guidance on our range of financial products and services. This is a unique opportunity to work from the comfort of your home, utilizing your communication skills and problem-solving abilities to ensure a seamless and positive experience for every client. As a Remote Customer Service Specialist, you will play a crucial part in building and maintaining strong client relationships, addressing inquiries, resolving issues, and navigating our internal systems with efficiency and accuracy. Your dedication to service excellence will directly contribute to our clients’ financial well-being and Primerica’s reputation for outstanding support. We’re looking for someone who thrives in a fast-paced environment, can manage multiple tasks with precision, and is passionate about helping others achieve their financial goals. While working remotely, you’ll be an integral part of a collaborative team, with access to ongoing training and development to enhance your expertise.
Key Responsibilities
- Respond to client inquiries via phone, email, and chat in a timely and professional manner.
- Provide accurate information regarding Primerica's financial products, services, and policies.
- Resolve client complaints and issues efficiently, escalating complex problems to appropriate departments when necessary.
- Maintain detailed records of client interactions and transactions in our CRM system.
- Educate clients on how to utilize online resources and self-service options.
- Collaborate with other departments to ensure a cohesive and positive client experience.
- Adhere to all company policies, procedures, and regulatory requirements.
- Continuously update knowledge on product changes, system updates, and industry best practices.
- Contribute to team goals by achieving established service level agreements and quality standards.
Required Skills
- Minimum of 1 year of experience in a customer service role, preferably in a remote setting.
- Exceptional verbal and written communication skills.
- Strong active listening and empathy skills.
- Proficiency in using CRM software and general office applications (Microsoft Office Suite).
- Ability to work independently and manage time effectively in a remote work environment.
- Excellent problem-solving and analytical abilities.
- High-speed internet connection and a dedicated, quiet home office space.
- Ability to adapt to new technologies and processes quickly.
- High school diploma or equivalent.
Preferred Qualifications
- Associate’s or Bachelor’s degree in Business, Finance, or a related field.
- Experience in the financial services or insurance industry.
- Familiarity with financial terminology and regulations.
- Prior experience with virtual communication and collaboration tools.
- Bilingual proficiency (e.g., Spanish/English).
Perks & Benefits
- Competitive salary and performance-based incentives.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company match.
- Paid time off and company holidays.
- Opportunity for professional development and career growth.
- Employee assistance program.
- Flexible remote work schedule.
- Access to a robust training and development platform.
- A supportive and collaborative company culture.
How to Apply
Interested candidates are encouraged to apply by clicking the link below. Please navigate to our careers portal and search for ‘Customer Service Specialist’ or ‘Client Services Representative’ to find and apply for relevant remote opportunities. We look forward to reviewing your application and exploring how your skills and passion for service can contribute to our team.