Effectively answer inbound calls centered on updating, managing, and reporting of policy information to our clients – life and health policy owners and brokers

Respond to email inquiries related to their policies by both owners and brokers

Provide insurance assistance to clients based on their needs

Accurately analyze and report all information in relation to the terms and conditions of the policy in a timely manner

Exhibit a consistent, positive client experience with every conversation and resolve client concerns at the first point of...