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Eclaro

Customer Service Represenative

Job Description

Customer Service Representative Job Number:
26-04528 Find your next opportunity in the Financial Services Industry. ECLARO is looking for a Customer Service Representative for our client in Edison, NJ. ECLARO's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US. If you're up to the challenge, then take a chance at this rewarding opportunity!
Position Overview:
Serve as the first point of contact for both internal and external customers, providing a professional and welcoming experience. Responsibilities include greeting visitors, managing inquiries through reception and phone channels, and assisting customers at the service counter while ensuring requests are handled promptly and efficiently.
Responsibilities:
Provide excellent day-to-day customer service to agents, clients, and Field Management, in person, over the phone, or via electronic communication. Assist with the workflow of new insurance policies as they go through the stages of application, underwriting, policy issue, delivery, and payment. Coordinate underwriting requirements for new insurance applications by interacting with agents, clients, outside medical vendors, and underwriters. Assist in the training and development of agents in the areas of underwriting and new business (presentations, face to face, virtually). Facilitate the onboarding of new agents by processing their contracts and licenses. Answer incoming calls and greet guests. Support management in a variety of duties such as preparing for meetings, event planning, creating reports, pulling documentation for compliance reviews, etc.
Qualifications:
Ideal consultant should have experience in a customer service and / or administrative role. Excellent written and verbal communication skills. Strong computer skills with proficiency in the Microsoft Office Suite. Proven ability to multi-task effectively. Demonstrated professionalism, reliability, and strong organizational skills. Basic Excel Skills. If hired, you will enjoy the following
ECLARO Benefits:
401k Retirement Savings Plan administered by Merrill Lynch Commuter Check Pretax Commuter Benefits Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO If interested, you may contact: Matt Orozco matt.orozco@eclaro.com 646-695-2918 Matt Orozco |
LinkedIn Equal Opportunity Employer:
ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.

Benefits

  • 401(k) Plans
  • Other Retirement and Savings
  • Health Insurance
  • Dental Insurance
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