Client Care Specialist - Annuities

Title: Client Care Specialist

Location: Shelton, CT- Onsite 5x a week to start (eventually 4 days with 1 remote)

Benefits: 20 days PTO, 3 personal days, 6 sick days, plus bank holidays; biweekly pay, 401k, medical and dental plans (depending on how many people they’re covering, some are fully paid for by employer)

Salaries: 65-85k

Benefits: 20 days PTO, 3 personal days, 6 sick days, plus bank holidays; biweekly pay, 401k, medical and dental plans

Must Haves:

-3 years of experience in a contact center or customer service role within insurance or financial services

-Proven experience managing customer outreach and resolving issues effectively and in a timely manner

-Strong experience with annuities--distribution options, tax implications, and handling contract modifications

-Experience adapting to new technologies that enhance daily operations

-Exceptional interpersonal skills and ability to build relationships

Plusses:

-Verisk FAST experience

Day to Day:

An employer is looking for a Client Care Specialist to join their team in Shelton, CT (onsite 5x a week to start then eventually 4/1 onsite versus remote). This person will join the newly created "brainchild" of two well established private equity firms--this new company will be focused on the fixed annuity space of life insurance.

The Customer Care Specialist will work in a call center environment from 8am-6pm EST. He/she will report into the Customer Care Supervisor and will provide personalized support to customers through all digital avenues including over the phone, email, SMS, and online chat. Other tasks include be aren't limited to:

• Effectively manage complex cases, document changes, and resolve customer inquiries
• Manage high call volumes, respond promptly to written and verbal inquiries, and maintain high performance metrics
• Leverage product expertise to provide tailored support ; educate customers on self-service tools
• Complete clear documentation of all client interactions and requests
• Ensure compliance with industry regulations, standards, and legal requirements and policies specific to the insurance sector--including customer data protection, claims handling, and privacy laws
• Collaborate cross-functionally with internal teams and vendor partners to escalate and resolve complex issues; escalate critical issues to the Supervisor
• Utilized advanced AI tools to improve client interactions, streamline service delivery, and enhance overall operational efficiencies

This person will serve as the first point of contact customers will have and will need to provide exceptional service delivery as the company launches in Q1 2025. This is an amazing opportunity to join a start-up insurance company backed by well-established private equity firms!