Customer Service-Process Specialist

Danbury, Connecticut | Direct Hire

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Customer Service-Process Specialist (8 Roles)
Des Moines, IA or Atlanta, GA — Onsite/Hybrid/Remote
Length: Perm
Interview: Video /F2F 
Rate: $
24/hr-$25/hr + Benefits from day 1 (Medical, dental, life, 401k, Vacation/PTO)
Start: ASAP

***In office to start, migrating to hybrid/remote depending on performance***

In the role of Process Specialist you will be responsible for delivering accurate and courteous responses to telephone inquiries from contract owners, agents and third parties.  You will utilize multiple department systems to provide accurate information and will be expected to comprehend and explain life and annuity products.  You will be working in a fast-paced call center environment and during your day-to-day responsibilities, you’ll be maintaining a positive and professional demeanor while meeting or exceeding quality and efficiency goals.


  • High School Diploma or GED Equivalent. 

  • 2 years of high-volume inbound call center experience. Must have experience handling 35-40 calls daily minimum.

  • Continuous employment over the last 24 months.

  • Previous Life and Annuity experience. Experience with servicing Life Insurance products.


  • Analytical skills

  • Oral and written communication skills

  • Knowledge of the insurance industry or insurance products/procedures through a combination of experience and/or coursework

  • Ability and willingness to learn multiple financial concepts and systems

  • Flexibility in a fast-paced, team-oriented environment  

  • Organizational and follow through skills

  • Sensitivity to service and quality

Your responsibilities include but may not be limited to

  • Take initiative and ownership in every call and situation

  • Provide answers and solutions in a manner all parties can understand

  • Research information and handles return calls/other follow-up as needed

  • Provide accurate quotes and creates business correspondence via paper or electronic format in a timely manner

  • Navigate multiple computer systems/applications and utilizes search tools to find information

  • Adhere to call guidelines

  • Meet or exceeds department quality standards

  • Document client life and annuity contracts by adding timely notes with the most current information so it is readily available to all other company personnel

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