Financial Representative - Customer Engagement Center

POSITION SUMMARY

To help individuals integrate their faith with their life and health insurance needs, building meaningful client relationships through the Customer Engagement Center (CEC). The CEC proactively reaches out to clients to discuss needs and assists in supporting incoming contacts.

RESPONSIBILITIES AND DUTIES

1. Provide life and health insurance counsel through both outbound and inbound contacts.
2. Generate new business and sale of products within the CEC and/or through referrals to core/regional markets.
3. Build trust through client contacts by responding in a prompt, efficient manner while providing correct, thorough responses.
4. Utilize the CEC technology to initiate contact with the existing client base that are eligible for Medicare Supplement, Part D, as well as prospects for long-term care and life insurance policies.
5. Acquire and maintain a working knowledge of all Everence and approved-brokered insurance products and services.
6. Provide after-sale service and annual reviews for sales and contact center life and health insurance clients.
7. Document case details thoroughly and accurately in the Everence CRM system.

QUALIFICATIONS

License(s)

1. Obtain and maintain appropriate licensing as a life and health insurance producer

Skills and Abilities:

1. Appreciation for the Everence mission of integrating faith and finance
2. Strong desire to generate new business and build long-term relationships, while maintaining well-developed customer service skills
3. Demonstrated ability to hold self-accountable, attain results, and adapt well in the face of ambiguity, shifting priorities, and rapid change
4. Excellent phone demeanor, active listening skills, and ability to engage others with a strong desire to manage multiple, high-volume outbound/inbound calls every day
5. Proven communication skills including objective listening skills, verbal, and written skills
6. Ability to explain complex insurance concepts, through both verbal and written communication, in an easily understood manner

SUPERVISORY RESPONSIBILITIES:  None