- Qualifications:
- A strong communicator with the ability to simplify complex concepts
- Excellent Relationship Management/Client Relations skills
- Proficient in time management, handling multiple projects, and meeting deadlines
- Highly motivated self-starter with critical thinking skills
- Team player who excels in building relationships both internally and externally
- Collaborate with General Agencies and Financial Representatives to
- Address policy issues and provide solutions
- Identify sales and planning opportunities
- Spend 80% of the day on the phone making outbound calls or responding to inbound calls
- Provide excellent support to clients and prospects
- Manage inbound service calls
- Work closely with General Agents, Financial Representatives, and team members to drive sales and serve clients
- Participate in Lead Generation activities
- Initiate proactive calls to clients and prospects
- Minimum of 3 years in life insurance sales and support
- Life and Health Licenses mandatory
- Solid knowledge of the insurance industry
- College Degree or equivalent work experience
- Strong analytical, verbal, and written communication skills with a focus on accountability
- Ability to work independently and collaboratively in a team
- Prior customer service experience
- Bethlehem, PA - Pittsfield, MA - Holmdel, NJ
- 2 days in the office and 3 days remote work
- Health Care
- Medical plans with prescription coverage
- Dental and vision plans
- Health care accounts
- Critical illness insurance
- Life and Disability Insurance
- Company-paid coverage with voluntary options
- Accident insurance
- Retirement and Financial
- 401(k) plan with company match
- Financial guidance services
- Time Off and Remote Work
- Flexible work arrangements
- Unlimited paid time off
- Additional time off for volunteering, personal needs, and family leave
- Emotional Well-being and Work-Life
- Resources for mental health and work/life balance
- Wellness programs and support for backup care
- Education assistance and commuter benefits
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Client Outreach Specialist - Bethlehem, United States - Guardian Life Insurance Company
Description
Join our team as a Client Outreach Specialist
As a Client Outreach Specialist, you will collaborate with Guardian General Agencies to boost referrals and enhance customer experience by proactively reaching out to existing clients. Additionally, you will engage in testing new strategies for client retention and lead generation.
Responsibilities:
Requirements:
About Us:
Guardian offers a supportive and flexible environment to help you achieve your professional and personal objectives. We provide opportunities for skill development, leadership growth, and involvement in philanthropic activities to foster community building and career advancement while working alongside a diverse team with high ethical standards.
Location:
Salary Range:
$0.00 - $0.00
Salaries are estimated based on education, experience, and skills. Additional incentives such as annual bonuses may apply.
Benefits:
Equal Employment Opportunity:
Guardian practices equal opportunity employment, considering all applicants without discrimination based on various factors.
Accommodations:
Guardian is dedicated to providing access and reasonable accommodations for individuals with disabilities throughout employment processes and activities.
