- A strong communicator who can break down complex concepts into simple language
- Excellent Relationship Management/Client Relations skills
- Demonstrate abilities in time management, including managing multiple projects and meeting strict deadlines
- Highly energized, motivated self-starter with critical thinking skills
- Team Player with ability to build relationships and effectively interact both internally and externally
- Partner with General Agencies and Financial Representatives to
- Uncover policy issues and provide problem resolution
- Identify potential sales and planning opportunities
- 80% of the day will be spend on the phone making outbound calls or answering inbound calls
- Deliver high level of support to clients and prospects
- Handle inbound service calls
- Collaborate with General Agents, Financial Representatives, and staff members to help drive sales and service clients
- Participate in Lead Generation efforts
- Proactively call clients and prospects
- 3+ years life insurance sales and support experience
- Life and Health Licenses required
- Strong insurance knowledge
- College Degree or relevant work experience
- Excellent analytical, verbal, and written communication skills, with strong sense of accountability
- Must be able to work independently and as part of a team
- Customer service experience required
- Bethlehem, PA - Pittsfield, MA - Holmdel, NJ
- 2 day in office and 3 days work from home
- Choice of [high deductible/copay] medical plans* with prescription drugs, including coverage for fertility and transgender inclusive benefits
- Dental plan
- Vision plan
- Health care accounts - flexible spending, health reimbursement, and health savings accounts
- Critical illness insurance
- Company-paid Life and Disability insurance plus voluntary supplemental coverage
- Accident insurance
- 401(k) retirement plan with a company match, plus an annual age/service-based Company contribution and an annual profit-sharing contribution, if applicable
- Complimentary 1:1 financial guidance with a licensed Fidelity representative
- Flexible work arrangements (part in-person/part remote)
- Unlimited paid time off for most roles plus time off for volunteering, jury duty, voting, and bereavement
- Personal holidays for colleagues to use in recognition of religious, cultural, or civic days
- Paid parental leave and paid family and medical leave policies
- Emotional well-being, mental health, and work/life resources powered by Spring Health
- Wellness programs, including fitness program and equipment reimbursement
- Child, adult, and elder back-up care support through Bright Horizons
- Adoption assistance
- College planning
- Tuition reimbursement
- Student loan assistance
- Commuter benefits in select metropolitan areas
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Client Outreach Specialist - Bethlehem, United States - Guardian Life Insurance Company
Description
As a Client Outreach Specialist, you will partner with Guardian General Agencies to help drive referrals and enhance the customer experience through proactive outreach to existing clients. You will also work to test new client retention and lead generation efforts.
You are
$0.00 - $0.00
The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.
Our Promise
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
Inspire Well-Being
As part of Guardian's Purpose - to inspire well-being - we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues.
Health Care
Equal Employment Opportunity
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Accommodations
Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact
