Happy Money is hiring an Associate I for our Placement Team to guide clients through purchasing life insurance policies. In this role, you will deliver exceptional customer service support after the initial intake, ensuring a smooth experience through to policy activation by collaborating closely with Case Management and Quality Assurance.
What You'll Do
- Become a licensed expert in life insurance products through hands-on training and cross-functional collaboration.
- Ensure a transparent customer experience by providing regular updates via phone, email, and SMS.
- Maintain consistent availability at or above predetermined goals for incoming and outgoing calls.
- Retain customers in danger of withdrawing from the process and follow up on all outstanding requirements.
- Navigate insurance carrier websites and our proprietary CRM system, mastering workflows and proactively troubleshooting.
- Address customer questions regarding underwriting, decision review, policy delivery, and in-force servicing.
- Deliver clear and empathetic communication regarding adverse underwriting decisions, offering alternative options.
- Collaborate seamlessly with internal teams and document detailed notes to ensure smooth handoffs.
What We're Looking For
- At least 2 years of client-facing experience in call center customer service and/or retention sales.
- Willingness to obtain a Life/Health insurance license.
- A customer-centered mindset motivated by solving problems for customers and your team.
- Strong communication and effective listening skills with an attention to detail, especially when handling escalated clients.
- Skilled in multitasking and quickly switching between calls, tasks, and systems.
- Eagerness to support the full sales lifecycle, including administering health questionnaires and leveraging consultative upselling techniques.
- Ability to provide and receive actionable feedback to drive efficiency and a best-in-class customer experience.
- Honesty and integrity – you can be trusted to do the right thing for customers and for the team.
- A teamwork mindset – you take ownership of your work and your team's success.
- The desire to learn and grow professionally and contribute to the success and culture of the company.
Technical Stack
- Five9
- Slack
- Zoom
- CRM
Benefits & Compensation
- Compensation range: $45,000 - $50,000
- Health/dental insurance
- Parental leave
- 401(k)
- Incentive/bonus opportunity
- Tuition reimbursement
Work Mode
This is a remote position open to candidates located anywhere in the USA.
We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.
