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Life Insurance / Customer service
Life Insurance / Customer serviceRivCo Wealth Management • houston, TX, US
Life Insurance / Customer service

Life Insurance / Customer service

RivCo Wealth Management • houston, TX, US
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Benefits :

  • Work From Home
  • Free Licencing Program
  • Apply NOW
  • Flexible schedule
  • Opportunity for advancement
  • Training & development
  • Tuition assistance

About the Role :

Join RivCo Wealth Management as a Life Insurance / Customer Service Representative, where you'll play a crucial role in helping clients secure their financial futures. We are looking for passionate individuals who thrive in a dynamic environment and are dedicated to providing exceptional service.

Responsibilities :

  • Provide expert guidance on life insurance products and services to clients.
  • Assist clients with inquiries, policy updates, and claims processing.
  • Build and maintain strong client relationships through effective communication.
  • Educate clients on policy features, benefits, and coverage options.
  • Collaborate with the sales team to identify client needs and recommend suitable solutions.
  • Ensure compliance with industry regulations and company policies.
  • Maintain accurate records and documentation of client interactions.
  • Stay updated on industry trends and product knowledge to enhance client service.
  • Requirements :

  • High school diploma or equivalent; Bachelor's degree preferred.
  • 1-3 years of experience in customer service or insurance industry.
  • Active Life Insurance license in Texas is required.
  • Strong interpersonal and communication skills.
  • Detail-oriented with excellent organizational abilities.
  • Proficient in CRM software and Microsoft Office Suite.
  • Ability to work independently and as part of a team.
  • Positive attitude and a commitment to client satisfaction.
  • About Us :

    RivCo Wealth Management has been serving the Houston community for over a decade, providing tailored financial solutions to help clients achieve their goals. Our commitment to integrity and excellence has earned us a loyal client base, and our team members enjoy a supportive and collaborative work environment that fosters professional growth.

    This is a remote position.

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    Insurance Customer Service • houston, TX, US

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