Provide expert advice and guidance to Customer Care Advisors on customer inquiries across all channels.
Resolve complex customer and agent issues, including managing escalations.
Lead, mentor, and coach a team of Customer Care Advisors, fostering a positive team culture.
Facilitate team meetings and communications.
Identify and implement process improvements to enhance efficiency and the overall customer experience.
Lead and contribute to department projects and initiatives.
Conduct quality assurance reviews, provide feedback, and generate reports.
Build and maintain relationships with vendors and enterprise partners.
Represent the team in meetings and act as a delegate for the CX Manager.
Monitor key operational processes, conduct business testing, and participate in audits.
Analyze team performance, identify trends, and provide feedback.
Support team performance management through regular reviews and feedback.
Requirements
6+ years of experience in a customer service role.
Strong understanding of life insurance customer issues, operational processes, and relevant regulations.
Proficient with Customer Relationship Management (CRM) systems.
Experience in a highly-regulated industry is preferred.
A valid life insurance license is required.
Leadership: Ability to guide a team by leading department initiatives, making decisions, and managing performance.
Customer-Centric: A strong focus on customer needs, with a deep understanding of our products and services.
Communication: Excellent written and verbal communication skills, including the ability to provide clear and effective coaching and feedback.
Problem-Solving: Ability to perform research and analysis on complex items and develop solutions.
Adaptability: Comfortable working in a fast-paced environment with ambiguity and changing priorities.
Collaboration: Strong teamwork and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and external partners.
Benefits
Competitive salary and equity based on role
Policies and managers that support work/life balance, like our flexible paid time off and parental leave programs
100% paid-premium option for medical, dental, and vision insurance
Lifestyle stipend to support your physical, emotional, and financial wellbeing
Flexible work-from-home policy and open to remote
Remote and WFH options, as well as a beautiful, state-of-the-art office in Dallas’ Deep Ellum, for those who prefer an office setting
Employee-led diversity, equity, and inclusion initiatives
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.