Western & Southern Financial Group

Customer Support

• Responds to customer inquiries via inbound service and sales telephone interactions to address a variety of customer inquiries which include, but are not limited to, processing payments, resolving billing issues, policy changes requests and completing new insurance applications.
• Obtains and maintains multi-state licenses while employed in this position: Must pass state insurance agent licensing within approximately three weeks of hire.
• Performs other duties as assigned. Complies with all policies and standards.

Customer Service Advocate

Account Executive

• The licensed sales representative will sell Gerber Life products directly to consumers from various lead sources, including direct response television ads (DRTV), direct mail, internet, partnership marketing and existing Gerber Life customers.
• The sales representative is responsible for serving our customers at the highest level, based on the needs of the customer, which may include various types of sales and service functions, since a portion of our marketing efforts drive service calls into the Contact Center.
• This position is fast-paced and demands sharp sales skills and product knowledge in order to identify and sell to address the needs of our customers and to provide excellent customer service.
• Sales representatives will identify customer needs and the value of our products through great conversations.
• Sales representatives are expected to make recommendations that address the customer’s needs, while also promoting business growth and goal achievement.
• The job responsibilities include: inbound and outbound sales and service call processing, completing new insurance applications by keying information into our electronic database, and selling policies to new prospects and existing customers by using a proven consultative sales approach.
• Sales representatives will be responsible for handling calls within the regulatory and compliance guidelines to ensure accuracy.
• Performs other duties as assigned. Complies with all policies and standards.

Customer Service Advocate

Insurance Sales Representative