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Western & Southern Financial Group

Customer Service Advocate

Western & Southern Financial Group

Customer Service Advocate at Gerber Life Insurance providing exceptional service to existing customers through inbound and outbound calls. Engaging in consultative conversations using the Gerber Life Insurance sales process.

Posted 6/2/2026full-timeRemote • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact
  • 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.

Requirements

What you’ll need
  • High School Diploma Or GED. - Required
  • 1-2 years Customer Service experience. - Required
  • Proven ability to be a Customer Service Advocate with the ability to discuss information in a customer-friendly manner.
  • Proven strong and accurate business English, verbal and written communication skills (grammar and spelling).
  • Proven excellent listening skills.
  • Proven ability to multitask.
  • Must be licensed in Life and Health Insurance License in home state upon hire

Benefits

Comp & perks
  • Work in a remote office setting
  • Professional development opportunities
  • Health and wellness programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
customer servicebilling issue resolutioninsurance application processingpolicy change requestsmultitasking
Soft Skills
customer service advocacyverbal communicationwritten communicationlistening skills
Certifications
Life and Health Insurance License