Legacy Family Life, LLC is an industry-leading provider of final expense life insurance and specializes in helping seniors find the most affordable life insurance products from only A rated or better carriers. Our vision is to fundamentally change the insurance industry by setting a new standard for agent and customer satisfaction. We will know we are successful when every insurance agent can provide abundantly for their family, have time to enjoy their lives, and consistently provide life-changing service to their clients.

ROLE:

As a Customer Care Representative with Legacy Family Life, your primary role is to enhance client satisfaction and retention through exceptional service and support. You are the frontline of our customer experience, embodying our commitment to empathy, professionalism, and effective communication. Your responsibilities extend beyond traditional customer service; you are tasked with ensuring our clients feel valued, understood, and confident in our products and services.

WE PROVIDE:

-Comprehensive Training: Ongoing education in final expense life insurance products and customer service best practices.

-Supportive Tools: Access to our customized Legacy CRM for efficient client management and communication.

-Collaborative Environment: A team-oriented atmosphere where feedback and ideas are valued to enhance client satisfaction.

-Work-Life Balance: Standard weekday hours with no weekend obligations, promoting a healthy work-life balance.

-Career Advancement: Opportunities for growth within the company, recognizing and rewarding your contributions to our team's success.

-Competitive Compensation: A rewarding salary package with potential bonuses based on performance and client satisfaction metrics.

RESPONSIBILITIES:

-Client Relationship Management: Build and maintain positive relationships with clients, ensuring their needs and concerns are addressed promptly and effectively.

-Client Support: Provide timely and accurate assistance to client inquiries, resolving issues and escalating complex cases as necessary.

-Data Integrity: Keep client records up-to-date in our Legacy CRM, ensuring all interactions are logged and information is current.

-Client Education: Inform clients about policy details, updates, and any relevant information that enhances their understanding and satisfaction with our services.

-Feedback Loop: Collect and report client feedback to the management team, identifying opportunities for service improvement.

-Policy Management: Assist clients with policy changes, updates, and renewals, ensuring a seamless experience.

RESULTS:

-High Client Satisfaction: Achieve and maintain high levels of client satisfaction through excellent service and support.

-Efficient Issue Resolution: Ensure client issues are resolved promptly, with a focus on first-call resolution where possible. Ability to answer 90% of Incoming Calls and provide prompt messaging to clients within 5 minutes.

-Accurate Client Records: Maintain comprehensive and up-to-date client records within the Legacy CRM; providing documentation and notes of all client interactions.

-Positive Client Retention Rates: Contribute to retaining clients through proactive service and engagement and helping maintain a client retention of 80% or higher.

-Continuous Improvement: Actively participate in training and development opportunities to enhance your skills and knowledge.

REQUIREMENTS

-Customer Service Experience: Proven track record in a customer service role, preferably in the insurance or financial services industry. (2+ Years)

-Communication Skills: Exceptional verbal and written communication skills, with the ability to convey information clearly and empathetically.

-Problem-Solving: Strong problem-solving skills, with a focus on providing practical and timely solutions to client issues.

-Technical Proficiency: Comfortable using CRM systems and other technology platforms to manage client interactions and data.

-Adaptability: Ability to adapt to new information, processes, and changing client needs.

-Attention to Detail: Meticulous attention to detail, ensuring accuracy in client records and communications.

-Team Player: Collaborative mindset, with a willingness to support team members and contribute to a positive work environment.

-High Speed Computer + High Speed Internet Access

Join Our Team

If you are passionate about delivering exceptional customer service and want to make a meaningful impact in the lives of seniors, we encourage you to apply for the Customer Care Representative position at Legacy Family Life, LLC. Together, we can achieve our vision of transforming the insurance industry through unparalleled customer and agent satisfaction.

Legacy Family Life, LLC is an equal opportunity employer, committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.