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Insurance • Financial Services
Conduct outbound and inbound calls to welcome new policyholders, verify policy information, collect initial premiums, explain benefits, and warm internet-generated leads for the sales team. The role also handles paperwork, correspondence, policy-service corrections, customer activity records, and special outbound campaigns. Success requires strong phone and customer-service skills, accurate CRM and payment handling, confidentiality, organization, mathematical ability, and calm decision-making in a remote environment.
Insurance • Financial Services
Handle calls and emails from agency offices, accounts, and policyholders. Explain billing statements, assist users with the online billing system, research account issues, resolve complex billing questions, and support business owners and bookkeepers with invoices. Provide timely, high-quality customer service, manage stressful interactions, participate in phone rotation, and work independently in a remote environment.
Insurance • Financial Services
Supports the Privacy Architecture Program by maintaining privacy policies and controls, conducting privacy and compliance risk assessments, monitoring regulatory compliance, performing data privacy impact assessments and consent management audits, and supporting incident investigations and program audits. Provides privacy guidance to business partners, researches changing laws and standards, maintains privacy documentation, and helps implement Privacy Enhancing Technologies while coordinating cross-functional compliance activities.
