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Customer Service Representative- Remote- Full-Time

Remote, USA Full-time Posted 2025-05-22

The Position

The Client Service Representative will be focused primarily on our Life products and should have a friendly, patient, and kind phone manner, as we work one-on-one with customers to explain the features of the Life insurance we offer. There is no cold calling; this is not a call center.

    Primary Responsibility
  • Handling phone and email inquiries from current and prospective customers
    Other Responsibilities
  • Preparing well-written responses to customers
  • Processing insurance quotes, coordinating underwriting, and assembling insurance certificates digitally
  • Additional activities to support our efforts to help customers become insured and remain insured

Requirements

    The Requirements:
  • Be computer savvy and proficient in Microsoft Office (especially Word, Excel, and Outlook)
  • Possesses excellent communication and listening skills with a strong attention to detail
  • Able to multitask with a willingness to adapt to internal operational processes and systems
  • Prior client service experience and/or insurance license is a big plus
  • All applicants MUST be based in the US

Benefits

The Benefits:

    We provide:
  • Competitive pay + 3 weeks paid vacation + plus paid holidays
  • Generous 401K package (once eligible)
  • Group life and disability insurance (fully subsidized)
  • Group health insurance (partially subsidized)
  • Optional dental, vision, accident, and critical illness (employee paid)
  • Section 125 plan
  • Commuter plan
    The Next Steps
  • Submit your resume and include a customized cover letter, including an expected salary range. Submissions lacking the requested information will not be prioritized.
  • Candidates of interest to Meyer and Associates will be contacted with additional information about the position and for a preliminary phone interview. Some candidates may then be invited for a virtual interview.

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