Customer Care Agent at Neilson Financial Services

At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.

Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors Choice.

We have evolved from our origins in the UK, where the business was launched in 2012, to become an award-winning international operation and leader in the global life insurance market. Today, we have offices in the USA, Canada, Ireland, and Australia in addition to our UK operations.

Why Choose Neilson FS?

• Fully Paid LLQP Licensing: We’ll cover your LLQP training and licensing fees. You’ll be equipped with all the tools you need to build a thriving career in life insurance sales.
• Comprehensive Classroom Training: Get prepared to hit the ground running with our industry-leading, classroom-based training. We set you up for success before you even make your first call.
• 1:1 Weekly Coaching: Your growth matters! Benefit from personalized, weekly coaching to develop your skills and advance in your role.
• Endless Growth Potential: Start here, but the sky’s the limit. With tons of development opportunities and a pathway to a long-term career, this role could be the start of something big.
  
  

We are seeking a Customer Care Agent who is enthusiastic about providing exceptional customer service and thrives in a target-driven environment. The ideal candidate should be an excellent communicator with a keen attention to detail and the ability to handle pressure well. While knowledge of Financial Services is advantageous, it is not mandatory.

Responsibilities

• Deliver outstanding service to customers by addressing inquiries and requests promptly and managing the delivery of customer correspondences with the agreed company framework, timescale and deadlines
• Maintain accurate client records and complying with regulatory requirements on all matters
• Assist customers in making tailored changes to their policies as per their needs
• Adhering to processes and procedures all service-related matters and escalating upwards as appropriate
• Contribute towards projects designed to improve the service offered by the business
• Handling the administration of organizational claims process
  
  

Qualifications

• Proven experience in a customer service role.
• Ability to manage stress and maintain performance in a target-driven environment.
• Exceptional communication and listening skills.
• High level of attention to detail.
• Prior knowledge or experience in Financial Services is a plus but not required.
  
  

If you are passionate about making a difference, you thrive in a fast paced and entrepreneurial environment and you want to be a part of a high performing team, we would love to hear from you!

Base Salary Range: $36,000 - $60,000

This posting is intended to fill an existing vacancy, with a headcount requirement of 6 positions.

Accessibility For Job Applicants

We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation.

Equal Opportunity Employer

Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture.

We use AI to assist with parts of our screening process and for interview note-taking. All hiring decisions are made by humans.