Job Description

Join Our Dynamic Team!

At The Family Security Plan, our focus is on the employee and their growth. From your first day with us, you'll be joining a company that values everyone's opinion, rewards and recognizes exemplary work, and prioritizes diversity, equity, and inclusion. You will be part of a culture that cares about you and also loves to have fun! We make a difference in people's lives every day.

What's in it for you?

• $17.00 hourly base, onboarding incentive up to $1000, and monthly incentive where you can earn up to $500!
• An extensive total rewards package - 401K and matching, medical, dental, and vision insurance, extensive PTO, as well as a volunteer day (VTO) annually to give back to the community!

What experience/skills contribute to a successful Customer Connect Specialist?

• Previous experience in a Call Center environment - preferred
• High School diploma or equivalent - required
• Strong organizational skills
• Excellent verbal and written communication skills
• Sense of urgency
• Excellent and professional verbal and written communication skills.
• Prior customer service experience preferred.
• Excellent customer service, interpersonal, computer, telephone and email skills
• Ability to multi-task various campaigns.
• Ability to be adaptable and flexible.
• Skilled in working in a high-pressure team-environment.
• Database experience preferred.
• Ability to train on CRM system.
• Exhibit interpersonal savvy with customers.
• Ability to navigate computer and phone system efficiently and effectively while simultaneously addressing the needs and concerns of the member.
• Self-Motivated and driven for results.

What to expect in this role:

The Customer Connect Specialist is a lead generating position for various sales channels. This position involves contacting active and non-active credit union members for review and/or updates of their insurance policies. This position requires extensive research on existing member lists and proper documentation.

Make 170+ outbound calls a day to members and meet daily benchmark of 15+ transferred calls per day. Interpret and research information in database. Receive inbound calls professionally and triage to appropriate sales channels.

If you are self-motivated and care about people, apply now!

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