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.

Handle inbound cancellation calls and outbound lapse-recovery contacts to retain life insurance policyholders. Assess situations, recommend solutions, document interactions, maintain product knowledge, adapt communication bilingually (English/Spanish), and meet call center KPIs for retention, quality, and attendance in a remote environment.