Operations Associate - Client Support

Company Description:

Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we’re in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida.  For more information, please visit www.aspida.com or follow them on LinkedIn.  

Who We Are:

Sometimes, a group of people come together and create something amazing. They don’t let egos get in the way. They don’t settle for the status quo, and they don’t complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That’s the culture, the moxie, and the story of Aspida.

Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that’s why we’re doing things differently than everyone else in our industry. We’re dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers.

What We Are Looking For:

Individuals in this role are responsible for the client experience and their satisfaction with our organization. The ideal candidate must be energetic, positive, and motivated to provide an exceptional client experience on every single contact. The right person for this role has strong organization skills and capacity to learn and repeat product specifics and business rules in a way that clients will understand. Individuals must have strong communication skills and a spirited personality with the ability to work with and adjust to all other personality types. Successful CSRs will handle a client’s spoken and unspoken needs in a fast-efficient manner and find satisfaction in working as a team to create the highest level of customer satisfaction in the industry. This role is required to be onsite 3 days a week at our Durham, NC headquarters.

What You Will Do:

• Manage all correspondence with clients pertaining to service and claims needs. Always communicate with clients respectively and professionally. Communication channels include phone, email, chat, and text.
• Respond quickly and effectively when a need is presented from a client. Handle all requests to completion only involving other departments or manager when necessary or with escalated issues. Follow up on issues until resolution.
• Process service requests for contract withdrawals, surrenders, ownership & beneficiary changes.
• Explain contract benefits and provide wide-ranging information regarding company products and contract transactions.
• Strive to improve client relationships with every contact and work to conserve contracts when client is considering other carriers.
• Maintain detailed knowledge of all products and current knowledge of all Customer Support procedures including business rules.
• Provide technical assistance to clients in accessing and maneuvering within the Aspida client portal.
• Support teammates and leadership as needed to ensure highest quality service is always provided.
• Be an agent of change promoting our digital platforms both internally and externally.
• Maintain open lines of communication with management regarding developments within areas of assigned responsibilities and perform special projects as requested.

What We Provide:

• Hourly, DOE
• Long-Term Incentive Plan
• Full-Time
• Full Benefits Package Available

What We Believe:

At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items.

 What We Require:

• Must have NC Life License – will allow 90 days to obtain.
• Must have minimum of 1-3 years applicable experience.
• Clear and concise written and verbal communication skills.
• Must pass call center simulation testing – demonstrate ability to use computer, listen, and multitask.
• Ability to thrive in a team environment and maintain positive energy in the face of adversity.
• Intermediate PC skills including all Microsoft Office Software.
• Must adhere to schedule requirements demonstrating dependability and reliability.