Customer Experience Advocate
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Protective
NE
Summary
The Customer Experience Advocate communicates with policyholders via phone, email, and chat to resolve inquiries and provide accurate product information. They are responsible for documenting requests, educating customers on self-service tools, and meeting performance goals within a fast-paced environment.
Job Description
At Protective Life, our Customer Experience Advocate Team (CXAT) plays a vital role in delivering exceptional service and support for our policyholders and partners. As a Customer Experience Advocate, you will be the trusted resource for handling inquiries that require in-depth product knowledge and precision. This position calls for strong communication skills, attention to detail, and the ability to multitask in a fast-paced environment. You’ll interpret customer needs, provide accurate resolutions, and exercise sound judgment while managing sensitive information--all while contributing to our mission of creating a positive, professional experience for every customer interaction.
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Job Responsibilities:
- Communicate with customers via phone, email, and chat, using multiple software tools to navigate policy details, research products, and deliver effective solutions in a fast-paced environment.
- Accurately document and resolve customer requests for account information and updates while educating customers on digital tools for future self-service.
- Consistently meet or exceed established call center, team, and individual performance goals.
- Identify and escalate trends or opportunities to improve the overall customer experience across multiple interactions.
- Other duties as assigned.
Skills & Abilities:
- Communication & Interpersonal Skills: Excellent written and verbal communication, active listening, adaptability to customer needs, and ability to manage conversations confidently.
- Customer Focus: Committed to delivering exceptional experiences, empathizing with customers, and advocating for process improvements to reduce effort.
- Technical Proficiency: Skilled in navigating multiple computer systems, learning new programs quickly, and adapting to technology changes in fast-paced environments.
- Problem-Solving & Organization: Strong decision-making, time management, and detail orientation; proactive in identifying and resolving issues to enhance customer satisfaction.
- Adaptability & Performance: Ability to meet department standards, work flexible shifts, and maintain focus under pressure while driving solutions and continuous improvement.
Experience:
- Customer Service Expertise: 2+ years of experience delivering exceptional service in fast-paced environments, with proven ability to resolve issues and maintain customer satisfaction.
- Industry Knowledge & Education: High school diploma required; prior experience in annuity, retirement, or finance industry preferred, supported by relevant training or certifications.
\n$41,600 - $45,000 a yearProtective’s targeted salary range for this position is $41,600 to $45,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees.\n
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Minimum internet performance standards may apply for this role.
We have been alerted to fraudulent career postings as well as outreach from fake recruiters on LinkedIn. Please be aware that Protective will never ask for banking information for equipment or email you from a domain outside of @protective.com. While we use channels like Indeed and LinkedIn to post authentic job postings, you can always validate the legitimacy of those postings by comparing them to those listed on our careers page (www.protective.com/careers). Report fake job postings on the Report Fraud page of our website: protective.com/report-fraud
Through its subsidiaries, Protective offers life insurance, annuity and asset protection solutions and is helping more than 14.4 million people protect what matters most. Protective’s more than 3,800 employees put people first and deliver on the company’s promises to customers, partners, colleagues and communities - because we’re all protectors. With a long-term focus, financial stability and commitment to doing the right thing, Protective Life Corporation, a subsidiary of Dai-ichi Life Holdings, Inc.(TSE:8750), has $118 billion in assets, as of Dec. 31, 2023. Protective is headquartered in Birmingham, Alabama, and supported by a robust virtual workforce and core sites in the greater Cincinnati area and St. Louis. For more information about Protective, visit www.protective.com.
Company size
1,001-5,000 employees
Industry
Insurance
Org type
Privately Held
Headquarters
Birmingham, Alabama
We have been alerted to fraudulent career postings as well as outreach from fake recruiters on LinkedIn. Please be aware that Protective will never ask for banking information for equipment or email you from a domain outside of @protective.com. While we use channels like Indeed and LinkedIn to post authentic job postings, you can always validate the legitimacy of those postings by comparing them to those listed on our careers page (www.protective.com/careers). Report fake job postings on the Report Fraud page of our website: protective.com/report-fraud
Through its subsidiaries, Protective offers life insurance, annuity and asset protection solutions and is helping more than 14.4 million people protect what matters most. Protective’s more than 3,800 employees put people first and deliver on the company’s promises to customers, partners, colleagues and communities - because we’re all protectors. With a long-term focus, financial stability and commitment to doing the right thing, Protective Life Corporation, a subsidiary of Dai-ichi Life Holdings, Inc.(TSE:8750), has $118 billion in assets, as of Dec. 31, 2023. Protective is headquartered in Birmingham, Alabama, and supported by a robust virtual workforce and core sites in the greater Cincinnati area and St. Louis. For more information about Protective, visit www.protective.com.
Company size
1,001-5,000 employees
Industry
Insurance
Org type
Privately Held
Headquarters
Birmingham, Alabama