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Bilingual Customer Activation Representative

Remote · USA Full-time New today

CNO Financial Group is hiring a Bilingual Customer Activation Representative who provides support in both customer activation and concierge services in English and Spanish. The role involves resolving application items, collecting premiums, and educating customers on policy benefits while ensuring compliance and driving customer satisfaction.

Responsibilities

  • Communicating with partners (agents, administrative staff, and leadership) to support policy inquiries, claims assistance, EFT corrections, and other service-related needs in both English and Spanish
  • Providing real-time bilingual support to Spanish-speaking partners, helping resolve questions and ensuring accurate, efficient handling of policy and claims-related requests
  • Communicating with customers to follow up and collect pending requirements, including initial and follow-up premium payments
  • Documenting all actions in the system and rescheduling calls as needed to accommodate customer availability
  • Making recommendations for process improvements to enhance service quality and efficiency
  • Consulting with internal departments (e.g., New Business, Underwriting, Customer Service) as needed to resolve customer issues
  • Participating in special projects and piloting programs in collaboration with team leadership
  • Analyzing vendor data, providing feedback, and conducting customer outreach based on findings
  • Supporting quality assurance team on call auditing as needed

Skills

  • Fluent in Spanish (speaking, reading, and writing)
  • Can interact with customers professionally
  • Good knowledge of insurance administration procedures and products
  • Good critical thinking abilities and can prioritize
  • Ability to handle multiple tasks and thrive in a fast-paced environment
  • Effectively communicate verbally and through written communication
  • Good interpersonal and organizational skills
  • Possess courteous phone etiquette
  • Education: High School Diploma or GED
  • Related Work Experience: minimum of 1-2 years experience in customer service-oriented work
  • Education: Associates Degree
  • Field of study: Business
  • Certifications/Licenses: Life & Health Insurance License
  • Related Work Experience: 3+ years experience in customer service-oriented work; insurance, financial services and/or call center experience

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) retirement plan with company match
  • Short-term & long-term disability insurance
  • Paid time-off and corporate holidays,
  • Paid parental leave
  • Company paid life insurance
  • Flexibility and encourages you to work where you’re most productive
  • Associates who live within a 60-mile radius of a corporate office (Carmel, Chicago, and Orlando) have access to come into that office.
  • Associates who live outside of a 60-mile radius of a corporate office (Carmel, Chicago, and Orlando) may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours.
  • All associates may be asked to travel to varying corporate offices periodically.
  • Reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Company Overview

  • Offers a full line of supplemental health and life insurance products, through a nationwide network of independent insurance agents. It is a sub-organization of CNO Financial Group. It was founded in 1911, and is headquartered in Willow Street, Pennsylvania, USA, with a workforce of 1001-5000 employees. Its website is http://www.washingtonnational.com/.
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