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Customer Experience - Escalation Resource Center Specialist

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.


As an Escalation Specialist in our Resource Center, you will be responsible for providing basic transactional support to callers, including answering policy questions, updating personal information, and transferring callers to SME representatives for complex matters. This role requires strong communication skills, attention to detail, and the ability to multitask effectively. You will exercise sound judgment in an environment involving sensitive customer information.


Key Responsibilities
  • Handling Customer Inquiries: Engage with customers over the phone, gather and verify sensitive information, and process requests efficiently. Identify and service customer needs, including initiating, completing, and following up on requests.
  • Providing Support: Utilize your knowledge of our products to answer policy questions and update personal information. Transfer callers to specialists for more complex inquiries.
  • Ensuring Compliance: Stay up-to-date with industry regulations and complete necessary compliance testing to ensure all interactions meet regulatory standards.
  • Supporting Team Initiatives: Identify opportunities to enhance the customer experience based on trends observed across multiple interactions. Participate in team initiatives and contribute to a positive virtual work environment.
  • Continuous Improvement: Identify systemic issues that impact the customer experience and escalate appropriately. Work within specialized skill groups and manage email queues.


Skills/Attributes Required:
  • Customer Focus: Strong focus on customer experience, with the ability to understand and address customer needs.
  • Communication Skills: Excellent written and verbal communication skills, with the ability to adapt to different customer interactions.
  • Technical Skills: Proficiency with multiple computer systems and the ability to learn new programs quickly.
  • Problem-Solving: Effective decision-making and time management skills, with a proactive approach to resolving issues.
  • Multitasking: Ability to multitask using both verbal and technical skills while on the phone.
  • Attention to Detail: Must demonstrate a high level of attention to detail and accuracy in all tasks.


Minimum Qualifications:
  • Experience: Minimum 2 years of customer service experience required. 1 year of experience in the financial services or insurance field. 1 year of inbound call center experience highly preferred.
  • Education: High school diploma or equivalent required.
  • Technical Proficiency: Windows PC experience, with a working knowledge of Microsoft Office required.
  • Flexibility: Ability to meet minimum department standards within a specified period of time. Flexibility to work any shift within the contact center, within the Central timezone.


Additional Requirements:
  • Remote Work: Must have a quiet, dedicated workspace and reliable high-speed internet connection.
  • Availability: Must be available to work any shift within the contact center's hours of operation (Monday-Friday, 7:30am – 5:00pm CDT).


$42,000 - $45,000 a year
Protective’s targeted salary range for this position is $42,000 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.

Employee Benefits:  

We aim to protect our employees' wellbeing through a broad benefits offering. For example, we protect physical wellbeing through health, dental and vision insurance. We protect mental wellbeing through mental health benefits and an employee assistance program. We protect time away from work with a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). We protect financial wellbeing through contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.  

 

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.


Diversity and Inclusion:

At Protective, we are committed to providing an inclusive culture where all employees are able to fully contribute and thrive. Our goal is to grow and develop our people, attract diverse talent and support strong, diverse communities.


We support diversity, equity, and inclusion by working to develop a culture of inclusion and belonging led by leaders who develop potential and embrace all skills and abilities. Our aim is to create an equitable environment for all leaders and employees that will drive performance and impact business strategy. In this way, we can increase overall diversity for leadership roles and pipelines of talent by maturing our hiring practices, robust development opportunities and focus on retention of key talent.


We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing the talents of a diverse and inclusive workforce.


Accommodations for Applicants with a Disability:

If you require an accommodation to complete the application and recruitment process due to a disability, please email martina.winston@protective.com.This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation.  General employment questions should not be sent through this process.

Average salary estimate

$43500 / YEARLY (est.)
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$42000K
$45000K

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What You Should Know About Customer Experience - Escalation Resource Center Specialist, Protective

Join Protective as a Customer Experience - Escalation Resource Center Specialist and make a meaningful difference in the lives of others. This is an exciting opportunity to work from home and help our customers navigate life's uncertainties by providing them with the protection they need. In this role, you'll be the friendly voice on the other end of the line, answering policy questions, updating personal information, and ensuring that our clients feel valued and understood. You'll engage with callers, identify their needs, and seamlessly hand off to specialists when required to tackle more complex issues. Communication is key in this position, so if you've got a knack for conveying information clearly and empathetically, you'll thrive here. You'll also need to stay sharp with compliance standards and be proactive in recognizing opportunities to enhance the customer experience. Enjoy the flexibility of remote work while being part of a supportive team that values your contributions. With a strong background in customer service—especially in the financial services or insurance industries—you'll have the skills needed to succeed. If you're passionate about customer service and ready to take on an exciting new challenge in a virtual environment, we would love for you to apply and be a part of our team!

Frequently Asked Questions (FAQs) for Customer Experience - Escalation Resource Center Specialist Role at Protective
What are the responsibilities of a Customer Experience - Escalation Resource Center Specialist at Protective?

As a Customer Experience - Escalation Resource Center Specialist at Protective, your main responsibilities include managing customer inquiries, providing transactional support, answering policy questions, and ensuring compliance with industry regulations. You'll need to engage effectively with customers over the phone, gather and verify information, and transfer more complex inquiries to specialists. Your role will also involve identifying trends in customer interactions to enhance the overall experience.

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What qualifications are needed for the Customer Experience - Escalation Resource Center Specialist position at Protective?

To become a Customer Experience - Escalation Resource Center Specialist at Protective, candidates should have at least 2 years of customer service experience, preferably including 1 year in a call center or in the financial services or insurance sector. A high school diploma or equivalent is required, along with proficiency in Windows PC and Microsoft Office. Strong communication skills and attention to detail are essential attributes.

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How does the remote work model work for the Customer Experience - Escalation Resource Center Specialist role at Protective?

Protective offers a flexible remote work model for the Customer Experience - Escalation Resource Center Specialist role. Candidates must have a quiet workspace and reliable high-speed internet connection. The position requires availability to work shifts within the Central timezone during business hours. This setup allows you to contribute effectively from the comfort of your home.

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What skills are essential for success as a Customer Experience - Escalation Resource Center Specialist at Protective?

Key skills for success in the Customer Experience - Escalation Resource Center Specialist role at Protective include strong communication abilities, a customer-focused mindset, and proficient multitasking capabilities. You'll also need to demonstrate sound judgment, attention to detail, and excellent problem-solving skills to handle customer inquiries effectively and efficiently.

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What employee benefits does Protective offer for the Customer Experience - Escalation Resource Center Specialist role?

Protective offers comprehensive benefits for the Customer Experience - Escalation Resource Center Specialist role, including health, dental, and vision insurance, mental health benefits, a 401(k) plan with company matching, and generous paid time off. Additionally, the company values employee well-being and offers various rewards through the ProHealth Rewards program that promotes health and wellness.

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Common Interview Questions for Customer Experience - Escalation Resource Center Specialist
How do you prioritize tasks as a Customer Experience - Escalation Resource Center Specialist?

When prioritizing tasks as a Customer Experience - Escalation Resource Center Specialist, I first assess the urgency and impact of each request. I focus on high-volume customer inquiries that require immediate attention while ensuring compliance with company protocols and guidelines. Effective multitasking and time management techniques are crucial in maintaining a smooth workflow.

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Can you describe a challenging customer interaction and how you resolved it?

In a previous role, I faced a challenging situation with a frustrated customer who was unhappy with their policy changes. I listened actively, empathized with their concerns, and provided clear explanations about the changes. By ensuring I addressed all their questions and transferring them to a specialist for further assistance, I was able to turn a negative experience into a positive one.

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What steps do you take to stay up-to-date with compliance regulations?

To stay compliant, I regularly participate in training sessions and review policy updates provided by the company. I also make it a habit to consult relevant industry resources and forums to understand any regulatory changes that could affect my role as a Customer Experience - Escalation Resource Center Specialist.

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How do you handle a situation where you do not know the answer to a customer's question?

If I encounter a question I can't answer immediately, I calmly inform the customer that I need to look up the information. I ensure them that I value their time and follow up promptly, either through direct contact or by transferring them to a subject matter expert who can assist.

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Describe your experience with customer service in the financial services or insurance industry.

I have spent over two years in customer service roles within the financial services industry, where I've developed a deep understanding of policy details, compliance regulations, and customer needs. This experience has equipped me with the skills necessary to handle inquiries confidently and efficiently.

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How do you ensure attention to detail in your work as an Escalation Resource Center Specialist?

Attention to detail is critical in this role. I make it a point to double-check each customer’s information and review the specifics of their inquiries before providing a response. I also utilize checklists and templates that help ensure I don’t miss any necessary steps when processing requests.

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What motivates you to deliver excellent customer service?

I am motivated by the genuine appreciation I receive from customers when I help them resolve their issues. Knowing that my support contributes to their peace of mind encourages me to go above and beyond in delivering exceptional service.

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How do you adapt your communication style when dealing with diverse customers?

Adapting my communication style is vital when dealing with diverse customers. I assess their responses and tone to determine the best approach—whether it requires a more formal tone or a friendly, conversational style. I focus on building rapport and ensuring clarity for effective understanding.

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Why do you want to work as a Customer Experience - Escalation Resource Center Specialist at Protective?

I am drawn to the role at Protective because of your commitment to protecting customers and improving their experiences. I admire the company's focus on employee well-being and diversity, which aligns with my values. I believe my background in customer service in the financial sector prepares me to contribute meaningfully.

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What strategies do you use to manage stress and maintain productivity?

To manage stress, I practice effective time management by prioritizing tasks and setting realistic deadlines. I ensure to take short breaks to decompress and maintain focus. By staying organized and being proactive in resolving issues, I can stay productive even in high-pressure situations.

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Founded in 1907, Protective Life is a financial service holding company that specializes in full life insurance. Protective Life is located in Alabama.

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Full-time, remote
DATE POSTED
March 12, 2025

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