Penn Mutual logo
Penn Mutual

Helping people get stronger is a pretty good business to be in.

Service Professional

ConsultantConsultantFull TimeRemoteSeniorTeam 1,001-5,000Since 1847H1B SponsorCompany SiteLinkedIn

Location

Worldwide

Posted

43 days ago

Salary

$48K - $52K / year

Seniority

Senior

No structured requirement data.

Job Description

Service Professional

Penn Mutual

Title: Service Professional Location: Remote - United States Full time Job Description: The Service Professional plays a vital role in deliveringTop-Tier Serviceto our clients, ensuring each interaction reflects Penn Mutual’s unwavering commitment to excellence. Our team members takeownershipof building meaningful relationships with every caller and embrace theaccountabilitythat comes with being a trusted voice of Penn Mutual to our policyholders, beneficiaries, and Financial Professionals. Those selected for this role will demonstrate a passion for best-in-class service, managing a variety of inbound calls withcareand professionalism. Responsibilities include actively listening to callers’ needs, resolving inquiries promptly and accurately, educating on policy details, and proactively identifying solutions that support both immediate and long-term goals. Every interaction should foster a seamless, thoughtful, and trusted customer experience. We have embraced a flexible approach to work as we are 100% remote.  This model allows you to balance your life and bring your whole self to work so that you can focus on providing top-tier service to our financial professionals and the account holders. Responsibilities. - Compassionate problem solver for our clients and policy beneficiaries. - Empathetically listen to clients’ concerns, provide emotional support during challenging situations, and offer solutions that meet their current and future needs. - Serve as a dedicated advocate for policyholders, understanding their unique needs and advocating on their behalf within the organization to ensure their concerns are addressed promptly and efficiently. - Demonstrate a commitment to continuous improvement by actively seeking feedback, participating in training programs, and implementing best practices in Customer Success. - Develop in-depth knowledge of Penn Mutual’s life and annuity products. - Manage a wide range of inbound client inquiries with professionalism and accuracy. - Investigate and follow up on basic or routine questions/issues to resolve concerns in an accurate and timely manner. - Accept ownership of the interaction and provide a high caliber of service and follow-through. - Interpret each request and navigate multiple administration systems as well as our workflow and imaging tools to gain and document needed information. - Process routine financial and non-financial transactions and document records with consistent quality, attention to detail, and according to department policies and procedures. - Recommend and facilitate process changes to continuously improve customer experience. - Meet or exceed individual and team performance goals and service metrics. - Escalate more complex issues as appropriate. - Responsible for adherence to the company’s framework of internal controls. - Work collaboratively and may participateon project teams as needed. - Ability to work a shift currently between the hours of 8am ET and 6pm ET, Monday through Friday. - Complies with all company and site policies and procedures. - Remains current in profession and industry trends. - Successfully completes regulatory and job training requirements. - Performs other duties as assigned. Skills and Abilities - A customer service attitude that demonstrates professionalism, confidence as wellas a friendly, supportive tone over the phone. - Ability to comprehend and articulate complex life insurance and/or annuity product information and business processes. - Execute requests with urgency, thoroughness, and professionalism. - Ability to navigate multiple systems and resources. - Excellent analytical and organizational skills with attention to detail. - Excellent communication skills, both verbal and written, . - Willingness and proven ability to work on multiple tasks and adapt to a changing work environment. - Excellent problem-solving skills – the ability to see beyond the request by the caller to determine what may be intended. - Willingness and ability to work under pressure and meet deadlines. - Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement. - Ability to work with others in a collaborative team environment. - Some roles may be specified to require proficiency in Spanish. Education - H.S. Diploma or Equivalent . - FINRA Series 6 license strongly preferred. - Bachelor's Degree or higher preferred. - Industry certifications such as LOMA preferred. Experience - 1-3 yearsof direct or related customer service experience with life insurance, annuities, or financial services . - Experience with life insurance/annuity products . - Experience with providing customer service in a contact center . - Solid working knowledge Microsoft Office products such as Excel, Word, and Outlook . - Experience with Five9s systems preferred. Base Salary Range: $48,000 - $52, 000 For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help instill the confidence and reliability that comes from a stronger financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive products and services to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. Penn Mutual is committed toEqual Employment Opportunity(EEO). We provide employment and advancement opportunities to all qualified applicants and associates, according to applicable laws. This is reflected in our practices for hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment, compensation, selection or training, and all other terms and conditions of employment. All employment-related decisions and practices are free from unlawful discrimination. This includes: race, creed, color, national origin, ancestry, citizenship age, gender (including pregnancy), sexual orientation, gender identity or expression, domestic partnership or civil union status, marital status, genetic information, disability, religious observance or practice, liability, veteran status or any other classification protected under applicable law.

Related Categories

Related Job Pages

More Consultant Jobs

360Learning logo

Learning Engagement Consultant

360Learning

360Learning is on a mission to help other businesses “achieve growth through impactful learning.” The company, as an employer, aims to foster a culture base

Consultant43 days ago
ContractRemoteTeam 400Since 2013

Role Description Our Learning Engagement Consultants (LECs) play a crucial role in enabling our clients to integrate Collaborative Learning into the DNA of their organizations. LECs guide clients in learning how to use the 360Learning platform to reshape the way corporate learning is created, distributed, and engaged with by learners. The LEC team consists of learning and development experts, who excel in consultative roles. The ideal candidate is passionate about organizations that view learning as a competitive advantage and want nothing more than to work with L&D leaders to help them strategize, craft, and deliver engaging and effective learning experiences. As a Learning Engagement Consultant, you will be part of the implementation team whose mission is to support customers as they launch their new collaborative learning platform. You will work with a portfolio of customers that requires you to execute a blended training approach, combining e-learning and live workshops, to help them understand and make the most of our powerful learning platform. Success in this role is measured by meeting key project timelines, customer satisfaction, and contributing to customer retention. Hear from your future coach: “Coaching the Learning Engagement Consultant team is incredibly fulfilling — I love seeing them partner with and guide clients as they deliver unique, transformative learning experiences for their organizations! I look for passionate, creative, and client-oriented team members. I'm all about supporting them with what they need to help clients shine. We are thrilled for a new LEC to join and bring fresh ideas and a love of learning to the team!” - Savannah Rollins Marshall, LinkedIn Profile Within 1 month, you will: - Become a Trello and Convexity expert through our onboarding process - Understand how our Professional Services and Customer Success Teams work together to make customers successful - Master our product and service offerings - Meet the global team through virtual coffee meets and happy hours - Host your first workshops with customers and get feedback from your peers - Define your quarterly priorities in relation to the Professional Services Team with your coach - Prepare your first complex workshop series with Enterprise customers - Participate in regular Discovery Meetings with Product Managers to identify the features that will impact your team's activity - Participate in pre-sales activities when large prospects need to experience first hand the type of support an LEC will provide - Create educational resources for new services delivered by LECs - Craft client-facing trainings and resources about new platform features and services Qualifications - Experience with creating or managing learning and development curriculum - You are recognized for your listening and teaching skills - You express your ideas in a clear and concise manner, both in writing and orally - You are proactive and prefer working in a strong results-oriented culture - You are curious and have a strong appetite for digital tools and processes - Bachelor's degree or equivalent - Enthusiasm for our culture explained here: Convexity Culture Requirements - Pay structure includes base salary, variable incentive pay, and company equity 📈 Benefits - Comprehensive medical, vision, and dental insurance starting your first full month 🏥 - RRSP/401k matching starting from day 1 🏦 - Generous parental leave 👶 - Professional development opportunities through our own platform 📚 - Unlimited days of annual PTO 🌴 - 5 days for sick leave 🤒 - 10 holidays 🗓 - Remote-first organization and promote flexible work hours 🏠 Diversity, Equity, and Inclusion - We have 6 active ERGs including Mental Health, Environmental/Sustainability, Women, Parents, LGBTQIA2S+, and Ethnic Diversity. Each group has at least one executive team member serving as a member of the group, bringing greater awareness to each group’s activities and providing a quick path to impact 🤝 Corporate Social Responsibility - Review our CSR Charter: CSR Charter 🌎🌏🌍 Culture - A framework that will help you make an impact - envision what's it like to join 360Learning through our Onboarding Journey: Onboarding Journey - Convexity Culture: Convexity Culture 🚀👩🏻‍💻🏆 Hiring Process - Phone Screen with our Talent Acquisition Manager - Discovery Interview with the Hiring Coach (LEC Coach) - Team Intros & Case Study with your Coach and a Team Member - Culture Interview with the Chief Revenue Officer or Chief Customer Officer - References & Offer! Company Description 360Learning enables companies to upskill from within by turning their experts into champions for employee, customer, and partner growth. With our LMS for collaborative learning, Learning & Development teams can accelerate upskilling with the help of internal experts instead of slow top-down training. 360Learning is the easiest way to onboard and upskill employees, train customer-facing teams, and enable customers and partners–all from one place. 360Learning powers the future of work at 1,700 organizations. Founded in 2013, 360Learning has raised $240 million with 400+ team members across North America and EMEA. Learning Includes Everyone. In concert with our culture, 360Learning believes learning includes everyone and that means embracing the strengths of diversity, connectedness, and inclusion. Through conscientious efforts, our global footprint celebrates cultures, perspectives, and experiences from all over the world to support our platform that is built for all regardless of race, ethnicity, gender identity or expression, sexual orientation, religion, age, neurodiversity, disability status, citizenship, veteran status or any other aspect which makes an individual unique or protected by laws and regulations in the locations where we operate. Thus, 360Learning is proud to be an equal opportunity workplace, and we commit to continue this throughout our processes for recruitment, compensation, benefits, performance, promotion, and all other conditions and terms of employment. We want to learn from and with you!

Worldwide
Job Closed
Excelerate logo

Basware Consultant

Excelerate

Go. Faster. Smarter.

Consultant43 days ago
Full TimeRemoteTeam 11-50H1B No Sponsor

• Implement and configure Basware P2P and e-invoicing modules • Gather business requirements and translate them into system solutions • Integrate Basware with ERP systems (e.g., SAP, Oracle) • Support testing, deployment, and user training • Troubleshoot issues and provide ongoing system support • Optimize workflows to improve efficiency and compliance

United Kingdom
Job Closed

Consultant

Government of Western Australia

The Government of Western Australia (WA Government) is the executive branch of the Australian state of Western Australia, headquartered in Perth, with more than 130 agencies and au

Consultant43 days ago

Title: Consultant Location: Padbury Australia Job Description: Consultant - Aboriginal Languages Branch: Quality Teaching Division: Professional Capability - Statewide Services Salary: Level 5, $105,167 - $114,938 per annum (pro-rata) (PSCA 2024) Work Type: Permanent - Full Time FTE: 1.0 Location: Padbury Closing Date: 2026-05-15 4:30 PM Attachments: - PUBLISHED JDF - Generic - Consultant, Aboriginal Languages - Professional Capability - PS L5 - Mar 2026.pdf This is a permanent full-time position commencing ASAP The branch sits within Statewide Services and contributes to the Department of Education's commitment to ensuring every student has access to high-quality teaching and leadership. It supports schools by providing targeted services, expert advice and system-level support, with a focus on improving student achievement-particularly for those schools and learners who need it most-while also informing broader strategy and policy development. Aligned to Professional Capability and the Teaching Quality and Innovation directorate, the branch plays a key role in strengthening teaching and learning excellence across the system. It builds workforce capability through the development and implementation of system-wide strategies, professional learning and innovative practices that enhance teaching quality, supporting improved outcomes for all students. The Role This role supports the development and delivery of Aboriginal language programs in schools by contributing to policies, procedures and strategies aligned with curriculum requirements. It provides specialist advice, guidance and professional support to schools, regional offices and stakeholders to ensure effective program implementation, while also assisting in the communication of policies, processes and outcomes. A key focus of the role is building strong, culturally responsive partnerships with Aboriginal communities and education stakeholders. This includes collaborating to promote understanding of language diversity, supporting language maintenance and revival, and strengthening community capacity to share and sustain language and cultural knowledge through quality education programs and resources. The role also involves coordinating initiatives such as statewide teacher training, undertaking research on trends and issues in Aboriginal languages education, and preparing reports and briefings for senior management. Working collaboratively across teams and business units, the position ensures integrated service delivery while promoting the teaching and learning of Aboriginal languages for all students. Professional Benefits We are conveniently located in Padbury and our employees enjoy a range of benefits which include: - 12% employer contributed superannuation. - Flexible working arrangements are genuinely considered to create healthy work life balance including; working from home or remote, flexible working hours and part-time arrangements - Generous leave entitlements including annual, personal, long service and parental leave - Professional development opportunities and study leave/assistance - Access to salary packaging (in accordance with relevant industrial instruments) Want to know more? Full details of the role, selection criteria and training requirements are listed in the attached Job Description Form (JDF). For more information about this opportunity, please contact Lola Jones, Principal Education Officer Aboriginal Languages, Quality Teaching on 0439952741 or emailing Lola.Jones@education.wa.edu.au We are committed to building the leadership capability of our people (Building Leadership Impact). Equity and Diversity We are committed to an inclusive and culturally responsive workforce reflecting the diversity in our workplaces and the Western Australian community. We welcome and encourage applications from Aboriginal and Torres Strait Islanders, young people, people of diverse sexualities and genders, people with disability, and people from culturally and linguistically diverse backgrounds. Explore our Equity, Diversity and Inclusion Plan 2021-2025 for more details. Eligibility To work with us, you must: - be an Australian or New Zealand citizen, permanent resident or have a valid visa with relevant work rights for the term of the appointment. - consent to a Nationally Coordinated Criminal History Check and obtain a current Screening Clearance Number issued by the Department of Education's Screening Unit before you start. - obtain or hold a current Working with Children Check More information about employment eligibility can be found on our website and in the attached Job Description Form (JDF). Application Instructions Apply online in two easy steps: Step 1: Select

Washington + 1 moreAll locations: Washington | Australia
AUD 105.2K - AUD 114.9K / year
Workplace Options logo

Work-Life Consultant

Workplace Options

Wellbeing solutions that drive positive outcomes for organizations while transforming people's lives for the better

Consultant43 days ago
Full TimeRemoteTeam 1,001-5,000Since 1982H1B No Sponsor

Title: Work-Life Consultant Location: Chesapeake, VA United States Full Time Customer Service Entry Level Job Description: At Workplace Options (WPO), we deliver human-centric solutions that empower people to thrive - personally and professionally. With a global team of more than 4,800 professionals, we provide real-time emotional support, therapy, coaching, mindfulness, and family services to millions worldwide. Since 1982, we've partnered with employers, health plans, and insurers to design flexible, forward-thinking programs that evolve alongside today's changing workforce. Today, we support 160 million people across 150,000 organizations, including over half of Fortune 500 companies. Now part of the TELUS Health family, we are expanding our global impact by combining decades of wellbeing expertise. Together, we're building healthier, more resilient organizations-one person at a time. Current Opportunity: Work-Life Consultant Location: US Onsite/Hybrid/Remote: Remote Shifts: multiple full-time available What you will do: This position will be an integral part of the Military OneSource Team and involves assisting and communicating with military members and their families through phone, video, and online chat to provide exceptional service. You will be responsible for locating valuable resources and referrals within their community. Our Work-Life Consultants work in a fast-paced environment and are expected to uphold WPO's core values while maintaining high-quality customer service. We are looking for candidates who are organized, professional, and motivated self-starters. Responsibilities: - Assessing the needs of employees through targeted questioning - Gathering personal information and details about the individual requiring care - Providing clear explanations of the issues and needs - Obtaining desired geographic locations for referral searches and any personalized criteria - Delivering high quality customer service through written and verbal interactions with our clients and providers - Conducting research using our internal database, websites, and local organizations to find referrals that meet the client's needs - Performing quality assurance callbacks to our clients - Ensuring high-quality work in all aspects of the position, including accurate data entries with proper spelling and grammar - Any additional tasks pertinent to the position, as deemed appropriate by management. Qualifications/Skills: To excel in this role, you will need the following qualifications and skills: - Must be a US Citizen - Strong written and spoken communication skills. - Excellent customer service skills providing the caller with friendly, enthusiastic, and empathetic service. - Proficient in conflict resolution skills - Ability to organize and prioritize effectively - Outstanding organizational, relationship-building and interpersonal communication skills What we offer: At Workplace Options, we don't just deliver wellbeing services to our clients, we champion wellbeing for our own employees as well. Examples of our benefits and commitment to employee wellbeing include: Full benefits package, Paid time off, 401k match, Training/tuition reimbursement, Gym reimbursement, Wellness rewards, Access to EAP benefits and all WPO services, Mentorship Program, Employee exchange program, Comprehensive training provided for this position. At Workplace Options, we are committed to and are accountable for building a workplace where individuals feel empowered to bring their whole selves to work, free from judgment or fear of discrimination. We understand that having a diverse organization is only the beginning and it will require nurturing and care to thrive. We will continue to take action to ensure we achieve equitable and measurable outcomes. We strive to cultivate a space where diverse voices are not only heard but actively sought out and valued for the unique insights they bring. By embracing and promoting authenticity, we aim to build a vibrant and inclusive community that fosters collaboration, innovation, belonging and personal growth.

Worldwide